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Sales

AI Residential Lead Qualification

Qualifies residential cleaning leads across standard, recurring, deep, move-in/out, and post-construction services. Collects home size, bedrooms and bathrooms, condition, pets, add-ons, frequency, access requirements, preferred timing, and contact details before routing the lead to your team.

Ready to Quote: Every Home Detail in One Brief

Ready to Quote: Every Home Detail in One Brief

How it works

1. Trigger: The Residential Qualification actor answers when a customer calls the number you connected. 2. Collecting the brief: The actor asks one question at a time to gather everything needed for the residential brief — contact details, address and postcode, property type, bedrooms, bathrooms, approximate size, service type, frequency, condition, pets, add-ons, preferred timing, parking, and access constraints. It skips anything the customer already volunteered and groups related questions naturally. 3. Staying in scope: The actor never states a price, confirms availability, or promises a specific appointment time. 4. Summarizing the brief: Once the conversation reaches a natural end and all details are collected, the actor summarizes the full residential brief. 5. Sending the summary: The summary is emailed to the estimator via the connected Gmail integration, giving them a complete, ready-to-quote brief the moment the conversation finishes.

What's included

The key things this template does for you.

Qualifies every inbound call the same way, automatically

Collects property size, condition, pets, and add-ons

Sends a ready-to-quote summary straight to your estimator

Asks the same complete set of questions every time

Confirms service type, frequency, and preferred timing

Installation

What setting this up involves.

1

This agent answers on one channel: Business Phone. Bind a phone number to it during setup, or choose "Set up later" and add one before you deploy.

2

Add your service details to Global Context — service area, service types, add-ons, notice period, and exclusions.

3

Connect Gmail and set your estimator's email address to receive summaries.

4

Test the flow with a sample enquiry to confirm the summary arrives correctly.

5

Deploy the flow!

~4 min to launch

Free to start. You will sign in first, then set it up.

Connect 1 tool, fill in a few details, and install it. No coding.

FUNCTION

Sales

TAGS

Cleaning

Built by CogniAgent

Official template