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Lead qualification demo — "Clearline Bookkeeping"

A chatbot that qualifies leads through a real conversation, not a form

It draws out revenue, document volume, and a couple more details as a natural back-and-forth, scores the lead, and hands your team a ready record — no rigid questionnaire, and every lead gets the same consistent read.

Stanislav Kapustin Stas K.

Every lead below came through the chat the same way a real one would — the bot asked what it needed to know, scored the answer, and moved on. Below is the list it's built up this session, then the chat itself to try, then the criteria it's scoring against — change a number there and the very next lead reflects it.

Qualified leads

This session's leads, scored live as the bot qualifies them.

  • Bright Bakery Co.

    $22,000/mo 140 docs/mo LLC Within a month
    Medium

  • Solo Consulting

    $1,200/mo 6 docs/mo Sole Proprietor Just exploring
    Unqualified

Talk to the qualification assistant

Type below — tell it about a business and watch it qualify the lead

Hi! I help qualify leads for Clearline Bookkeeping. Tell me a bit about your business to get started.

Qualification criteria

Edit as an owner — the bot reads these live, every reply, no redeploy needed.

  • Saved

  • Saved

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FAQ

Common questions — same answers the bot gives in chat.

Stanislav Kapustin Stas K.

A bot like this for your own intake — asking the right questions, scoring consistently, and handing your team a ready lead instead of a raw message — is exactly the kind of project worth a conversation.

Book a 30-minute call with me

Real availability from my own calendar — pick a time and it's booked, no back-and-forth.