Lead Intake Automation
Stop Losing Leads.
AI agents that respond to inquiries instantly, qualify prospects, and book calls — so no lead slips through the cracks.
The Problem
Every hour a lead sits without a response, your chances of closing it drop. Research shows that responding within 5 minutes makes you 21x more likely to qualify a lead than waiting 30 minutes.
But you’re on a job site. You’re in a meeting. You’re at dinner with your family. The lead comes in at 9pm on a Thursday, and by the time you see it Friday morning, they’ve already called your competitor.
This isn’t a discipline problem — it’s a capacity problem. You can’t be available 24/7. An agent can.
What the Agent Does
Your lead intake agent monitors every inbound channel — web forms, email, text, even voicemail transcriptions — and responds immediately with a personalized message.
It asks your qualifying questions, captures structured data (name, company, project details, timeline, budget range), logs everything in your CRM or tracking system, and alerts you when a qualified lead is ready for your attention.
For qualified leads: The agent can book a call directly on your calendar, send a preliminary information packet, or hand off to your quoting workflow.
For unqualified leads: A polite, professional response — no lead feels ignored, and you don’t waste time on bad fits.
What You Get
- Instant response to every inquiry, 24/7/365
- Structured lead data logged automatically — no manual entry
- Qualification filtering based on your criteria
- Calendar booking for qualified prospects
- Full audit trail of every interaction
- Weekly summary of lead volume, qualification rates, and response times
Frequently Asked Questions
How fast does the agent respond to new leads?
Instantly. Whether a lead comes in at 2pm or 2am, the agent responds within seconds — via email, text, or web chat depending on your setup.
Can the agent qualify leads before they reach me?
Yes. The agent asks qualifying questions you define — budget, timeline, project type, location — and only escalates leads that match your criteria.
What happens to leads that don't qualify?
They're logged and tagged in your CRM. Nothing gets lost — unqualified leads get a polite response and can be revisited later.
Does this replace my existing contact form?
It works with your existing form. The agent monitors form submissions, emails, or whatever intake channel you use. No website changes required.
How long does setup take?
Most lead intake agents are live within one to two weeks, including discovery, configuration, testing, and deployment.
Your Operations. Forged.
Tell us what process is eating your hours. We'll show you exactly how an agent handles it.
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