How it works
Four steps, end to end.
01
Intake
Every inbound from your forms, email, phone, DMs, and chat lands in one place. Nothing gets lost in a teammate's inbox.
02
Qualify
The agent enriches each lead, scores them against your ICP, and tags the ones worth a call. Bad fits get a polite reply, not a calendar slot.
03
Book
Qualified leads get a same-day reply in your voice and a link to your calendar. We watch for replies and handle the back-and-forth until it's on the books.
04
Follow up
No-shows, ghosted threads, and old leads get a sequence written in your voice. Your CRM stays updated without anyone touching it.
What it does
Concrete jobs it owns.
- Replies to every web form lead within 90 seconds in your voice.
- Pulls firm size, deal history, and recent news before the first touch.
- Drops a Slack ping in the channel that owns the lead, with the why behind the score.
- Books the discovery call straight onto the right rep's calendar.
- Sends the follow-up after a no-show without anyone remembering to.
- Writes the CRM note so your team starts the call with context, not a blank record.
Who has one
Operators we've built this for.
Buck
Commercial real estate
Inbound deal flow gets qualified against his investment criteria before it hits the team.
Maya
Boutique consulting
Discovery-call requests get triaged by fit and replied to in her voice, same day.
ViewEngine
Agency
Trial signups get scored, routed, and followed up on without an SDR.
Stagecoach
Healthcare services
Patient inquiries get acknowledged, qualified, and routed to the right intake coordinator.
We've shipped lead agents for law firms, private equity, real estate, agencies, consulting, e-commerce, healthcare, and data-heavy operations. The pattern fits any business with inbound worth answering well.