Your calendar fills with people who like the idea but have not decided whether they can invest. Let prospects explain what they want, why now and how they will decide before they speak with sales.
For paid coaching programs, mentorships, business cohorts and premium communities sold through a consultation.
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.
“A 12-week business growth program sold through a consultation for €5,000. Before a sales call I need to understand the prospect's business, goal, timing, buying authority and whether the investment is realistic. Time-wasters: people looking for free advice or a quick-fix guarantee.”
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 40 rows to sort. It's 9 Pass with their quotes, 6 Review, and 8 No pass with the exact reason. You look at 9, not 40 — and Pass gets the program sales call 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 B2B SaaSStudents, browsers and competitors filtered out before your AE's calendar.
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.