AI LEAD QUALIFICATION & FOLLOW-UP
Every Lead Worked Until Won or Dropped Cleanly
Erva qualifies every lead on first touch, scores them by likelihood to book, routes them to the right team member or calendar, and follows up automatically across text and email until the job is won - or until the lead politely opts out. No lead sits in a spreadsheet. No lead is overlooked on a Friday afternoon.
ask her how she qualifies leads
THE ENGINE BEHIND THE PIPELINE
What Is AI Lead Qualification?
AI lead qualification is the autonomous process of qualifying every inbound lead on the first interaction — by phone, text, chat, or form — and gathering the information your business needs to decide what to do with that lead.
AI follow-up is the autonomous, multi-touch nurture process that continues working a qualified lead across SMS and email until they book, decline, or go cold.
Erva does both, end to end, without having a team member manage the pipeline.
Why You Lose Leads to Slow Follow-Up
Industry studies are consistent: the average service business follows up with a new lead in 4-8 hours. The leads who would have converted have already booked someone else. The leads who didn't convert get one half-hearted callback, and then they vanish into a CRM no one looks at.
Speed-to-lead is the deciding factor. The business that responds in five minutes captures 4-5x the leads of the one that responds in two hours. Erva responds in under 30 seconds, every time, and keeps following up until the lead is resolved.
THE QUALIFICATION PROCESS
How Erva Qualifies
Every lead is processed instantly on first touch and guided to the optimal outcome.
01
Captures Basics
Service type, address, contact information, and preferred timing. The intake your front desk would do, captured the moment the lead arrives.
02
Scores Real-Time
Based on the rules you set during onboarding, Erva tags every lead as hot, warm, or cold to determine exactly what happens next.
03
Routes Leads
Hot leads go straight to a team member's calendar. Referrals get priority. Out-of-area requests get a polite, instant decline.
04
Logs In CRM
Every lead lands exactly where they belong in your CRM with full context: source, transcript, and qualification score. No lost notes.
MULTI-TOUCH SEQUENCE
Relentless Follow-Up
INTELLIGENT ROUTING
Finding The Hot Leads
Lead scoring is configured during onboarding to reflect your business's actual signals of intent. Erva instantly analyzes incoming messages against these rules to prioritize the prospects most likely to book.
- In your service area: baseline scoring signal.
- Specific service mentioned: scores higher than a generic quote request.
- Asked about timing or pricing: strong buying-intent signal.
- Referral source: triggers automatic priority routing.
- Mentioned a competitor: tags as high-intent comparison shopper.
- Existing customer: bypassed to front of the line.
- Outside service area: politely declined or referred out.
Hot Lead Immediate Route
- In Service Area
- Specific Service Requested
- Buying Intent Signal
Warm Lead Nurture Active
- In Service Area
- Generic Inquiry
- Timeline Uncertain
Cold Lead Graceful Exit
- Outside Service Area
- Non-Matching Service
- Disqualified via Rules
REAL RESULTS
Results That Speak Volumes
4 Seconds
Speed-to-lead drops from hours to seconds.
30-60%
Lead-to-booking conversion increases in the first 90 days.
Team members stop being interrupted by "just-checking" follow-up calls; they focus on booked jobs.
Stale leads in the CRM get worked instead of forgotten. Many become revenue 30-90 days after the original inquiry.
CLARITY BEFORE YOU COMMIT
Your Questions, Answered
Transitioning to AI lead qualification is a big step. We've built Erva to be transparent, controllable, and designed to support - not replace - your human team. Here is exactly how she handles your most critical interactions.
- Unified inbox for complete visibility
- Pause or edit sequences instantly
- Seamless handoffs to your human team
Will the follow-up feel automated and pushy?
No. Erva's sequences are written in plain conversational language, in your business voice. Every message is a real human-sounding question or offer - not a templated 'checking in to see if you got my last message.' Leads frequently reply thinking they're talking to a person.
How does Erva know when to stop following up?
Three triggers: the lead books (success), the lead opts out ('stop,' 'not interested'), or the lead stays cold through the full sequence. After that, they move to a long-tail nurture or get dropped, depending on your rules.
Can Erva handle leads from multiple sources at once?
Yes. Google Ads leads, Facebook leads, website forms, phone calls, referrals - all flow into one unified pipeline. Erva tags every lead by source so you know what's working.
Will Erva's follow-up replace my sales team?
No. Erva handles the high-volume, repetitive work - qualification, sequencing, routing, scheduling. Your sales team takes over for the in-person quote, the complex negotiation, the relationship moments. Erva does not pretend to close complex deals.
Can I see what Erva is sending to my leads?
Yes. Every sequence, every message, every reply - visible in your unified inbox and CRM. You can pause, edit, or override any sequence at any time.
What if a lead asks a question Erva cannot answer?
She hands off to a team member with the full transcript. No question goes unanswered, but Erva does not fabricate answers she does not have.
SEAMLESS INTEGRATION
Powers The Entire Ecosystem
Voice AI Receptionist
First-touch qualification happens directly on the call. The Voice AI Employee asks the right questions, scores the lead in real-time, and feeds it straight into the automation ecosystem.
AI 2-Way Messaging
Every multi-touch nurture sequence runs seamlessly through Erva's unified inbox, engaging leads across SMS and email exactly where they prefer to talk.
AI Appointment Booking
Qualified hot leads don't wait. Erva routes them directly to the correct team member's booking calendar instantly, turning interest into locked appointments before they can look elsewhere.
Workflow Automation
The unseen engine that powers every follow-up sequence. Automate the rules for when to text, when to wait, and when to drop a lead cleanly.
SEAMLESS INTEGRATION
Powers The Entire Ecosystem.
Voice AI Receptionist
First-touch qualification happens directly on the call. The Voice AI asks the right questions, scores the lead in real-time, and feeds it straight into the automation ecosystem.
AI 2-Way Messaging
Every multi-touch nurture sequence runs seamlessly through Erva's unified inbox, engaging leads across SMS and email exactly where they prefer to talk.
AI Appointment Booking
Qualified hot leads don't wait. Erva routes them directly to the correct team member's booking calendar instantly, turning interest into locked appointments before they can look elsewhere.
Workflow Automation
The unseen engine that powers every follow-up sequence. Automate the rules for when to text, when to wait, and when to drop a lead cleanly.
READY TO AUTOMATE YOUR PIPELINE?
Stop Losing Leads to Slow Follow-Up
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