Inbound lead response + qualification
Sub-5-minute response to inbound leads: qualify against ICP, ask 2-3 discovery questions, route to right rep, book meeting.
smb
financial
sales
Monthly Active Users
5,000
default for smb
Calls per User / Month
4.2
Token Shape (in/out)
800 / 300
Setup Complexity
medium
~20 hours
Suggested capabilities
inference
retrieval
agentic
voice
evaluation
Integration
Complexity
medium
Setup hours
20 hrs
Glue cost / month
$35
Common systems
Salesforce FSC
Wealthbox
Production hints
Default review rate
5%