Pre-Sales Automation← Back
Website & AI Lead Qualifier
Inbound requests are triaged automatically; reps focus on sales-ready leads.
Introduction
Inbound interest often dies in the gap between first touch and a qualified meeting. Forms get ignored, emails bounce between teams, and reps spend time re-asking the same questions. This project automates pre-sales intake so every enquiry is captured, qualified, and routed instantly.
A website + AI assistant collects the right discovery fields up front, verifies basics (company, size, use case), proposes available times, and syncs everything to CRM. Reps receive a complete, structured brief—so they start the call ready to advise, not interrogate.
- Guided intake with required fields and dynamic follow-ups
- Automatic scoring & routing to the right segment/region/owner
- Calendar hold and confirmation to cut drop-off
- Structured CRM record + summary for faster prep
Outcomes
- ~50% time saved on repetitive questions
- Higher lead-to-meeting conversion
Approach
- Chatbot flows & data capture
- Routing + CRM sync
- Human-in-the-loop escalation
Stack
GCP, Cloud Run/App Engine, Web frontend, LLM flows, optional CRM integration