Revenue & Growth · Use Case Hub
Automate Lead Qualification with AI
How to automate lead qualification with AI across 42 industries. Workflow design, AI agents, governance, and the KPIs (speed to lead, MQL to SQL conversion, sales acceptance rate, and wasted meeting reduction) we report on weekly. Pick your industry below for a scoped engagement.
Early access: we work with a small first cohort. Engagements are scoped, priced, and shipped end-to-end by our team — not referred to third parties.
Primary outcome
separate serious buyers from noise faster
What we ship
AI qualification assistant, scoring rubric, routing rules, and CRM governance
KPIs we report on
speed to lead, MQL to SQL conversion, sales acceptance rate, and wasted meeting reduction
What "automating lead qualification with AI" actually means
Automating lead qualification with AI is not a single product you buy. It is a workflow you redesign around AI as the operating layer. The agent handles the high-volume, high-structure tasks. Humans handle edge cases, exceptions, and trust-sensitive decisions. The system is instrumented to measure speed to lead, MQL to SQL conversion, sales acceptance rate, and wasted meeting reduction and improve weekly.
What changes by industry is the systems the agent integrates with, the data it retrieves over, the controls it operates under, and the KPIs it has to defend. The architecture is similar; the integration and the controls are different.
The architecture we use for AI lead qualification
- Frontier LLM — Claude, GPT-4-class, or Gemini. We benchmark candidates on a labelled test set during Discovery.
- Retrieval layer over your approved internal sources, with source citations on every output.
- Tool use for reads and writes against your operational stack (CRM, ERP, ticketing, data warehouse).
- Reviewer queue for low-confidence outputs. Confidence thresholds set per workflow.
- Evaluation harness — labelled test set, weekly accuracy reports, regression alerts.
- Versioned prompts and reviewer-action audit logs for traceability.
Pick your industry
42 industries. Each industry page is a scoped engagement with industry-specific systems, controls, and pricing.
Commerce
Automate Lead Qualification in Retail
commerce platforms · PIM · ERP
Automate Lead Qualification in Ecommerce
Shopify · marketplaces · PIM
Automate Lead Qualification in Consumer Packaged Goods
ERP · trade promotion tools · retailer portals
Automate Lead Qualification in Fashion
PLM · PIM · commerce platforms
Energy
Financial Services
Automate Lead Qualification in Banking
core banking · CRM · KYC platforms
Automate Lead Qualification in Insurance
policy administration · claims platforms · broker portals
Automate Lead Qualification in Wealth Management
portfolio management · CRM · financial planning tools
Automate Lead Qualification in Payments
payment gateways · risk engines · merchant portals
Food and Agriculture
Food and Hospitality
Healthcare
Automate Lead Qualification in Healthcare Providers
EHR · RCM · patient portals
Automate Lead Qualification in Pharmaceuticals
CRM · medical information systems · safety databases
Automate Lead Qualification in Medical Devices
QMS · CRM · field service platforms
Automate Lead Qualification in Biotechnology
ELN · LIMS · clinical trial systems
Manufacturing and Industrial
Manufacturing and Mobility
Media
People Operations
Professional Services
Automate Lead Qualification in Legal Services
DMS · CLM · e-discovery
Automate Lead Qualification in Accounting
GL · ERP · tax software
Automate Lead Qualification in Consulting
knowledge bases · CRM · project management
Automate Lead Qualification in Marketing Agencies
ad platforms · CRM · project management
Public and Knowledge Services
Public and Social Impact
Public Sector
Real Assets
Supply Chain
Technology
Technology and Communications
Travel and Hospitality
Frequently asked questions
How do you automate lead qualification with AI?+
We map your existing lead qualification workflow, identify high-volume and high-structure tasks, build an AI agent that handles those tasks, and route low-confidence cases to a human reviewer. The build connects to the systems your industry already runs on, runs against a labelled test set, and ships behind a reviewer queue before it sees production traffic. We measure speed to lead, MQL to SQL conversion, sales acceptance rate, and wasted meeting reduction from day one and improve weekly.
What is the best AI agent for lead qualification?+
There is no single off-the-shelf "best" agent for lead qualification — the right architecture depends on the systems and data of your industry. We typically combine a frontier LLM (Claude, GPT-4-class, or Gemini) with a retrieval layer over your approved sources, tool-use for your stack, and a reviewer queue. We benchmark candidates against a labelled test set during Discovery and pick the model with the best accuracy/cost ratio.
What does AI lead qualification cost?+
Three phases, billed separately. Discovery sprint: $5k. Build engagement: $15k–$22k. Run retainer: $2k–$3k / mo. ~$25k–$45k typical year 1 (60% take the run option for ~6 months). Pricing varies slightly by industry — see the industry-specific pages below.
How long does it take to deploy AI lead qualification?+
Thin-slice in production in ~6 weeks after Discovery, full Build phase over 6-8 weeks. By day 90, speed to lead, MQL to SQL conversion, sales acceptance rate, and wasted meeting reduction is instrumented and you have a baseline against which to expand to adjacent workflows.
Which industries do you build AI lead qualification for?+
All 42 industries listed below. Each industry has its own scoped engagement page with industry-specific systems, controls, and KPIs. Common starting industries include Airlines, Airports, Hotels, Travel Agencies, Banking, and others.
What do we own, and what do you own?+
We own workflow design, prompts, retrieval architecture, evaluation harness, and weekly improvement. You own data access, policy, exception approval, and final commercial decisions. At the end of the engagement, every prompt, eval, and config is handed over — no lock-in.
Start the engagement
Book a discovery call for AI Lead Qualification
Tell us about your workflow, the systems involved, and the KPI you want to move. We'll send a scoped statement of work within 5 business days.