Don't lose another agency lead
to a silent inbox.

A prospect lands on your "Work With Us" page at 10pm Tuesday. They fill out the form. Nobody replies until morning — and they've already shortlisted three other agencies. The Client Intake AI captures, qualifies, and books — 24/7.

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Trusted by agency teams

Northbeam Digital Cobalt Creative Ridgeway Media Beacon Social Halcyon Studio Pillar & Pine

What the Client Intake AI does

Three jobs, running in parallel the moment a new prospect reaches out. No missed inquiries, no after-hours gaps, no leads falling through.

📩

Captures every inquiry

The moment a prospect fills out your contact form, drops a DM, or emails the agency inbox, the AI responds within minutes — even at 11pm on a Sunday. Every new business inquiry gets a real reply instead of sitting unanswered until the morning standup.

✅

Qualifies scope & budget

The AI asks the right follow-up questions for your agency: project type, scope, timeline, budget band, decision-maker. It separates a "$30k retainer fit, needed in Q1" from a "$500 logo, whenever you can" so your account managers only see the work worth pursuing.

🔔

Syncs to CRM & notifies owner

Qualified inquiries get a discovery call booked on the agency's calendar in seconds. The AI pushes the contact, project scope, and notes straight into HubSpot, Pipedrive, or wherever the agency runs pipeline — and emails the agency owner a one-line summary. No double entry, no lost pitches.

Build one for my agency.

We scope, build, and deploy your client-intake AI agent. You pay a flat monthly fee. We run it.

Build one for my agency → We'll reply within 24 hours with a scoped plan and transparent pricing.

Frequently asked questions

What agency owners ask before turning client intake over to an AI agent.

What does the Agency Client Intake AI actually do?
It watches every form submission, contact-form message, and after-hours inquiry, replies within minutes, asks the follow-up questions that separate a $30k retainer fit from a $1k one-off, books qualified discovery calls onto your calendar, writes the contact and project notes into your CRM, and emails the agency owner a one-line summary — all without a human touching it until the call is on the books.
How fast does it respond to new client inquiries?
Within minutes — including 11pm on a Sunday. The agent runs 24/7, so the prospect who fills out your contact form at midnight hears back before they fall asleep, not the next morning when they have already shortlisted three other agencies.
Which CRMs, inboxes, and project tools does it sync with?
HubSpot, Pipedrive, GoHighLevel, Notion, ClickUp, Asana, Slack, Gmail, Outlook, and any tool reachable through Zapier or a webhook. Lead details, project scope, budget band, timeline, and call notes are pushed automatically — no double entry, no copy-paste.
How long does it take to get one live for my agency?
About 48 hours from scoped-build kickoff to a working agent handling your real intake forms. Vertical-agnostic intake templates (marketing agency, design studio, SEO shop, etc.) ship fastest; custom workflow variations add a few days.
What does it cost?
A flat monthly fee per vertical deployed — no per-lead charges, no per-inquiry charges, no surprise overage bills. Pricing is scoped to your inquiry volume and integrations; you see the number before we start building.
Will it replace my account manager or new-business lead?
No — it replaces the inbox-checking and after-hours triage grind so your account managers only see qualified, booked discovery calls. Edge cases and complex conversations are handed off to a human with full context, never dropped on the floor.
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