USE CASES

Lead qualification workflows

Two workflows we deploy first when inbound is high-friction and criteria are strict.

Two use cases we deploy first

Designed for strict criteria, low-quality inbound, and programs with channel-model constraints.

Distributor / installer applications

Screen "become a distributor/installer" inquiries against your eligibility gates, enrich with light evidence, and escalate only qualified candidates.

Read use case

Strict-fit quote requests (small projects)

Qualify inbound requests that must meet narrow criteria (location, size, timeline). If it's not a fit, respond quickly and connect them to a certified partner.

Read use case

Send us your lead qualification gates

Copy/paste your disqualifiers, required fields, and escalation rules. We'll reply with clear next steps and a proposed qualification workflow.

No spam. No attachments without permission.