What's driving the timeline on this procurement?
M
Qualify RFPs Before You Bid
Concierge agent · 1.2K uses
Concierge Agent
Capture and Qualify Leads
Your lead form loses buyers in field three. Demo request forms collect title and company size. Your concierge learns budget, timeline, decision-makers, and what's driving their search. Sales gets qualified leads with full context—not a calendar full of tire-kickers who were never going to buy.
Real budget data
Decision maker clarity
Instant qualification
Used 3,200+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
Always ask about their budget range and decision-making process
Ask who else needs to be involved in the evaluation
How it adapts
Follow-ups that change based on what people say.
If they're evaluating multiple vendors, ask who else they're considering
If they have a specific timeline, ask what's driving the deadline
Where it routes people
Different paths for different answers.
If they're enterprise (500+ employees), route to the enterprise sales team
If they're not a good fit, offer self-serve resources instead
Automations it can trigger
Actions that fire the moment a response comes in.
Create a HubSpot contact with qualification score and next steps
Send a Slack message to #sales-qualified with deal summary
Trigger a Calendly link for qualified prospects to book their demo
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
When a prospect requests a demo, your concierge engages them in a natural conversation to understand their use case, timeline, budget, and decision-making process. It identifies key stakeholders, uncovers pain points, and determines buying intent—then routes qualified leads to your sales team with full context, while gracefully deflecting poor fits.
Getting started
- 1
Share your existing demo request page—we'll analyze it and design your concierge
- 2
Define what makes a qualified lead: budget, timeline, decision-makers, deal-breakers
- 3
Connect to HubSpot, Slack, and Calendly
- 4
Deploy and start receiving qualified leads with complete context
Template Details
- Agent Type
- Concierge
- Category
- Sales & lead generation
- Industry
- SaaS / TechProfessional Services
- Business outcome
- Convert more leads
- Job to be done
- Qualify leads
- Journey stage
- Intake & qualification
- Integrations
- Hubspot, Slack, Calendly
- Times Used
- 3,200+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Static lead forms force prospects to pick from dropdown options like 'Budget: $10K-50K' when their actual situation is complex — maybe they have $30K approved but could get $80K for the right solution, context that your sales team never learns until deep into the process.
- Traditional lead capture asks 'What's your biggest challenge?' with a tiny text box, so prospects write 'efficiency' when they mean 'our manual process costs us 20 hours a week and two customers just complained about slow response times.'
- Lead generation forms treat a founder researching their first hire the same as an enterprise VP replacing an existing vendor — both get identical fields, so your sales team has no idea how to approach each conversation.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- AI conversations probe budget context naturally — learning not just the approved amount but the decision process for getting more, what would justify a bigger investment, and who controls different spending thresholds.
- Adaptive follow-ups turn vague pain points into specific business problems — understanding exactly which processes are broken, what it's costing, and what deadline is driving urgency to fix it.
- Smart conversations adjust depth based on company maturity — asking a startup about growth goals while asking enterprise prospects about integration requirements, compliance needs, and rollout timelines.
What makes a lead capture form effective?
Effective lead capture balances conversion rate with lead quality. Traditional forms force a choice — ask fewer questions to maintain conversion or ask more to qualify leads. AI conversations eliminate this tradeoff by adapting to each prospect. Engaged buyers share more detail while casual visitors still convert. The result is higher completion rates with richer qualification data. Your sales team gets context about budget, timeline, and decision authority without forcing every prospect through a 15-field form that tanks conversion rates.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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