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AI.02 · Component of SVC.AI v7.0 · Live

AI Lead Qualification

Qualified leads, not every lead.

AI intake bot that asks qualifying questions and hands only qualified, warm leads to your team.

/ Component Spec v7.0
Component ID AI.02
Parent Module SVC.AI
Status Live
Included With AI & Automation retainer
Standalone Available
Typical Ramp 14-30 days

The case for this component.

Your office person is drowning because 40% of the calls are tire-kickers, wrong service areas, or out-of-scope requests. AI qualification handles the first touch, weeds out non-fits, and passes your team only the leads worth their time.

This is how single-person offices handle the volume of ten-person offices.

Inside the component.

01 / 06

Conversational intake bot

Runs on your website, chat, or SMS.

02 / 06

Service qualifier

Confirms they need a service you offer.

03 / 06

Geography qualifier

Confirms they're in your service area.

04 / 06

Scope questions

Residential vs. commercial, urgency, etc.

05 / 06

Warm handoff

Qualified leads routed to your team with full context.

06 / 06

Scheduling capability

Can book directly into the calendar where appropriate.

Four phases.

PHASE 01

Discovery

Your qualification criteria, service catalog, scheduling rules.

PHASE 02

Build

Conversation flow matched to your business logic.

PHASE 03

Train

Test against real scenarios, tune responses.

PHASE 04

Deploy

Website, SMS, or voice, depending on what fits.

Outputs.

✓ Trained intake bot deployed
✓ Qualification flow matched to your business
✓ CRM integration with full lead context
✓ Scheduling capability (where appropriate)
✓ Monthly performance report
✓ Qualification-rate tracking

Explore the module.

← Back to AI & Automation overview

Ready to make
the phone ring?

Tell us about your business. We'll come back with a free audit and a proposal: what we'd build, what it costs, and what to expect in the first 90 days. No corporate sales pitch. No pressure.