Lisa asks the questions your business actually needs answered, gathers the details that matter, and helps you spot which inquiries are worth your team's time. It's the "qualify" step — built to work quietly while you're on the job.
Every feature below is included out of the box — no add-ons, no extra fees. Lisa handles qualification end-to-end so you only talk to leads worth your time.
Lisa's lead qualification process is simple, automated, and customized to your exact business.
We configure Lisa with your services, service areas, budget tiers, and the exact questions that matter for your business. Kitchen remodeler? Roofer? General contractor? Lisa adapts.
When a lead reaches out — call, text, or web chat — Lisa greets them naturally, asks qualifying questions about scope, timeline, and budget, and keeps the conversation warm.
Lisa tags, scores, and routes qualified leads directly to your team or calendar. Unqualified inquiries are handled politely — no time wasted, no leads ghosted.
Lisa doesn't use generic scripts. She asks the right questions for your trade — in a natural, human-like conversation.
Understands what the homeowner needs — kitchen, bath, addition, or full gut. Captures scope details your estimator would ask on-site.
Finds out when they want to start and how urgent it is. Hot leads get fast-tracked. Window shoppers get nurtured.
Tactfully asks about budget range so your team isn't chasing leads with champagne taste on a beer budget.
Lisa doesn't just collect answers — she understands them. Each lead gets a qualification score based on your custom criteria: budget fit, project match, location, and urgency. High-scoring leads go straight to your calendar. Low-scoring ones get a polite follow-up.
Automatically checks if the lead is in your service area. Out-of-area? Lisa politely lets them know and can even suggest referrals — no wasted drive time, no awkward "we don't serve that area" calls later.
Captures name, phone, email, and even verifies they're the homeowner or decision-maker. No more chasing renters or unauthorized contacts.
Gathers relevant property info — home age, square footage, HOA restrictions — details that help your team prepare accurate estimates before they even show up.
See exactly how lead qualification transforms your pipeline from chaos to clarity.
This is a real qualification flow. Watch how Lisa handles a typical kitchen remodeling inquiry from first message to qualified booking.
Lisa doesn't just answer — she qualifies. In this demo, Lisa identified the project type, confirmed the service area, checked budget alignment, gauged urgency, and booked an estimate — all without your team lifting a finger.
Everything you need to know about Lisa's lead qualification — from setup to daily use.
Talk to Our TeamSee how Lisa's AI lead qualification can transform your pipeline. Book a free strategy call — we'll show you exactly how it works for your business.
Heritage Kitchens · Dallas
