Apex Growth Partners , AI Lead Qualification Engine

Apex Growth Partners, a growth marketing agency with 12 employees, was drowning in unqualified leads. Their Tally intake form collected 200+ submissions per month, but sales spent 80% of their time on Discovery calls with prospects who had no budget, no urgency and no fit. Close rate had dropped to 8% and the team was burned out on meetings that went nowhere.

The agency tried manual qualification , a sales assistant reviewing every form submission and tagging leads as hot, warm or cold. This added 4 hours of delay and was inconsistent. Some great leads sat untouched for a day. Some terrible leads got priority because the assistant misread the form.

60%
Less Junk Pipeline
3s
Scoring Time
45%
More Closes

I built an LLM-powered qualification engine that scores every incoming lead in under 3 seconds. The system reads the free-text form responses, extracts pain signals (broken workflow, lost revenue, manual overhead), evaluates budget indicators (team size, current tool spend, growth stage), assesses urgency (when do you need this fixed) and maps fit against the agency's ideal client profile.

Each lead receives a score from 0-100 with a breakdown: pain intensity, budget readiness, urgency level and fit score. Leads above 70 are routed directly to the senior account manager with a pre-written context summary. Leads between 40-70 go to a nurture sequence. Leads below 40 receive a polite "not the right fit" response with a referral to free resources.

The scoring model was trained on 6 months of Apex's historical data , every closed-won and closed-lost deal, their form responses and the actual outcomes. This means the model learns what Apex's real buyers look like, not what a generic lead scoring template assumes.

Before

200+ unqualified submissions per month. 80% of sales time on bad leads. 8% close rate. Manual qualification adding 4 hours of delay. Inconsistent lead prioritization.

After

Leads scored in 3 seconds. Only qualified leads hit sales calendar. Close rate jumped to 12%. Zero delay between submission and routing. Consistent, data-driven prioritization.

Claude API Tally Webhooks HubSpot CRM Custom Scoring Model Make.com

Within 60 days, Apex's close rate went from 8% to 12% , a 45% improvement. Sales stopped wasting time on Discovery calls with unqualified prospects. The senior account manager reported working fewer hours while closing more deals because every meeting was pre-qualified and context-rich.

The system processes every lead automatically. No manual review. No delay. No inconsistency. The managing partner can see in real-time which intake channels produce the highest-scoring leads and has shifted ad spend accordingly.

Tired of qualifying junk leads manually?

Describe your intake process and I will design a scoring system that filters automatically.

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