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Lead Intake & Routing System
Turn inbound leads into qualified meetings without adding an SDR.
Book a fit call3 weeks
The problem
Inbound leads land in four different places and the response window is measured in days. By the time you follow up, they've talked to a competitor or moved on.
We build a single intake pipeline that captures every lead — form submissions, inbound emails, manual entries — qualifies them against the criteria you actually use, and routes the right ones to the right person with the context they need to follow up fast.
The system runs inside your existing CRM. AI handles qualification triage; humans take the conversation.
Who this is for
Founder or sales lead, $2-30M services, multiple inbound channels, no dedicated SDR.
Signals you need this
- →More than one inbound channel feeding the pipeline
- →Response time over 4 hours during business days
- →You or a senior rep still doing first-touch manually
- →A recent hire is meant to own leads but is overloaded
Who this is not for
Outbound-led businesses with low inbound volume — that's a different problem shape.
What you get
- •Audit of current intake sources and friction points
- •Configured intake forms and capture endpoints
- •AI-driven qualification logic tuned to your ICP
- •Routing rules and Slack/email alerts for hot leads
- •Response-time SLA tracking dashboard
- •30-day adoption runbook
Out of scope
- —Outbound prospecting or list-building
- —CRM migration from systems we did not name
- —Custom development beyond your existing tools
- —Ongoing maintenance past day 30
Outcome
First-touch response time on qualified inbound
Under 15 minutes, down from current 4-24 hours
Your CRM is HubSpot Sales Hub Professional or higher, Salesforce Professional, or comparable.
Want to know if this fits your situation?
Book a 30-minute fit call. If it's not the right engagement, we'll say so on the call.
Book a fit call