Every prospect gets an immediate first step instead of another missed call. Lead Intelligence brings the full picture together, and a 15-minute question-and-answer call confirms whether the lead is qualified. Your salesperson gets the context to move forward prepared.
We pull the lead source, project details, website activity, and past notes into one place. Your team gets the full picture without digging through the CRM.
A US-based Lead Care agent confirms scope, location, timing, and the fit details your team chooses. The homeowner only gets asked what you don't already know.
Your rules flag jobs that don't fit, so you can keep, reroute, or cancel them before a salesperson burns field time. Your team still makes the final call.
Your salesperson gets the answers and lead history before the appointment. They spend less time qualifying and more time building trust and closing the job.
Where the lead came from, what they researched on your site, project details, CRM notes, and approved outside data land on the record together. The system applies the rules you approved and flags exactly which answers are still missing, so the call starts from what is already known.
A US-based Lead Care agent runs a short question-and-answer call in your voice: scope, timeline, service area, budget range, and who is making the decision. Qualified homeowners get booked with your salesperson. The rest never take up a slot. The agent never quotes a price and never runs the appointment.
How much of this an agent handles is set with your team. Some contractors want every request to get the 15-minute call. Others want it only above a project value, outside a service radius, or when the record comes in thin. We set that line with you before anything runs.
Lead Intelligence keeps what the buyer did, what they told you, approved outside data, new answers, appointment changes, estimates, and sales results together without replacing your team's judgment.
An appointment should carry more than a name and address. Lead Intelligence keeps what the buyer already showed and told you together, a Lead Care agent gets the answers the record is missing, and your salesperson walks in with the facts and owns every part of the sale.
Example workflow, not a performance projection. What can be checked depends on the systems you connect, the rules you approve, and how current the information is.
No. The agent collects missing facts and applies only the fit and routing rules your team approves. Your salesperson still handles ambiguity, builds trust, and decides whether an unusual or valuable opportunity fits. The call gives that person a more complete record. It does not sell or make judgment calls for them.
A US-based Lead Care agent, trained on your trades, your pricing range, and your service area. The call runs about fifteen minutes and covers only what the record is missing: scope, timing, service location, and who is making the decision. The agent opens already knowing where the lead came from and what the homeowner researched on your site.
Never. A Lead Care agent asks questions and writes the answers back to the record. Pricing, financing, scope negotiation, the walkthrough, objections, and the close all belong to your salesperson. If a call starts turning into a real buying conversation, it goes to your person with the history attached.
It can keep where the lead came from, what they viewed on your site, their form answers, CRM notes, project details, appointment changes, qualification answers, and later sales results together. An approved data append can add useful outside information to the lead record. The workflow uses only the information that is approved and useful for this job.
We define them with your team. They stay short and limited to missing information that can change the next step, such as project scope, service location, timing, or another approved fit detail. If the website, form, CRM, or connected context already supplies a reliable answer, the agent should not ask for it again.
The system records the attempt and follows the approved no-response rule. That may mean a second attempt at a different hour, a salesperson task, or nothing further. It does not chase indefinitely, and silence alone does not make someone unqualified.
Not by itself. What the homeowner viewed and approved outside data can help your salesperson understand the opportunity. Turning down an appointment requires a clear rule your team approved and facts you can trust. Anything unusual, unclear, sensitive, or especially valuable goes to a person.
Before routine follow-up runs, the system checks whether the appointment moved, the homeowner replied, a sales task is open, the homeowner can be contacted, or someone on your team is already working it. A reschedule changes the timing. A cancellation ends the workflow. Any reply stops automatic no-response messages and gives the salesperson the full history.
No. The agent collects missing facts and applies only the fit and routing rules your team approves. Your salesperson still handles ambiguity, builds trust, and decides whether an unusual or valuable opportunity fits. The call gives that person a more complete record. It does not sell or make judgment calls for them.
A US-based Lead Care agent, trained on your trades, your pricing range, and your service area. The call runs about fifteen minutes and covers only what the record is missing: scope, timing, service location, and who is making the decision. The agent opens already knowing where the lead came from and what the homeowner researched on your site.
Never. A Lead Care agent asks questions and writes the answers back to the record. Pricing, financing, scope negotiation, the walkthrough, objections, and the close all belong to your salesperson. If a call starts turning into a real buying conversation, it goes to your person with the history attached.
It can keep where the lead came from, what they viewed on your site, their form answers, CRM notes, project details, appointment changes, qualification answers, and later sales results together. An approved data append can add useful outside information to the lead record. The workflow uses only the information that is approved and useful for this job.
We define them with your team. They stay short and limited to missing information that can change the next step, such as project scope, service location, timing, or another approved fit detail. If the website, form, CRM, or connected context already supplies a reliable answer, the agent should not ask for it again.
The system records the attempt and follows the approved no-response rule. That may mean a second attempt at a different hour, a salesperson task, or nothing further. It does not chase indefinitely, and silence alone does not make someone unqualified.
Not by itself. What the homeowner viewed and approved outside data can help your salesperson understand the opportunity. Turning down an appointment requires a clear rule your team approved and facts you can trust. Anything unusual, unclear, sensitive, or especially valuable goes to a person.
Before routine follow-up runs, the system checks whether the appointment moved, the homeowner replied, a sales task is open, the homeowner can be contacted, or someone on your team is already working it. A reschedule changes the timing. A cancellation ends the workflow. Any reply stops automatic no-response messages and gives the salesperson the full history.
The appointment works better when where the lead came from, what they researched, project details, approved outside data, new answers, and the latest appointment status arrive together. These resources explain what serious buyers show you and what the website should answer before your salesperson invests field time.
You do not need to solve everything at once. We find the gap holding back revenue, fix it, and use real sales outcomes to decide what deserves attention next.
Bring your real questions. We’ll be clear about process, pricing, and whether we’re the right fit for your business. You'll talk with someone who understands premium home improvement, long sales cycles, and what it actually takes to generate better leads and drive more revenue.
Book an Intro CallThat may mean bringing in better-fit demand, turning more website visits into consultations, or working the leads and estimates your team cannot keep chasing.
We compare leads, estimates, and signed jobs so you can spend smarter, close more of the right work, and get more value from every lead after that.
Learn how every lead helps your marketing system get smarter so you get better leads in and more revenue from every lead after.
See how it works →See pricing, what's included, and how to get started. No long-term contract.
View pricing →Book a free 30-minute intro call. Ask questions, get a clear read on your lead lifecycle, leave with a next step.
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