The Qualifying Problem
Every inbound lead looks hot until you call them. Then you spend 10 minutes on the phone only to find out they got three quotes already, their budget is half what you charge, or they're shopping for a different service entirely. You didn't learn anything useful until you were halfway through the conversation. By then, your time is spent.
Meanwhile, the lead who would have booked today is waiting. Your time is finite. Your margins depend on calling the right leads first, not every lead.
How AI Text Screening Works
When a lead comes in (from your website, a call, or any source), our AI starts a text conversation with them. Not a chatbot — a real conversational AI that asks natural questions and understands the answers. It asks: What's the job? When do you need it done? Have you gotten other quotes? What's your budget ballpark?
The lead texts back naturally, like texting a friend. The AI listens, learns, and escalates as needed. If the job is urgent or the lead is hot, the AI flags it immediately and notifies you in real-time. If it's a tire-kicker, you find out via text before you dial.
What You Get
For every lead, you get: their job type, urgency level, budget range, timeline, and any special notes. You also get an AI assessment: is this a hot lead, warm, or long-term? You look at your dashboard, see which leads are flagged hot, and call those first. The leads that are warm can wait. The cold ones you can pass on.
Speed & Conversion
The AI screens leads while you're on jobs. By the time you finish your current call, the next three leads are already screened and ranked. You call the hottest one first. Higher close rate. Less wasted qualifying time. Leads feel heard (someone engaged them within minutes), so they wait for your callback instead of shopping competitors.
Job Detail Capture
The AI captures structured data: square footage, service type, location, timeline, and budget. All of it goes into your CRM. When you call, you already know what they need. The conversation moves straight to "let's schedule" instead of "tell me more."
⚠ Signs You Need This
Data Structure
Every lead gets tagged with job type, urgency, budget range, and timeline. You can sort by any of these in your dashboard. Call urgent jobs first. Work through warm leads as time allows. Archive cold ones for follow-up later.