Focus on Qualified Leads Only
68% of leads consulted with a business they didn't hire. Stop wasting time with unqualified leads. Our virtual receptionists capture, qualify & intake new leads for you on the first call or chat.
Streamline Your Lead Qualification
Save time and focus on high-potential clients
Why Choose Our Lead Screening
Our virtual receptionists ensure you only spend time on qualified leads
Our virtual receptionists ask for context — not just a name and phone number. We'll only pass on leads who are a fit for your business.
68% of leads consulted with a business they didn't hire — taking up valuable time and resources on unqualified leads.
- Detailed qualification criteria
- Customized screening questions
- Higher conversion rates
You don't need a list of unfiltered leads to call or email at the end of the day. We'll vet clients up front, saving you time and energy.
- Eliminate time-wasting inquiries
- Focus on high-value activities
- Streamlined communication
Focus on clients who make your business money
Increase revenue with ideal clients
Accelerate growth and efficiency when you only take on qualified clients. Spend your time on clients who make your business money.
Higher conversion rates
Focus your efforts on pre-qualified prospects
Improved efficiency
Eliminate time spent on unqualified leads
Better client relationships
Work with clients who are the right fit for your services
New client intake
Know more about your leads faster when we gather custom or business-specific information. We'll get case numbers, traffic ticket numbers, property addresses for real estate, etc.
Customized information gathering
Tailored to your specific business needs
Comprehensive client profiles
All relevant details captured during initial contact
Seamless CRM integration
Data automatically synced with your systems
Gather all essential information on first contact
Get to know your leads ahead of time with call intelligence
Leverage real-time historical call data to make better business decisions
Comprehensive Call Analytics
Access everything that happened on a call, including receptionist's notes and metadata such as actions completed, caller disposition, priority, relevance, call recordings, and much more.
- Predict business growth and costs with superior accuracy
- Track lead sources and conversion rates
- Identify patterns and optimize your qualification process
- Access detailed reports through our convenient online dashboard
How It Works
Our streamlined process ensures you only receive qualified leads
Initial Contact
When a potential customer calls or messages, our AI engages them in a natural conversation to understand their needs.
Targeted Questioning
The system asks specific questions based on your qualification criteria to determine if they're a good fit for your business.
Data Collection
Essential information is gathered, including contact details, requirements, budget, timeline, and other relevant data points.
Lead Scoring
Based on the responses, the system assigns a qualification score to prioritize follow-up efforts.
CRM Integration
Qualified leads and their information are automatically transferred to your CRM system for immediate follow-up.
Smith.ai is a plug-and-play intake process and a built-in sales machine.
Gyi Tsakalakis
AttorneySync
Industry Use Cases
See how different industries benefit from our lead screening services
Law Firms
Screen potential clients based on case type, jurisdiction, and ability to pay for legal services.
Home Services
Qualify service requests based on location, urgency, service type, and budget considerations.
Financial Services
Screen prospects based on investment goals, risk tolerance, and available capital.
Frequently Asked Questions
Find answers to common questions about our lead screening services
How can a great lead screening and intake service help my business grow?
By filtering out unqualified leads, your team can focus exclusively on high-potential clients, increasing conversion rates and maximizing efficiency.
Why should my business hire an outsourced answering service for lead screening and intakes instead of a call center or in-house staff?
Outsourced services offer specialized expertise, cost efficiency, and scalability without the overhead of hiring and training in-house staff.
How do I estimate the cost of a lead screening and intake answering service for my business?
Costs typically depend on your call volume, complexity of screening criteria, and level of integration required. Our team can provide a customized quote based on your specific requirements.
What common business problems indicate that I need a lead screening and intake service?
High volume of unqualified leads, sales team spending too much time on initial qualification, inconsistent lead qualification processes, and missed opportunities due to delayed follow-up are all indicators that lead screening services could benefit your business.
Related Features
Discover other services that complement our lead screening solution
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