An assistant that replies to every new enquiry from your forms, portals, ads and WhatsApp within a minute. It asks the questions you’d ask, scores the answers against your rules and books the ready ones — all logged in your CRM.
Free · 20 minutes · You talk to Syed · Scoped before anything is built
How it runs
Lead Qualification Running
The right next step
A lead comes in
Website form, listing portal, Meta lead ad, email or WhatsApp — all in one queue.
The assistant replies and asks
A first message within a minute, then the two or three questions that matter to you.
Your CRM updates
Contact, source, answers, score and next task, written to the CRM you already use.
The right next step
Ready leads are booked; the rest get follow-up, and spam is set aside.
A scripted walk-through of a typical lead qualification conversation — press play.
Portal lead qualified and booked
New portal lead · Daniel O. · 3-bed semi, Leslieville · “Is this still available? We’d like to see it soon.” · mobile number provided
Hi Daniel, it’s Birchgate Realty’s AI assistant. The Leslieville semi is still available. When are you hoping to move, and are you pre-approved yet? Reply STOP to opt out.
Hi, ideally by May. We were pre-approved last month and the asking price is within range. First home, so nothing to sell.
Thanks, Daniel. Aisha Grant is the listing agent. She can show it Tuesday at 6:00 pm, Wednesday at 5:30 pm or Thursday at 12:30 pm. Which works for you?
Tuesday at 6, please.
Hi Daniel, Aisha here. You’re confirmed for Tuesday at 6. I’ll send the floor plan and recent sales on the street tonight.
First reply in 38 s; qualified, scored and booked with the agent in 3 min 05 s.
Set this up for my businessTimeline, budget or financing, area, the type of job or matter — whatever tells you someone is ready. We turn it into a short question set and a simple, readable score.
Website forms, listing portals, Meta lead ads, email and WhatsApp feed one queue. Duplicates are merged and each lead keeps its source.
The first message goes out within a minute, in your tone. It asks a few questions, scores the answers and books ready leads into the right calendar. We review scores against real bookings each month.
Works with the tools you already use
Connected through official APIs where available. Names and logos are trademarks of their owners; no affiliation implied.
The first reply answers the lead’s own enquiry. Under CASL, an enquiry gives implied consent for six months; every message names your business and offers an opt-out. For US leads we add consent language to your forms, in line with the TCPA.
The first message says it’s an assistant. Anyone who asks for a person gets one, and questions about price, rates or advice go straight to your team.
Scores come only from the rules you set, such as timeline, budget and area — never from a lead’s name, age, background or other protected characteristics. A person can override any score.
Real estate and mortgage lead ads run in Meta’s special ad categories. Financing is discussed in general terms only, never account numbers by text, and we design around PIPEDA.
About 30 new leads a week from portals, Meta lead ads and the website. The admin replies when she can, often hours later, and copies each lead into Follow Up Boss. The assistant takes over first replies, qualifying and booking.
About 3–4 hours a week back for the team’s admin and agents (estimate)
Estimates use typical volumes and include a 20% allowance for overlap and ramp-up. Your audit measures the real numbers.
Leads don’t wait the way they used to. Someone fills in a portal form on Saturday morning, asks two other agents the same question and talks to whoever answers first. A homeowner pricing a new roof does the same. By Monday, they’ve often chosen someone else.
The problem isn’t effort. Leads arrive in too many places — portals, ad forms, your website, email, WhatsApp — and someone has to notice each one, reply, ask the same questions and type it all into the CRM. On a busy day that’s the first job to slip, and the people ready to book wait as long as the browsers.
Every lead gets a reply within a minute, in your tone. The assistant asks the two or three questions that tell you whether someone is ready: when they want to move or start, whether they’re pre-approved or have a budget, where the work is. It scores the answers against your rules and acts on them.
Ready leads are booked into the right person’s calendar, with a summary to read before the call. Leads who aren’t ready get a follow-up plan through AI SMS and email instead of silence. Spam and out-of-area requests are set aside, not chased.
If a lead prefers WhatsApp, the same questions run through a WhatsApp AI assistant. Leads from Meta ads are answered moments after the form is submitted.
Every lead lands in the CRM you already use, with its source, answers, score and next task. Your team stops retyping and starts each call knowing who they’re talking to, and you can see which sources bring leads that book.
We usually start with your busiest source and add the others once you’ve seen a few weeks of real leads.
Every engagement is scoped on a call. You’ll know the cost before anything is built.
Last updated October 7, 2026
The one you already run, such as HubSpot, GoHighLevel, Pipedrive or Follow Up Boss. Answers and scores go into fields your team already uses, so nobody switches systems. If you work from a spreadsheet, we can start there.
It’s a simple points system built from your own rules: timeline, budget or financing, area and job type. Each lead shows the reasons behind its score, and anyone on your team can override it.
Yes, but replying to someone’s own form or portal enquiry usually qualifies. CASL treats an enquiry as implied consent for six months, with your business named and an opt-out in each message. For US leads we add consent language to your forms first, in line with the TCPA. This isn’t legal advice.
The assistant hands over the conversation with a short summary, alerts the right person by text or Slack and stops messaging, so nobody gets two replies. A lead who asks for a person gets one straight away.
Yes. Meta lead ads can pass each lead along as soon as the form is submitted, and most portal enquiries arrive as emails or webhooks. We confirm each source on the scoping call.
It depends on lead volume, how many sources we connect and which CRM you use, plus messaging fees. We scope it on a short call and give you a fixed build price and a clear monthly running cost before anything is built.
Bring your call volume, your tools and the part that annoys you most. In 20 minutes you’ll know what it would take — and whether it’s worth doing.
Free · 20 minutes · You talk to Syed · Prefer email? muhammad@sadaat.ca