Lead Intelligence

A lead should arrive with a project brief, not just a phone number.

Lead Intelligence is the structured output of the conversion layer. It combines the visitor’s project answers, planning result, advisor context, contact information and booked next step into a payload a sales or operations team can act on.

1

Project context

Project type, ZIP/service area, answers and scope variables.

2

Commercial context

Budget posture, timeline, urgency and qualification score.

3

Conversation context

Advisor questions and a concise conversation summary.

4

Next action

Recommended next step, booking status and integration metadata.

What the operations team actually receives

A brief you can read in twenty seconds

Project type, urgency, fit and the recommended next step sit at the top of the payload — the callback starts where the website left off.

Fewer repeat questions

The advisor conversation summary travels with the lead, so the person calling back already knows what was explained and what was ruled out.

Routing that holds up

The recommended next step is computed from the same rules the business approved, which means dispatch and sales agree on why the lead went where it went.

Lead Intelligence structures what visitors volunteer. It does not enrich profiles with outside data, does not score people on anything beyond their project answers, and stores only what the business needs to do the work.

Built as one conversion system.

Lead Intelligence connects to the same industry logic, client configuration, analytics events and lead payload instead of becoming another disconnected website widget.

See the architecture