Hand the closer a brief, not a raw form.
Unqualified holds waste the people you pay to close. The team runs your questions, enriches the account, and routes a next step you can defend.
What this looks like for qualification
Bad leads reach the account executive because every rep qualifies differently and the standard lives in someone's head, because forms lie and the closer only finds out on the call, and because busy people skip the leads that look small. The team runs the qualification questions you configure, in a real call or thread, discloses that it is AI, enriches the account through Sage, and routes a next step you can defend: a brief for the closer, or continued nurture if the fit is not there yet.
The handoff is a conversation, not a name and a form: research, the objections that already came up, and the next step. Qualification starts on contact, with a first response target under 60 seconds on the sources you connect. The criteria are yours; there is no generic framework sticker. Team is $1,999 a month for 250 leads worked, and the closer's calendar only takes the holds that earned it.
Why do bad leads reach the AE?
- Inconsistent criteria - Every rep qualifies differently, and the standard lives in someone's head.
- Wasted AE time - Forms lie. The closer finds out on the call.
- Good-but-small leads ignored - Busy people skip the ones that look small.
- Missing context at handoff - The AE gets a name and a form, not a conversation.
It asks the questions you configured, in a real conversation, then passes a brief or keeps nurturing if the fit is not there yet.
- Custom qualification rules - Your criteria. BANT is optional language, not the product
- Conversational, not a 12-field gate - It asks like a person, in the channel they answered
- Enrichment - Company and contact context before the handoff
- Routing you set - Territory, segment, or round-robin, if you configure it
How do you start?
Capture
Any source you connect
Converse
A call or a thread. It discloses that it is AI
Enrich
Sage works the account
Hand off or hold
A briefed AE, or stay in nurture
What it actually does.
Custom qualification rules
Your criteria. BANT is optional language, not the product
Conversational, not a 12-field gate
It asks like a person, in the channel they answered
Enrichment
Company and contact context before the handoff
Routing you set
Territory, segment, or round-robin, if you configure it
Disqualified is not deleted
It stays in nurture until the fit changes
A brief, not a score
The AE gets the conversation, not a magic number
Capacity and plan facts
What the plan includes and what the system can run. Not an outcome rate we cannot back.
Human SDR figures ($11,200-$12,800 a month fully loaded) derive from The Bridge Group 2025 SDR report (on-target earnings), BLS employer-cost release (employer load on payroll), RepVue (SDR compensation), plus a typical tool stack and a manager's share. The cost-per-meeting figure divides that loaded cost by a 10-14.6 meetings-a-month median; it is derived, not a published price. Our own numbers are plan prices and capacity, never outcome promises. Model it on the AI SDR cost calculator.
Related Use Cases
Put this on your leads.
First 30 days on your own pipeline. No card. Live in 72h.