Golden Horizons
CAPABILITY · SALES & LEAD-GEN
AI Lead Qualification
Every inbound lead from form, email, or SMS gets qualified and lands in your CRM within seconds.
Audit this workflow →What it does
Captures leads from web forms, email, and SMS. Runs your qualification questions, scores each lead against your customer criteria, and writes the record to your CRM with tags and an owner assigned. Hot leads ping team chat in real time.
If you run paid ads or a contact form, you already know the problem. Leads come in from five places at once and nobody owns the handoff. A Facebook lead sits in Ads Manager. A Google form response drops into a shared inbox. A partner referral arrives as a text to your personal phone. None of those sources talk to each other. None of them score the lead against your actual customer criteria. And the rep who follows up three hours later is working cold.
This build kills the scatter. Web forms, SMS, chat widgets, email aliases, partner referral links: every channel routes into one intake pipeline. When a lead arrives, an enrichment step pulls the signals that matter for your business. Company size if you sell B2B. Property type and geography for real estate. Service history for a home-services contractor. That context feeds a scoring model built around your ideal customer profile, not a generic 0-to-100 number. You define the criteria: job type, geography, budget signal, timeline. Leads that clear your threshold route to the right rep with a CRM record already created, fields filled, owner assigned.
Hot leads do not sit. A team chat notification hits the assigned rep's phone within a minute of intake. If no contact attempt gets logged inside your SLA window, the system nudges. If the rep is heads-down, the lead can escalate to a backup or fire a holding message so the prospect knows someone is coming.
The owner dashboard shows what you actually need to manage: lead volume by source, average score by channel, response time by rep, and conversion from intake to booked appointment or signed client. When a source starts dumping low-quality volume, you spot it before you burn another month of ad spend. Golden Horizons scopes the build around the stack you already run, whichever CRM and whichever channels are already live, so this is wiring, not a rip-and-replace.
Use cases
- A real estate agent on Zillow Premier Agent pulls every inquiry into Follow Up Boss with a pre-filled contact record, a score based on price range and timeline, and a team chat ping straight to the agent's phone.
- A personal injury firm collects intake from a website form, a Google Local Services call form, and partner-attorney referral links. All three land in one queue and get screened against the firm's case criteria, including injury type and state of incident.
- A residential roofing contractor catches after-hours web inquiries through a chat widget. Storm-damage and urgent-repair leads score high and trigger an instant SMS from the owner's business line. Future-project leads get a next-business-day callback sequence.
- An insurance broker running Medicare Advantage campaigns collects leads across three ad platforms. The pipeline deduplicates across sources, scores against age and eligibility, and writes a clean record to Salesforce Health Cloud with the matching carrier products attached.
- A med spa promoting on Instagram and Google captures consultation requests around the clock. The system qualifies on treatment interest and geography, books straight onto the injector's calendar for prospects who clear the bar, and holds the rest in a follow-up queue.
What’s included
- Fixed scope with written acceptance criteria before any build starts
- Customization layer for your brand voice and business rules
- Clean handover with documented runbook and live training
- Monthly ROI report for three months post-delivery
- Source code delivered to your GitHub on handover
What’s NOT included
- Third-party API subscription costs (billed to your accounts)
- Data migration from legacy systems
- Ongoing infrastructure costs after handover
How clients use this
Fixed-scope build with clean handover, documented ownership, and optional support for monitoring, maintenance, and minor changes.
Part of
Used in: Law Firms , Real Estate Agents , Construction Firms , Dental Practices , Restaurants
Questions Lead Intake clients ask
Which CRMs does this build connect to, and how complex is the integration?
The build works with whichever CRM you already run. The common ones for our verticals: HubSpot at any tier, Salesforce, Follow Up Boss for real estate, Clio for law firms, and JobNimbus or ServiceTitan for home-services contractors. Integration is read-write through the CRM's official API. We create records, populate fields, assign owners, and add notes. You do not switch CRMs or run a parallel system. The scoping call before the build maps every field, so what lands in the CRM is exactly what your team expects to see, not a generic contact they have to clean up. How long it takes depends on how many custom fields and pipeline stages you run, but most integrations are fully wired inside the two-week window.
How does the lead scoring work, and can we see why a lead got the score it did?
Scoring is built around your ideal customer profile, not an off-the-shelf algorithm. Before the build starts, we work through the criteria that actually predict a good client for you: job type, geography, budget signals, timeline, referral source, whatever your sales team already uses to qualify a lead in their head. Those criteria get weighted and coded into the model. Every scored lead carries a reason breakdown in the CRM record, a short field that shows which criteria the lead met, which it missed, and where it landed. If a lead scores low and your rep priorgrees, they can see what drove it and flag it. That feedback loop is how the model gets tuned over the first few weeks until it matches your reps' judgment.
How is data privacy handled, and where does the lead data actually live?
Lead data lives in your CRM and nowhere else. We do not keep a shadow database of your prospects. The pipeline processes data in transit for enrichment, scoring, and routing, then writes the output to your system. For enrichment we use APIs that operate under their own data processing agreements, and we name every third-party source during scoping so you can review them before the build starts. If you operate in a regulated context, such as healthcare-adjacent work, financial services, or states with strict consumer data laws like California or Virginia, we scope the data handling to what your compliance posture allows. For anything touching protected health information, we recommend the HIPAA-covered build track, which adds a BAA and routes data only through compliant services.
What is the real impact on speed-to-contact, and does it change outcomes?
Speed-to-contact matters most in high-competition verticals where the prospect has six tabs open. Real estate, home services, legal, med spa: the person who just submitted a form is often still in the browser when your first message lands. Research on lead response, including work published by MIT Sloan and sales firms like Velocify, has long shown that contact inside the first five minutes converts far better than an hour later, and an hour still beats next-day by a wide margin. We will not quote a fixed percentage, because your baseline conversion rate and market heat decide the actual lift. What the build removes is the variable of human availability in that first window. The system responds within seconds of intake at any hour, so your rep's first call is warm instead of cold. Whether that closes more deals depends on your offer, your team, and your market. We can tell you what changed in the intake layer. We cannot promise your close rate.
What happens after the initial build, and do we need ongoing support?
The build runs without hand-holding once it is dialed in. A few things reliably cause drift, though. Your CRM updates and a field mapping breaks. An ad platform changes its lead form format. Your ICP shifts because you moved upmarket or added a service line. A new rep joins and needs a different routing rule. Ongoing support covers those changes as they hit, with the same engineering team and no re-explaining the system from scratch. It also covers monitoring: if the pipeline stops processing leads because an API key rotated or a webhook endpoint moved, you hear it from us, not from a rep wondering why their pipeline went quiet. Clients with stable intake sources and a team comfortable in CRM settings sometimes run on the build alone for months before needing additional support. We will tell you at build close-out what your specific setup realistically needs.