Agency lead intake
Capture the business offer, target audience and desired service.
Turn campaign enquiries into a usable sales brief.
An AI voice agent for marketing agencies can collect campaign objectives, qualify inbound service enquiries and organise discovery-call requests. Give your team context before a strategy conversation.
An enquiry for “more leads” can mean very different things across businesses. The agency needs to understand the offer, audience, current channels and intended timeline before proposing work.
Capture the business offer, target audience and desired service.
Collect availability and the stakeholders joining the conversation.
Plan permitted follow-up questions for contacts who have requested information.
This is a proposed script, not a customer recording or a claim that the workflow is already connected. Test interruptions, incomplete answers and requests for a person in your pilot.
CallerWe need help generating enquiries for our new service.
AssistantWho is the service for, and which market are you targeting? I can prepare those details for a discovery call.
Next step: Prepare a discovery brief with stated goals, current channels and open questions. Let the strategist assess feasibility and scope.Agency CRM, campaign enquiry forms and discovery calendar may be part of your proposed setup. Confirm supported connections, permissions and an approved source of answers with the team. When access fails, collect a request instead of inventing an answer.
Prepare a discovery brief with stated goals, current channels and open questions. Let the strategist assess feasibility and scope.
Agree on callback ownership and timing. Confirm live-transfer support for your chosen phone setup separately.
Record a baseline, choose a bounded pilot and have your team review a sample of conversations. Separate requests from confirmed outcomes and record errors alongside successes.
Use the pilot checklist →This workflow handles and qualifies enquiries or permitted contacts. Acquiring new prospects through search, advertising and referrals remains a separate activity.
Share your agency crm, campaign enquiry forms and discovery calendar during discovery. Supported access, data fields and failure handling need to be confirmed and tested. The browser demo does not establish that these integrations are available.
Share the languages, accents and mixed-language conversations your callers use. Ask for a demonstration of those exact scenarios before rollout; this website does not publish a verified language coverage list.
Start with expected connected call minutes and a defined call type. Request a deployment-specific quote. Confirm telephony, setup, taxes and integration costs in your quote, then measure cost per useful outcome.
Share call volume, language requirements, common enquiries and the next step your team wants to improve. We can discuss a pilot and the connections it would need.