What's the main challenge you're hoping to solve?
M
Capture and Qualify Leads
Concierge agent · 3.2K uses
For Rev Ops Teams
Turn Every Inbound Lead Into Clean Revenue Context.
Perspective qualifies in real time, asks the follow-up your form cannot, and sends complete context to the right rep, sequence, or system.
01Listen
Inbound talks, in real time
02Learn
Answers become clean fields
03Prioritize
Set the qualification bar
04Release
Ship the new routing
v2.101 · Listen
Qualify while the buyer is still on the page.
- An agent asks the follow-up your form cannot: budget, timeline, incumbent, and why they came today.
- Required criteria stay standard across every campaign and entry point, so records arrive comparable.
- Around 90% of visitors finish, against 46% on a static form, because it only asks what is relevant.
- Runs on the page, behind a paid ad, in an email, or out loud over voice.
Over voice
Spoken answers, with the asides and hesitations a typed reply never has. Transcribed and structured on arrival.
On your page
Triggered at the moment that matters, not weeks later.
In an email
One link, no login, no portal to remember.
Behind a QR code
In person, on print, in the room.
02 · Learn
Turn scattered answers into one clean view of demand.
- Every conversation is summarized into structured fields plus the reasoning behind them.
- Repeated blockers, competitors, and purchase triggers group themselves across the whole funnel.
- Compare what converts against what stalls before you touch the scoring model.
- Marketing and sales read the same qualitative evidence instead of two different dashboards.
Procurement needs SOC 2 before we can even pilot.
We are mid-contract until March, so nothing happens before then.
Nobody could tell me if it works with our warehouse.
Theme
Timing and compliance, not price
Two thirds of stalled opportunities named one of these, and none of them named cost.
03 · Prioritize
Decide what sales-ready actually means.
- Set the bar from evidence: which answers predicted a closed deal, and which predicted a no-show.
- Qualification happens before the calendar does, so reps stop spending afternoons on bad fits.
- Everything else routes to nurture with the reason captured, which is a list marketing can act on.
- Your existing lead score keeps working, with better data underneath it.
Predicted a closed deal
Named a compliance deadline57%
Named a current contract end date38%
Asked about price first11%
“The ones with an audit date move. The ones just looking never do, however keen they sound.”
RevOps lead, Series C SaaS
04 · Release
Ship the routing change, then measure the pipeline.
- Routing changes get treated like releases: what shipped, when, and what moved because of it.
- The next cohort of inbound tells you whether the new bar was right, rather than waiting a quarter.
- Qualified demand keeps flowing to HubSpot, Salesforce, Slack, or a webhook the whole time.
- Then it runs again, which is the difference between a loop and an annual scoring review.
Routing changelogthis quarter
v2.1
Compliance deadline added as a routing signal
Meeting-to-opportunity up 28%
v2.0
Early-stage traffic diverted to nurture
No-shows down 41%
v1.9
Demo form replaced with a qualifying agent
Completion up to 91%
Each release feeds the next cohort of inbound, so the qualification bar is set by evidence rather than by argument.
Start the loop on your own inbound.
Get Started FreeCustomer Momentum
This Is What It Looks Like When the Funnel Explains Itself.
Four things that move together, because they share one root cause: clean context on every lead, captured while it is still fresh.
↓
Acquisition cost
Spend stops following leads that were never going to buy, because the qualification bar is set by evidence rather than by form fills.
↑
Win rate
Reps work the leads that match what closed before, and the routing sends the rest somewhere honest.
↑
Organic and referral
Buyers routed correctly the first time say so. Fewer wasted calls means more of the good kind of word of mouth.
=
One story
Marketing, sales, and finance read one definition of a qualified lead out of one set of fields.
Start From a Template Built for Rev Ops.
Each one arrives with the questions drafted and the follow-up logic already set. Change what you want and put it live.
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