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Professional Services

Discovery Call Agent

by Katexs

Qualifies inbound leads before they hit a closer's calendar.

Want this agent running in your business?

Handles
5 tasks
Channels
Voice · Chat · SMS
Connects
4 integrations
Build time
48 hours
Complexity
Standard
KATEXS / PROFESSIONALLIVEQUEUETHROUGHPUT / TODAY1,284

Overview

Your closers shouldn't waste time on unqualified leads. This agent handles the first touch on every inbound inquiry — qualifying budget, timeline, decision-making authority, and fit before booking a discovery call on the closer's calendar. It filters out tire-kickers and only passes hot leads to your team.

What it handles

  • Answers inbound inquiries from website, ads, and referrals
  • Qualifies on budget, timeline, authority, and need (BANT)
  • Explains your process and sets expectations for the discovery call
  • Books qualified leads directly into the closer's calendar
  • Sends a pre-call questionnaire to warm up the prospect

Channels

VoiceChatSMS

Integrations

CalendlyHubSpotGoogle CalendarZapier

Workflow

  1. 01

    Inquiry Received

    Lead fills a form, clicks an ad, or calls in; agent responds instantly.

  2. 02

    Qualification

    Agent runs BANT qualification by voice or chat in under 3 minutes.

  3. 03

    Book Discovery

    Qualified lead gets a calendar invite with the closer.

  4. 04

    Pre-Call Prep

    Agent sends a brief questionnaire and meeting link to the prospect.

What you'll need

  • Closer calendar with availability blocks
  • Qualification script or scorecard
  • CRM to log lead source and score