Know who's ready to buy
Qualify leads automatically. Route hot leads to sales, others to nurture. Stop wasting time on tire-kickers.
The old way vs ioZen
The old way
- All leads look the same
- Sales calls everyone
- Wasted hours on unqualified leads
- Hot leads wait in queue
- No attribution data
With ioZen
- Budget, timeline, urgency captured
- Hot leads routed to sales instantly
- Others go to nurture sequences
- Priority queue for ready buyers
- Full attribution so you know what works
Sales that focus on the right people
Diego runs a B2B software company with a two-person sales team. Before ioZen, they called every lead and spent half their day on people who were "just browsing." Now the IntakeBot qualifies leads on the website. Tuesday morning, Diego checks the board: 4 hot leads (budget confirmed, timeline this quarter) at the top, 11 warm leads in nurture. His team calls the hot ones first and closes two by Thursday.
What the lead sees
Quick, natural, and it qualifies them without feeling like a quiz
IntakeBot
What brings you here today? What are you looking to solve?
We need to automate our onboarding process. Right now it's all manual and we're growing fast.
IntakeBot
Makes sense. How many people are you onboarding per month right now?
About 30-40 new customers a month, and growing.
IntakeBot
Got it. Do you have a budget range in mind, and when would you ideally want this running?
Budget is around $5-10k. We'd love to have it working within 6 weeks.
IntakeBot
Great. I'll connect you with someone from our team who can walk you through options. Expect a call today.
The numbers
What changes when qualification happens before the call
Sales call conversion
Time on unqualified leads
Response time for hot leads
The full pipeline
From website visitor to sales call
Lead starts chat
On your website or landing page
Scored and qualified
Budget, timeline, urgency
Contact created
With full context
Card on board
Hot / Warm / Cold lanes
Routed to sales
Or sent to nurture
Lead starts chat
On your website or landing page
Scored and qualified
Budget, timeline, urgency
Contact created
With full context
Card on board
Hot / Warm / Cold lanes
Routed to sales
Or sent to nurture
One form, three pipelines
Every lead goes to the right place automatically
flowchart TD
%% Main nodes
A["🤖 <b>IntakeBot</b><br/><small>Collects information</small>"]
B{"Routes based<br/>on answers"}
C["<b>Hot Leads</b><br/><small>Sales Board</small>"]
D["<b>Warm Leads</b><br/><small>Nurture Board</small>"]
E["<b>Not Ready</b><br/><small>Archive</small>"]
%% Connections
A --> B
B --> C
B --> D
B --> E
%% Styling
classDef intakeBot fill:#c96a35,stroke:#c96a35,color:#fff,stroke-width:2px
classDef router fill:#f5f5f4,stroke:#e7e5e4,color:#44403c,stroke-width:2px
classDef destination fill:#fff,stroke:#e7e5e4,color:#44403c,stroke-width:1px
classDef highlighted fill:#fef3ec,stroke:#c96a35,color:#44403c,stroke-width:2px
class A intakeBot
class B router
class C highlighted
class D destination
class E destination ⚡ Why this matters
Hot leads go cold in 5 minutes. Every second your sales team spends on unqualified leads is a second a hot prospect waits.
Sales Board
Hot leads land here. Your closers see them first.
New
2Acme Corp
$50k budget · Q1 timeline
Score: 92TechStart Inc
$25k budget · Immediate
Score: 88Contacted
1TechStart Inc
$25k budget · Immediate
Score: 88GlobalTech
$80k budget · Q2
Score: 85Meeting Set
0Closed Won
0New
2Acme Corp
$50k budget · Q1 timeline
Score: 92TechStart Inc
$25k budget · Immediate
Score: 88Contacted
1TechStart Inc
$25k budget · Immediate
Score: 88GlobalTech
$80k budget · Q2
Score: 85Meeting Set
0Closed Won
0What's included
Budget qualification
Know if they can afford you upfront
Timeline capture
Urgency levels for prioritization
Auto-routing
Rules-based assignment to the right team
Lead scoring
Automatic scoring based on answers
Full attribution
UTMs, campaigns, source tracking
CRM integration
Contacts created and segmented automatically