Lead Intake & Qualification Agent

Never lose another inbound lead again. Leads sit. Reps forget. People get busy. And prospects move on - quietly. This agent fixes it permanently.

Never lose another inbound lead again.

Slow or inconsistent follow-up = silent revenue leak. If your best prospects don’t get an immediate response, they assume:

“They don’t care. I’ll go somewhere else.”

And they do.

What Does the Agent Do?

This isn’t “just automation.”

This is a full intake assistant that:

  • Responds instantly 24/7
  • Qualifies leads based on rules you approve
  • Asks missing questions automatically
  • Scores by intent
  • Routes to the right person
  • Sends human-sounding follow-ups
  • Creates CRM records with context and transcripts

Everything happens consistently — every time.

What's Included?

  • Fully installed AI Agent
  • CRM connection & testing
  • Custom qualification & scoring
  • Approved messaging style
  • Training & onboarding

What's NOT Included?

  • CRM rebuild
  • Funnel redesign
  • Copy beyond agent conversations

Not sure where to start? Ask Sienna.

Not sure where to start with AI? Try Sienna - our free AI consultant.

AI ≠ ChatGPT

Getting a quick answer from GPT is great, but that's not how fast-growing companies are using AI.

They're automating business-critical tasks across:
Need a hand figuring out what that means? Ask Sienna or chat with our team.
Need a custom AI Agent?

ROI Examples:

Professional Services

Missing even a few qualified inquiries can cost countless dollars. A 24/7 agent captures and qualifies leads instantly - preventing missed leads and gaining new clients.

Logistics & Transportation

Response speed wins. An AI intake agent handles quotes immediately across every channel - recovering deals that would’ve gone cold and keeping loads moving.

Law Firms

If prospects can’t reach someone, they call the next firm. Intake automation answers instantly, filters bad cases, and book the strong ones - via phone, web, or email.

Technology & SaaS

Pipeline leaks hurt. When demo requests don’t get qualified instantly, they disappear. An AI intake agent responds within seconds and get prospects booked instantly.

Financial Services

Slow follow-up kills trust. Automated intake engages prospects right away, collects compliant notes, and pushes the best opportunities straight to advisors.

Home Services

Homeowners don’t wait. An AI intake agent answers after-hours calls, forms, and chats - booking jobs automatically and reducing no-shows and missed calls.

Timeline & Support

Customization:
1-2 Weeks
Deployment:
1 Week
Support:
6 Weeks

Implementation Cost

Starts at:
$4,500
Range:
$4,500 - $9,000
Optional ongoing support  & services available.

Get Answers to Common Questions

Find answers to the most frequently asked questions about using AI and automation in non-technical businesses. Have questions about specific technologies or use cases? Click here to speak with one of our Operators.
Will this replace my sales reps?
What if our leads are messy and inconsistent?
Can we control the questions and tone?
Does this work across multiple channels?
How long until we see results?

Less Spend. Less Time. More Growth.

When you speak with our team of business operators, you'll get a clear picture of how to grow faster and cheaper with the right systems and AI. Drop your contact info below or chat with Sienna, our free AI consultant here.

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