Lead Capture

Speed-to-Lead / Lead Verify Agent

A new enquiry gets an AI verification call within 5 minutes — wrong numbers and time-wasters filtered before they reach you.

A lead is hottest in its first minutes. The Lead Verify Agent calls a new enquiry back within 5 minutes, confirms name, number and job details, filters out wrong numbers and time-wasters, and passes you only verified leads — each with a short call summary in your CRM. It is an add-on to the AI Receptionist or CRM Autopilot, using the same voice minute cap.

What is included

✓Automatic AI call within 5 minutes of a new enquiry
✓Verifies name, phone number and job details with the enquirer
✓Filters wrong numbers and time-wasters before they reach you
✓Only verified leads passed on, each marked verified in the CRM
✓Short call summary for every verification, stored on the lead record
✓Runs on the AI Receptionist / CRM Autopilot stack — no separate system to learn

Scope & limits — stated upfront

•Calls use voice minutes under the same 500–1,000 minutes/month cap as the AI Receptionist; overage agreed in advance, never silent
•Inbound enquiries only — this is never used for cold outbound calling
•The agent verifies details; it does not negotiate prices or make promises on your behalf

Your View — Example

A job summary lands in your CRM after every call

Job summary: Water heater replacement — quote visit requested
Caller: Homeowner, called 7:42 pm (after hours) · details verified
Action: Visit booked Tue 10:00 am · Confirmation text sent · Lead in pipeline
Recording & transcript attached to the lead record

All panels are labelled examples with a fictional business — the formats are exactly what you receive; the numbers will be yours.

FAQ

Questions, answered

Why does 5 minutes matter?

Lead-response research consistently shows qualification odds collapse as response time stretches from minutes to half an hour. Calling back while the enquiry is still in the customer's hand wins jobs that a next-morning callback loses.

What does it verify?

Name, phone number and the job details from the enquiry — enough for you to act immediately, with a short summary on the CRM record.

What happens to bad leads?

Wrong numbers and time-wasters are marked and filtered in the CRM. They never reach your phone or your job list.

Is this cold calling?

No. It only calls people who just submitted an enquiry to your business — an expected, requested callback. Cold outbound calling is explicitly out of our scope.

How is it priced?

As an add-on to the AI Receptionist or CRM Autopilot, priced in your written proposal. Verification calls use the same 500–1,000 voice minutes/month cap as the Receptionist.

Do I hear the calls?

Call summaries are stored on every lead record, and recordings are available where legally permitted and enabled.

What do I need to provide?

Your enquiry forms connected to the CRM (we set that up), and the details you want verified for your trade.

Straight Talk

What AI can't promise — and we won't either

No guaranteed rankings, jobs or leads

Search engines and customers decide outcomes. We guarantee the work, the schedule and honest reporting — never a position or a number of jobs.

AI hands off to humans

Anything outside its approved knowledge — a sensitive complaint, a complex quote — is captured with full context and passed to you. The lead is never forced or lost.

Usage caps are real

Pages, videos, content and 500–1,000 voice minutes are the included caps. Overage is agreed with you in advance — never charged silently.

Results vary, and we say so

Timelines differ by market and competition. If a number goes down, your monthly report says so and states what changes next month.

Where this sits in your enquiry flow

Step 1

Enquiry

Step 2

Instant Response

Step 3

Verified

Step 4

Booked

Step 5

In CRM

Step 6

Follow-Up

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