Lead Qualification Agent: the right leads to the right person, fast
Our Lead Qualification Agent scores new leads on fit and interest, routes each one to the right person, and flags the hot ones, so your team calls the best leads first.
Trusted by growing businesses in the US, UK and Australia
Every lead looks the same when it arrives.
Good and bad leads land in one pile.
Every enquiry looks the same. Reps waste time on leads that will never buy.
Hot leads wait hours for a call.
Nobody notices them come in. They book with a competitor.
Leads go to the wrong person.
Routing by hand, or not at all. Territories, products and dealers get mixed up.
Sales says marketing's leads are rubbish.
No shared definition of a good lead. Two teams arguing instead of selling.
What happens when a lead comes in
Example flow. Yours follows your own scoring and routing rules.
Not only did Alyssa help to streamline our CRM, but she also helped to solve problems we didn't even realise we had!
What the agent does, and what your team does
The agent does the groundwork. People make the calls.
Every lead scored and routed in minutes
The agent scores each new lead on fit and interest, checks the CRM for history and sends it to the right person.
- Fit and interest scoring
- Routing by territory, product or team
- Alerts for hot leads
So you can call the best leads while they're still interested.
New
Qualified
Quote sent
Won
Sales and marketing agree what a good lead is
We set the scoring and routing rules with both teams, then review them as you learn what turns into sales.
- One shared definition of a qualified lead
- Rules reviewed against real results
- Low-fit leads sent to nurture, not dropped
So you can stop arguing about lead quality.
| Name | Company | Owner | Source |
|---|---|---|---|
| Jo Smith | Acme Pty | None | Blank |
| jo smith | ACME | Sam | Offline |
| J. Smith | Blank | None | Blank |
HubSpot where it fits best, other tools where they do the job better
We build in HubSpot when it's the best fit, so the work sits next to your contacts and deals. When a job needs more, we use Claude skills or agents we build ourselves, and send the results back to HubSpot.
- HubSpot first, when it fits the job
- Claude skills and custom agents for the rest
- Results end up in your CRM
So you can get the right tool for each job, not one tool for everything.
A weekly report from our Reporting Agent
Every agent project and retainer includes our Reporting Agent. It shows ad spend through to pipeline and revenue each week, in plain language.
- Spend, leads, pipeline and revenue side by side
- A short summary every week
- Included, not sold separately
So you can see what's working without digging for it.
Clean data first, then an agent your team trusts
Discovery call
The job you want off your team's plate, and how it runs today.
CRM check
We check the data and processes the agent will rely on, and fix what's missing first.
Build and test
The agent set up in your accounts and tested on real records with your team.
Training and notes
Your team shown what the agent does, where it stops and how to adjust it.
Reviewed and improved
On a retainer, we check its work and adjust it as your business changes.
For teams with more leads than time
A good fit if
- You get more leads than your team can call straight away
- You have more than one rep, team, territory or product
- Lead quality is a regular argument
- You use HubSpot, or are moving to it
Probably not a fit if
- You get a handful of leads a month
- Your CRM data is a mess. Start with CRM Clean Up.
- HubSpot isn't your CRM, and won't be
Start where it makes sense for you
Every project starts with a discovery call, included. Projects and retainers are quoted in your currency.
Lead Qualification Agent setup
Good when you want this agent built and handed over.
- Discovery call and CRM check
- Agent built and tested in your accounts
- Your team trained, with notes
- Weekly report from the Reporting Agent
- Moves into a retainer, if you want
Fractional RevOps
Good when you want your agents run and improved every month.
- Agents reviewed and adjusted monthly
- CRM, reporting and new agents as you need them
HubSpot Audit
Good when you want to know if your CRM is ready first.
- What's working and what's missing
- 1-hour debrief call included
CRM Clean Up
Good when your data needs work before an agent can help.
- Duplicates merged, fields fixed
- Rules that keep it clean
Not sure which fits? That's what the first call is for. See how working with us runs.
What clients say about working with us
We have a unique business with many moving parts and a wide, wide range of needs from different teams and different team members. Add to that, we are a growing start up so in many ways we're still working out our own best approach to things. Alyssa did an amazing job of working with all of the different teams and team members to understand what we're doing currently, what we want to be doing, and help to guide us in how to get there. Not only did Alyssa help to streamline our CRM, but she also helped to solve problems we didn't even realise we had! To look back a few weeks ago and think that we nearly tried to do this ourselves is laughable, the end result would have been lacking in nearly every aspect without the help of a pro like Alyssa! We still have a lot to learn, but I know we have a strong foundation to build on thanks to Gather 'n' Grow!
Alyssa was a joy to work with. A diligent worker, clear communicator, and smart implementor, Alyssa helped drive the re-implementation of our Hubspot deployment from the ground up. Alyssa's subject matter expertise was world-class but it was her project management skills where she elevates compared to other consultants. We joked often that we wished we could hire her directly!
Alyssa has been the strategic and technical force behind structuring it all in a way that is scalable, clean and commercially aligned. She doesn't just execute tasks - she understands the business model, asks thoughtful questions, and translates complex operational needs into practical systems. What sets Alyssa apart is her ability to simplify complexity and create order.
Works well with
Follows up leads and quotes that go quiet, so nothing slips.
See the agent →AI agentSales Prep AgentBriefs your rep before every call on who they are, what they've looked at and what to ask.
See the agent →ProductLead Scoring ModelRank new leads so sales calls the best ones first.
See the model →Free templateLead qualification matrixAgree what a qualified lead looks like.
Get the template →One system, from first click to closed deal
Questions about the Lead Qualification Agent
What is a Lead Qualification Agent?
It's an AI agent that scores new leads on fit and interest, sends each one to the right person and flags the hot ones, so your team calls the best leads first.
How is it different from HubSpot lead scoring?
Lead scoring gives a number. The agent uses that score with your CRM history and routing rules to decide where each lead goes, and tells the owner why.
Who decides what a good lead is?
Your sales and marketing teams, with us. We set the rules first and review them against what actually turns into sales.
Can it route to dealers or territories?
Yes. Routing can follow territory, product, team or any rule you use today.
What happens to leads that aren't a fit?
They aren't thrown away. They go into nurture, so they get the right follow-up until they're ready.
Can we start with just the scoring?
Yes. Our Lead Scoring Model is a one-off product, and the agent can be added later.
Tell us how leads reach your team. We'll tell you how the agent would sort them.
A call with Alyssa. No pitch deck.
- What a good lead looks like for you
- How leads should be routed
- Whether a project or a retainer fits