LeadPass
For lead generation & performance agencies

Add a qualification layer before every client’s calendar.

Leads answer a few short questions by voice. LeadPass weighs what they say against that client’s rules, gives you a clear verdict with evidence and shows each lead the next step you set for that client. Manage every client from one account.

Try it yourself See the agency workflow

14-day trial · Up to 3 client workspaces · 6 flows and 20 completed qualifications pooled · Payment method required

Example agency account
Client workspaces
3 of 5 workspaces
Pooled qualifications this month 628 / 1,500
Client Flows Leads Cap Pass · Review · No pass
Arborly CRM
/arborly-crm
 2 184 184 / 300
52 31 87
Northpeak Advisory
/northpeak-advisory
 1 96 No cap
21 18 49
Scalehouse Paused
/scalehouse
 2 143 143 / 250
34 27 68
Built for agencies responsible for lead quality — not just traffic.

Best suited to teams that control the path from landing page to booked conversation.

Lead generation Paid media Funnel agencies Qualified appointments
The client workflow

Stop sending raw leads straight to the calendar.

Put a short voice flow between lead capture and booking. Each client defines what good fit means. LeadPass asks, follows up when something important is missing and returns Pass, Review or No pass with the evidence behind the decision.

01

Create a workspace for the client

Its flows, leads, reports and public links stay together.

02

Set that client’s criteria and hard rules

Define what must be known and what should stop a lead.

03

Place the voice flow before booking

Send traffic to one hosted link before the calendar.

04

Choose what happens after the verdict

Show Pass leads the booking link, keep Review for your decision and close No pass clearly.

Traffic or landing page Voice qualification Pass · Review · No pass Calendar, manual review or decline
Multi-client operations

One agency account. A separate workspace for every client.

Run the qualification layer across a portfolio without combining client data or juggling a separate subscription for each one.

Separate by client

Keep each client’s flows, leads, reports, settings and hosted links in its own workspace.

One shared pool, individual brakes

Share monthly usage across the account, then set a cap or pause new starts for any client.

Read-only client visibility

Give a client access to Leads and Reports for its workspace without exposing billing, flows or other clients.

A signed webhook per workspace

Send selected Pass, Review and No pass results to the endpoint you manage for that client.

A result your client can inspect

Show why a lead passed — not just that it did.

Each completed result includes the transcript, summary, criteria assessment and evidence behind the verdict. Reports show verdict counts, recurring reasons and Pass rate by source, so the conversation about lead quality starts with the same facts.

  • ✓Verdict and reasons
  • ✓Evidence for each criterion
  • ✓Source-to-Pass reporting
Example verdict
Demo request · Arborly CRM
Pass
Use-case fit Strong
Buying authority Confirmed
Timing This month
Evidence

“Our VP of Sales is involved, the budget is approved and we want to roll this out to 25 reps next month.”

Agency pilot

Prove it with one client before rolling it out.

Your first Agency subscription includes a 14-day trial with up to 3 client workspaces, 6 flows and 20 completed qualifications pooled across the account.

A supported payment method is required. Cancel during the trial and you will not be charged.

Try it yourself
Agency pricing

Run LeadPass across your clients

Separate client workspaces, shared monthly qualification volume, and enough flows to run different offers or funnels per client.

Save at least 20%
Plan Price Client workspaces Flows Completed qualifications
Agency Starter $499/mo $399 monthly equivalent $4,788 billed annually in one payment 5 clients 20 shared across clients 1,500 / mo Start trial
Agency Growth Recommended $999/mo $799 monthly equivalent $9,588 billed annually in one payment 15 clients 60 shared across clients 4,000 / mo Start trial
Agency Scale $1,999/mo $1,599 monthly equivalent $19,188 billed annually in one payment 40 clients 160 shared across clients 10,000 / mo Start trial

Usage is pooled across client workspaces. Qualification quotas reset monthly on both billing intervals.

Prices exclude tax; tax is added where applicable.

Questions agencies ask before rollout

Yes. The first Agency subscription starts with a 14-day trial. You can pilot one client while having room for up to 3 workspaces, 6 flows and 20 completed qualifications pooled across the account. A supported payment method is required.
You can give a client read-only access to Leads and Reports in its own workspace. It does not expose your billing, plan, team, flow editor or any other client workspace.
All client workspaces draw from one monthly qualification allowance. You can set a monthly cap for a workspace or pause its public links for new leads without pausing the rest of the account.
LeadPass provides one signed webhook endpoint per client workspace. Send selected Pass, Review and No pass results to a raw webhook in Zapier, Make or n8n, or receive them in your own system. These are webhook connections, not native CRM integrations.
Not fully. A public flow uses the client workspace name and can use an optional speaker identity, but it stays on a LeadPass URL and shows “Powered by LeadPass”. Custom domains and full white-labeling are not available today.
A real lead normally uses one qualification when it reaches a final AI result — Pass, Review, No pass or Incomplete. Empty starts, owner tests and generated examples do not use the monthly allowance.

Add qualification before your first client’s calendar.

Start with one client. Expand across the portfolio when the workflow is proven.

Try it yourself Cancel renewal anytime