AI Lead Qualification for Your Website

A contact form asks everyone the same fields, and you still have to email back and forth to find out whether an inquiry is worth a call. With AI lead qualification, visitors describe what they need in their own words. The AI asks the follow-up questions your team would ask, checks the answers against your criteria and sends a structured summary to your CRM, so your team knows right away who to call first.

From contact form to qualified lead

Most contact forms produce messages like "Can you call me?" or "What does this cost?". Someone on your team then has to email back to find out what the person needs, whether the budget fits and when they want to start. Good leads wait, and time goes to inquiries that were never a fit.

An AI intake does that first conversation for you. Visitors describe their need in their own words, the AI asks your follow-up questions one at a time, and your team receives a lead with everything filled in, labelled qualified, maybe or not a fit, with the reason why.

How AI lead qualification works, in 31 seconds.

Live demo

Try it: the intake on this site

This is the same intake I build for your website. Here it asks the questions I need to assess an inquiry and sends me a summary. On your site, it asks your questions and the summary goes to your CRM.

Hi! What can Etienne help you with? Describe it in your own words, for example a problem with your visibility or a plan to enter a new market.

Your answers are processed by an AI model (Claude by Anthropic). Your summary and contact details are only sent to Etienne once you agree. Privacy

Example: a real estate agency

A visitor writes: "We're looking for a family home near Utrecht." The AI asks the questions an agent would ask, one at a time:

  • What is your budget, and do you already have mortgage approval in principle?
  • Which neighbourhoods do you prefer, and what is a must: a garden, a number of bedrooms, parking?
  • Do you need to sell your current home first?
  • When would you like to move?

Your agents get a lead in the CRM with all of this in separate fields, labelled qualified, and a suggested next step: a viewing, a valuation of their current home or a call with a mortgage advisor.

AI client intake for service businesses

The same intake works for any business where the first conversation is mostly questions. The AI collects what your team needs to make the right proposal, so the first call can be about the solution instead of the basics.

  • Law firms: type of case, the other party, deadlines and whether there is legal expenses insurance, before a lawyer reads it.
  • Accountants and advisors: legal form, number of employees, current bookkeeping software and which services are needed.
  • Agencies and contractors: scope of the project, budget range, deadline and who decides.
  • Car dealers: which model, a trade-in, financing or lease, and a preferred date for a test drive. Pairs well with a ChatGPT app for car dealers.

What it does for your business

Better leads, sorted for you

Every lead arrives with a label and the reason: qualified, maybe or not a fit. Your team calls the best ones first.

Faster follow-up

The summary arrives within seconds, with the need, budget, timeline and contact details. No more emailing back and forth for the basics.

Measurable results

Qualified inquiries, booked calls and conversion rates per page and source, in your analytics and your CRM.

Nobody turned away coldly

Visitors who are not a fit get a friendly answer and a useful link, and your team can still read their message.

Your questions, your criteria, your CRM

  • Questions and criteria: you decide what counts as qualified, for example budget, region, product, timeline or company size.
  • CRM: HubSpot, Pipedrive, Salesforce, Teamleader, Zoho and others through their API, or through Zapier or Make. Simply email and Google Sheets works too.
  • Booking: qualified leads can book a call or appointment right away, for example through Calendly.
  • Platforms: WordPress, Shopify, Webflow and custom sites. Anywhere you can add a script.

Privacy and control

Consent first

Contact details and the summary are only sent after the visitor agrees. Until then, nothing is stored.

Only what is needed

The intake never asks for sensitive data such as payment details or ID numbers, and only collects what your team needs to follow up.

People decide

The AI labels leads, it never rejects anyone. Your team decides who to call, and every lead can be read in full.

Clear agreements

We sign a short data processing agreement, and I give you a ready-to-use paragraph for your privacy policy.

How we approach it

1

Intro call

We look at your current inquiries, what makes a lead good for you and where leads should end up.

2

Questions and criteria

Together we define the questions, the answer options and the rules for qualified, maybe and not a fit.

3

Build and connect

I build the intake in your brand and connect it to your CRM, on a test page first.

4

Test with real scenarios

We run through good leads, doubtful ones and clear mismatches, and fine-tune the questions and the labels.

5

Live and monthly review

The intake goes live, and every month we look at the leads, the conversion and whether the criteria still fit.

See it in action

The intake on my contact page is an example of how it works: it asks the questions I need, labels each lead and sends me the summary by email and to my lead list. It also works well together with an AI chatbot for your website: the chatbot answers questions, and when a visitor is ready, the intake takes over.

What's Included

AI intake with your questions and your qualification criteria

Structured summary per lead: need, budget, timeline and fit

Connection to your CRM, or email and Google Sheets

Booking link for qualified leads

Consent before contact details are sent

Monthly review of leads and criteria

Frequently asked questions

What is the difference between AI lead qualification and AI lead generation?

AI lead generation usually means finding new contacts: building lead lists and sending outreach to people who never visited your site. AI lead qualification works on the inquiries you already get: visitors on your website describe what they need, and the AI turns that into a complete lead for your team. It brings no cold contacts, but it makes sure the people who do reach out get the right proposal quickly.

Does it replace my contact form?

It can, but most sites keep a short form as an alternative for visitors who prefer it. On my own contact page, both are available.

Which CRMs does it work with?

HubSpot, Pipedrive, Salesforce, Teamleader, Zoho and other CRMs with an API, or any tool through Zapier or Make. Email and Google Sheets work too, without a CRM.

What if the AI labels a lead wrongly?

It never rejects anyone. Every lead that agrees to be sent reaches your team with a label and the reason, and your team decides. We review the criteria every month based on real leads.

What happens to the data visitors share?

Contact details and the summary are only sent after the visitor agrees. The conversation is processed by an AI model under its commercial terms, and the lead ends up only in your own email, CRM or sheet. We sign a data processing agreement.

How long does it take?

Usually 2 to 3 weeks after the intro call, once your questions and criteria are agreed. With a connection to your CRM, plan for 3 to 4 weeks, and the same if you combine it with an AI chatbot.

What does it cost?

A setup fee and a monthly fee, depending on your questions, the CRM connection and the number of conversations. You get a fixed proposal after a short intro call.

Better leads from your website?

Let's look at your current inquiries, what makes a good lead for you and where leads should end up. You get a fixed proposal after a short intro call.

Book a free intro call Try the live demo

Interested in AI Lead Qualification for Your Website?

Get in touch to discuss your project requirements and how this service can help you achieve your goals.

Or email me directly: etienne@etiennegozems.com

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