AI Lead Qualification & QC System

Lead Conversion

AI qualification and QC turn raw lead conversations into cleaner, more consistent handoffs before the qualification team reviews them.

Problem

Lead information and project classifications were inconsistent before handoff, creating rework and making important details easier to miss.

Before

Leads entered the CRM with incomplete or inconsistent information, while classification depended heavily on whoever reviewed the conversation first.

System

AI extracts lead details, validates location data, classifies the project, and runs QC checks before handoff. Uncertain cases are routed for human review.

How it works

1. Extract key information from the lead conversation
2. Validate ZIP, location, and service-area rules
3. Classify the project and run QC checks
4. Transfer clean leads or route uncertain cases for review

Architecture

Lead Intake → AI Extraction → Validation & QC → Qualification Handoff

Outcome

Lead handoffs arrive with more consistent data and classification, while uncertain cases stay visible for human review.

What it changes

• 55 ACTIVE SUB-ACCOUNTS: Running across home-service accounts in GoHighLevel
• AI + QC CHECK: Lead data and classification are checked before handoff
• HUMAN REVIEW: Uncertain cases are routed to a reviewer instead of being passed through automatically

Stack

• GoHighLevel
• AI
• n8n
• Webhooks

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