Your AE preps for the 11am demo. It's a student. The 3pm 'evaluation' turns out to be a competitor having a look around. Let requests speak first, so your team walks into real deals with the context already in hand.
For B2B SaaS with inbound demo requests.
Tell LeadPass what a great lead looks like, in your own words. It turns that into the criteria to check and the questions to ask.
“Inbound demo requests for our B2B SaaS. Sales should only demo real opportunities. Time-wasters: students, no-budget startups, competitors 'researching', and juniors with no say. Qualified requests book the AE directly.”
One lead, start to finish — this is what happens after you share your flow, and why it is not a form.
Recording a few voice answers takes real effort. The mass-blasters and the merely curious won't bother — and that's the point: whoever finishes is already showing real intent.
It doesn't just store fields. It listens to the rambling and files the evidence under each of your criteria — with the exact quote.
When an answer you need is still missing, LeadPass writes the question for that one lead and asks it in the same session, before saying goodbye.
Hard rules fail in code, not on the AI's opinion. However good the rest sounds, a broken rule is a No pass — and the reverse holds: the AI can't reject, on a hunch, someone who meets your rules.
Monday, the inbox isn't 60 rows to sort. It's 12 Pass with their quotes, 8 Review, and 15 No pass with the exact reason. You look at 12, not 60 — and Pass gets the AE's calendar as the next step.
It hears “budget… we'll see” and files Budget as Low — with the quote. A dropdown only has the options you listed.
When a must-know answer is missing, it writes the follow-up for that one lead and asks it live. A form is the same for everyone.
Pass, Review or No pass — each with the reason and the evidence behind it. Not forty rows you might have to read on a Sunday.
A form collects answers for you to read. LeadPass runs the sales-qualification conversation you'd run — and hands you an auditable recommendation with quotes.
This is one shape. Swap the criteria and the same flow runs before every next step that shouldn't be open to everyone.
They answer by voice before they can book — budget, urgency and real intent, read before your Calendly.
See the flow For agenciesSeparate client workspaces, pooled usage and one repeatable qualification service for every funnel you run.
See the flow Programs & communitiesGoal, business context, timing and investment — before a prospect takes a sales slot.
See the flowA real lead normally uses one qualification when it reaches a final AI result — Pass, Review, No pass, or Incomplete. New starts stop at your plan limit, but a lead already in progress can finish. Empty starts, test-runs, and example leads do not use quota.
Put one link in front of one offer — and stop taking calls you shouldn't.
Run it across everything you sell — each offer with its own rules.
For teams running qualification across several campaigns, offers, or languages.
Every plan includes the full product — you're choosing volume, not features. Switch plans as you grow.
Prices exclude tax; tax is added where applicable.
Run separate client workspaces with pooled usage and agency pricing.