Sales
AI Commercial Lead Qualification
Qualifies commercial cleaning opportunities across facility types and service scopes. Collects organization details, decision-maker and contact information, facility size and location, cleaning scope and frequency, occupancy, access and compliance requirements, current-provider issues, timing, and walkthrough preference before routing the lead to your team.

Big Commercial Leads Arrive With a Complete Brief
How it works
What's included
The key things this template does for you.
Greets callers with your company name automatically
Qualifies commercial cleaning opportunities consistently
Collects facility, scope, access and compliance details in one call
Never quotes prices or promises availability
Sends mold, biohazards and insurance matters to a person instead
Sends a ready-to-act brief straight to your sales team
Installation
What setting this up involves.
This agent answers on one channel: Phone. Bind a phone number to it during setup, or choose "Set up later" and add one before you deploy.
Add your service details to Global Context — service area, service types, add-ons, notice period, and exclusions.
Connect Gmail and set your estimator's email address to receive summaries.
Test the flow with a sample enquiry to confirm the summary arrives correctly.
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
SalesTAGS
Built by CogniAgent
Official template




