Reads
Enquiries through your forms and inbox
More inputs
- Your fit criteria
- The contact’s history in your CRM
Sales / Illustrative role
Lead qualifier
Qualifies incoming enquiries against your criteria and prepares the next step.
- 12:20 · enquiry scored: strong fit · summary prepared
- 12:08 · missing budget signal · follow-up drafted
- 11:55 · reseller spam · filed, no reply needed
A review point in this example
Book discovery call with strong fit
summary attached · slot proposed
01 / How the role works
Inside the workflow.
An illustrative configuration. We agree the sources, outputs and control settings for your build.
Produces
Qualified summaries: who, what, fit, next step
More outputs
- Follow-up questions in your voice
- Polite declines for the poor fits
Control in this example
Every booking onto your calendar
More about control
- Every decline, until you trust the pattern
Connected toolsYour forms and inbox, your CRM, your calendar
02 / Fitted to your business
One role.
Your complete project.
We scope the work with you and provide a custom quote. Your agent is built in your accounts, with an agreed handover.