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Lead Capture

Lead Scoring & Triage

Scores inbound leads by job value, urgency, and fit. Routes high-value leads to the owner instantly, queues the rest.

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Quick Answer

Lead Scoring & Triage scores inbound leads by job value, urgency, and fit. Routes high-value leads to the owner instantly, queues the rest. Ironback deploys this in 5-7 business days with a typical ROI of 5-12x within 60 days.

5-12x within 60 daysTypical ROI
5-7 business daysDeploy time
4 toolsIntegrated
10 industriesSupported

The Problem This Solves

All leads are treated equally: the $500 residential faucet repair gets the same response time as the $50,000 commercial boiler replacement. Owners waste time on low-value calls while high-value opportunities cool off in the queue. No system exists to prioritize leads by actual revenue potential.

How It Works — Step by Step

1

New lead arrives (phone call, web form, email, or referral)

Action: AI evaluates lead signals: job type, equipment involved, property type (commercial vs. residential), urgency indicators, and customer history

Lead scored on a priority scale — A (high-value, urgent), B (solid opportunity), C (routine/low-value)

2

A-priority lead identified

Action: Owner/sales lead notified immediately via text with full lead summary: estimated job value, equipment details, and recommended response

High-value leads get owner attention within 5 minutes — before competitors respond

3

B-priority lead identified

Action: Automated acknowledgment sent to customer, lead queued for same-day follow-up by estimator or office staff

Solid leads get timely response without pulling the owner off a job

4

C-priority lead identified

Action: Automated response with pricing guidance, service area confirmation, or referral to appropriate provider

Low-value inquiries handled efficiently — owner never interrupted

Tools Used

  • CRM Integration
  • ElevenLabs Conversational AI
  • SMS
  • Email Automation
🛡️
Included in retainerThis automation is deployed as part of the Fractional AI Operations retainer. Setup, testing, monitoring, and optimization included.

Questions About This Automation

How does the AI know which leads are high-value?

Scoring model trained on your data: job type, equipment type, commercial vs. residential, new vs. existing customer, geographic location, and urgency signals. Accuracy improves over time as the system learns from your close/loss data.

What if a C-priority lead turns out to be a big opportunity?

Leads can be manually re-scored. The system also learns from overrides — if a 'residential faucet' inquiry turns into a $30K re-plumb, the scoring model adjusts for similar future leads.

What's the ROI?

Responding to high-value leads 5x faster improves close rates by 30-50%. If your average A-priority job is worth $15K-$75K and you close 2 additional jobs per month from faster response, that's $360K-$1.8M in annual revenue impact.

Ready to deploy Lead Scoring & Triage?

Book a free 30-minute call. We'll confirm this automation fits your setup and walk through exactly what deployment looks like for your business.

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