Summary
Qualifies partner agencies that want to buy leads and answers FAQs (incl. pricing) in one flow—so sales gets clean, prioritized submissions instead of back-and-forth emails.
Description
Embedded on the partner page, the agent handles discovery (“I want to buy leads”), asks structured questions (contact, vertical, volume, geo, current provider, timeline), and confirms consent. It also answers public FAQs from the website (plans, features, terms) and sends a complete intake to sales with notes and next steps. Optional: auto-book a consultation at the end.
Features
- FAQ answers pulled from site/KB (pricing, plans, terms)
- Structured lead-buyer intake: contact, lead type, volume, geo, current provider, budget, timing
- Eligibility & routing rules (priority scoring, vertical, region)
- Email confirmation with intake summary; CRM lead/opportunity creation
- Optional consultation add-on (handoff to scheduling)
- Analytics: drop-off points, qualification rates, FAQ gaps
ROI & Benefits
- Fewer missed inquiries; higher conversion from clear, complete intake
- Shorter time-to-first-contact via instant CRM creation & alerts
- Reduced sales admin; consistent qualification across reps
- Insight into demand patterns (verticals, volumes, regions)
Prerequisites
- ["DRUID tenant & bot","CRM connector (lead/opportunity write-back)","Knowledge Base indexed with public site/pricing","Email/SMS provider for confirmations"]
Integrations
Intake schema & scoring rules; FAQ curation & KB setupCRM field mapping; notifications & dashboardsPrompt tuning for objection/eligibility questionsUAT with sample agencies; go-live playbook
Services
- qualification, leads, faq, pricing, crm, intake, b2b, insurance, conversion
Found in Solutions (0)
This agent is not part of any published solutions.