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SMC markShae Marcus Consulting
Product

AILeadQualificationChatbot

24/7 lead intake and booking with clean handoff summaries.

Convert inquiries into booked appointments, automatically. A lead capture and qualification flow built to run at scale that routes the right prospects to the right next step, without missing after-hours demand.

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Who it's for

Best-fitteams

  • Service businesses that rely on inbound calls and form leads
  • Teams that want fewer junk leads and faster response times
  • Operators who need consistent intake, summaries, and routing
Inputs required

Whatweneedfromyou

  • Your offer list, service areas, hours, and intake rules
  • FAQs, qualifying questions, and disqualifiers
  • Calendar availability and booking constraints
  • CRM fields or lead destination (email, Slack, webhook, etc.)
  • Brand tone and any compliance disclaimers
Product snapshots

Liveimplementationexamples

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Outputs delivered

Whatwebuild

  • Website chatbot widget with structured qualification
  • Appointment capture with routing rules and confirmations
  • Instant lead summaries and internal notifications
  • Follow-up automation for missed calls and incomplete intakes
  • Reporting hooks for lead quality, bookings, and drop-off points
Integrations

Connecttoyourstack

We integrate with the stack you already use. If you do not have a system in place, we set up a straightforward starter setup you can grow from.

Google CalendarCRM/webhooksEmail and Slack notificationsCall tracking or form platforms (as needed)
Implementation timeline

14to30days

A focused build cycle with real deployment, monitoring, and an optimization loop. No AI theater, no vague promises.

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Week 1: Intake design
  • Define qualification flow and routing rules
  • Collect FAQs, offer details, and objections
  • Confirm booking constraints and handoff paths
Week 2: Build and integrate
  • Implement chatbot flows and fallback handling
  • Connect calendar, notifications, and lead destinations
  • Set tracking events for bookings and key steps
Week 3: QA and launch
  • Test edge cases, handoffs, and lead summaries
  • Validate mobile UX and performance impact
  • Launch with monitoring and alerting
Week 4: Optimization pass
  • Tighten questions based on real conversations
  • Improve lead quality via routing and review checkpoints
  • Baseline monthly performance review cadence
Ongoing: monitoring + monthly optimization
Monthly prompt and routing optimization based on lead quality
Drop-off analysis and conversion improvements
Integration health checks and delivery monitoring
Monitoring

Monthlyoptimizationloop

  • Conversation QA and misrouting prevention
  • Lead quality review and qualification tuning
  • Handoff reliability (calendar, notifications, CRM/webhooks)
  • Monthly performance review (bookings, qualified rate, drop-off)
Related services

Executionlayer

Products are the system. Services are the execution layer that supports implementation, iteration, and growth.

Website Design and Builds
Launch a modern site that books calls and captures leads.
Explore
Typical timeline: 2 to 4 weeks for a full build. Ongoing optimization optional.
Paid Ads Management
Turn ad spend into qualified leads and booked appointments.
Explore
Typical timeline: Kickoff in 7 days. Weekly optimization cadence.
Hosting, Maintenance, and Security
Reduce downtime, security risk, and performance regression.
Explore
Typical timeline: Setup in 1 to 3 days. Ongoing coverage monthly.
Next step

Wanttheexactimplementationplan?

We map your stack, define the first 30-day deliverables, and confirm the fastest path to measurable outcomes.

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