Playbook
AI Lead Qualification + Routing
High-end jobs don’t close because you “got leads.” They close because the right leads got fast follow-up, correct routing, and a sales-ready summary. This playbook lays out the minimum viable system.
The flow
- Capture: form/call/chat creates a lead record immediately.
- Enrich: attach landing page, UTM params, and service intent signals.
- Qualify: ask 3–6 questions to determine job size, urgency, and fit.
- Route: assign to the correct pipeline/person based on rules.
- Summarize: produce a human-readable brief for quick calls.
- Escalate: if unanswered, trigger human handoff and reminders.
Guardrails that matter
- Never overwrite source attribution; store AI notes separately.
- Always require a human-confirmed contact method before scheduling.
- Keep “no hallucination” policy: only summarize what the user provided.
- Log every message + decision for compliance and debugging.
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