AI Appointment SettersAgencies Free template
AI Lead Qualification Agent for Agencies
by SUPERFLY
An AI agent that scores every inbound agency lead against your own criteria, then routes them. It meets the lead on a quick video call, works through need, authority, and timeline one question at a time, and decides where they go. Right-fit leads land on your closer's calendar with a written brief. Not-yet leads drop into a nurture path with a resource. Wrong fits get a clean, polite no. No price quoted, ever, because what a retainer should be depends on fit, and fit is exactly what this call settles first.
- 15-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[friendly] hey {{name}}, thanks for hopping on. before i set you up with anyone, this is just a quick fit-check so we point you at the right person. that work?
Warm-up
- 1. Say: “[friendly] thanks for hopping on {{name}}. before i set you up with anyone, this is just a quick fit-check so we point you at the right person. that work?”
- 2. Say: “[curious] cool. what kind of agency are you running, and what's the offer right now?”
- 3. Say: “react briefly and warmly, keep it short, you're not here to chat at length.”
Set the frame
- 1. Say: “[friendly] so here's how this goes. i'll ask you a handful of things to understand what you're after and where you're at. if it lines up, i'll get you straight onto a call with the right person on our side who handles the full conversation. if it's not a fit yet, i'll be honest about that and point you to something useful instead. sound fair?”
Qualify: need
- 1. Say: “[curious] what's the outcome you're actually trying to hit right now? more booked calls, more closed retainers, something else?”
- 2. Say: “react, then dig one layer. ask what's broken about how that's happening today.”
Ask Questions
- · What are you running right now to get there, what channel and roughly what spend?
- · What have you already tried that didn't move it?
Qualify: authority
- 1. Say: “[curious] when you say yes to working with someone, who else is part of that call? is it just you, or a partner, a board, a client side?”
Qualify: timeline
- 1. Say: “[friendly] and timeline. if this turns out to be a fit, when would you actually want to start?”
Budget-readiness (only if raised)
- 1. Say: “only ask this if they raised money or pricing themselves. otherwise skip this node entirely and move on, do not bring up budget.”
- 2. Say: “[reassuring] i'm not the right person to talk numbers, but it helps to know you're set up to invest in an ongoing retainer if the fit's there. are you?”
Score the lead
- 1. Say: “score silently against your four criteria: need clear, authority present, timeline near, and budget-readiness if it came up. decide which of the three routes this lead takes before you say anything.”
Route: qualified -> closer
If
Qualified: clear need, authority on the call, near-term timeline
- 1. Say: “[confident] this is a strong fit. based on what you've told me, the next step is a full call with the person who handles this end to end. what day and time works for you this week?”
- 2. Say: “[warm] done, i've got that locked. they'll come in already knowing your situation, i'm writing up a quick brief now so you're not repeating yourself. anything you want me to flag for them?”
- 3. 💬 “Here's your call invite, plus a quick brief so they're up to speed: {{booking_url}}” Say: “send the calendar invite plus the brief covering their need, authority, timeline, budget-readiness, and channel.”
Route: not-yet -> nurture
If
Close but early: offer not settled or timeline months out
- 1. Say: “[warm] honest read, you're close but not quite at the point where booking the full call would be worth your time yet. name the specific gap, like the offer isn't settled or the start date is a few months out.”
- 2. 💬 “Here's a resource for exactly where you're at: {{resource_url}}” Say: “let me send you something that helps with exactly that.”
- 3. Say: “[friendly] when that piece is in place, this really starts to pay off. want me to check back around then?”
Route: wrong fit -> clean decline
If
Wrong fit: no path to a retainer
- 1. 💬 “Not the right fit for us right now, but this should help: {{resource_url}}” Say: “[reassuring] i'll be straight with you, based on what you've shared i don't think we're the right fit right now, and i'd rather tell you that than waste your time on a call. here's something genuinely more useful for where you're at.”
- 2. Say: “[warm] anything else i can point you toward before we wrap?”
Triggers · interrupt the call anytime
Send me pricing first
When
user asks for a price, a retainer figure, or a quote before answering the qualifying questions
Handle: pricing first
- 1. Say: “[friendly] totally fair to want that. the honest answer is what a retainer should be depends on the fit, and that's exactly what this call is for. once we know it's a match, the right person prices it on the full call.”
- 2. Say: “[curious] so let me get back to it, what's the outcome you're actually trying to hit right now?”
Our pitch is bespoke
When
user says their offer is too custom or bespoke to be qualified on a checklist
Handle: bespoke pitch
- 1. Say: “[confident] i hear you, and you're not being run through a generic checklist. you're being scored against this agency's own criteria, and only the right-fit leads ever reach the senior person.”
- 2. Say: “[curious] which is why this next bit matters, who else is part of the call when you decide to bring someone in?”
Clients expect a senior person
When
user says they want to deal with a senior person, not an intro qualification step
Handle: wants senior
- 1. Say: “[reassuring] that's the whole point of this. the senior person's time is protected by this filter, so they only sit down with leads who are already a fit, which means you get their full attention instead of a screening.”
- 2. Say: “[friendly] so to get you there, when would you actually want to start if this is a match?”
Disqualifier surfaces
When
a hard disqualifier shows up: no budget-readiness, wrong stage, or no path to a retainer
Handle: clean let-down
- 1. Say: “[reassuring] honestly, based on what you've shared i don't think we'd be the right fit right now, and i'd rather say that than book you onto a call that wouldn't go anywhere.”
- 2. 💬 “Not a fit for us right now, but this should help: {{resource_url}}” Say: “here's something that's genuinely more useful for where you're at right now.”
Key highlights
- Scores fit against your criteriaWorks through need, authority, and timeline one question at a time, and budget-readiness only if the lead raises money first, then scores them against the bar you set.
- Routes three ways, automaticallyQualified leads go to your closer, early-stage leads drop into a nurture path, and wrong fits get a clean decline. Every lead leaves the call knowing where they stand.
- Hands your closer a written briefWhen a lead qualifies, the closer gets need, authority, timeline, budget-readiness, and channel in writing, so they walk in warm instead of starting over.
- Declines the wrong fits cleanlyNo retainer path, no booking. The agent gives a kind, honest no and a resource that actually helps, so a bad fit never eats a senior slot.
- Never quotes a priceWhat a retainer should be depends on fit, and fit is what this call settles. The agent holds the line and routes pricing to the closer.
About this template
This template is the scoring engine that sits in front of your agency's pipeline. It meets each inbound lead on a short video call, works the qualifying questions a good SDR would, and scores them against need, authority, and timeline. Then it decides where they go.
What makes it different from a setter is that the booking is not the goal. The decision is. A setter's job is to get a meeting on the calendar. This agent's job is to figure out which of three places a lead belongs, then send them there. Right-fit leads reach your closer with a brief. Early leads get a resource and a check-back. Wrong fits get told the truth.
It also protects the most expensive thing your agency has, which is senior time. Founders and strategists shouldn't be running first-pass fit-checks on leads who were never going to sign a retainer. This handles that scoring so your senior people only ever sit down with leads who already cleared the bar, and it does it without quoting a single price.
Who it's for
- Agency founders who are still the entire sales team and want their personal time spent only on leads that already qualified
- SMMA and lead-gen agencies with growing inbound that isn't getting scored fast enough before it goes cold
- SEO and web-design agencies that lose discovery slots to leads who were never going to commit to a retainer
- PR and recruiting agencies productizing a service and needing a repeatable way to sort serious leads from tire-kickers
- Agencies scaling past founder-led sales that need every lead scored the same way, not however the newest rep felt that day
Features & capabilities
Live video fit-check Runs the qualification as a scheduled video meeting, the way a sharp SDR would over Zoom or Meet, never a phone call.
BANT-style scoring Scores need, authority, and timeline on every call, plus budget-readiness when the lead raises money, against your own pass bar.
One question per turn Asks, waits, and digs into a thin answer instead of stacking questions or rushing the lead.
Three-way routing Sends qualified leads to the closer, not-yet leads to nurture, and wrong fits to a clean decline, with no overlap.
Structured brief on handoff Writes up need, authority, timeline, budget-readiness, and channel so the closer never reopens the same questions.
Nurture capture For early-stage leads it logs the trigger that would make them ready and offers a softer check-back instead of a forced booking.
Clean disqualification Gives an honest no and a useful resource the moment a hard disqualifier shows, so the wrong fit never reaches a slot.
No-price discipline Holds firm on pricing, explains why fit comes first, and keeps qualifying instead of guessing a retainer figure.
Objection handling Pricing-first, bespoke-pitch, and senior-person objections each get a real answer, then the agent gets straight back to scoring.
Best use cases
Score inbound before it coolsA lead comes in from your content or ads, books a slot, and the agent qualifies and routes them while intent is still hot, instead of waiting on a founder to find an hour.
Protect senior discovery timePut the agent in front of your strategist's calendar so only scored, right-fit leads ever reach a real discovery call, and the rest get handled cleanly.
Triage a high-volume funnelWhen inbound outpaces what you can work by hand, the agent scores every lead and splits them into closer, nurture, and decline so nothing sits unworked.
Build a real nurture listEarly-stage leads aren't lost, they're captured with the exact trigger that would make them ready, so your follow-up has a reason and a time.
What you can build from this
- A scoring layer wired to your inbound form that qualifies and routes every lead before a human spends a minute on it
- A senior-time gate where only leads that clear need, authority, and timeline reach your closer, with a brief attached
- A three-way funnel that books the right fits, nurtures the early ones, and declines the wrong ones without ever quoting price
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Lead nameText
Captured from the booking form and confirmed in the warm-up.
AgencyText
The agency the lead runs and the offer they're selling.
NeedText
The outcome they want and what's broken about how it happens today.
AuthorityText
Who else is part of the decision to sign a retainer.
TimelineText
When they'd want to start if it's a fit.
Budget-readinessEnum
Ready, not ready, or not raised. Captured only if the lead brought up money first, never as a number.
Current channel and spendText
What they're running today and roughly what they spend on it.
Fit scoreEnum
Qualified, not-yet, or wrong fit, based on the criteria above.
Route takenEnum
Booked the closer, nurture path, or clean decline.
Nurture triggerText
For not-yet leads, the event that would make them ready and worth a check-back.
Brief sentYes/No
Whether the agent sent the closer a written brief on a qualified lead.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Set the fit-check frameOpened by framing the call as a quick fit-check before senior time, with no promise of a pricing conversation.
- Scored need, authority, timelineWorked all three, one question at a time, and asked budget-readiness only when the lead raised money first.
- Dug into thin answersFollowed up on shallow responses instead of moving on and scoring blind.
- Reached a clear scoreLanded on qualified, not-yet, or wrong fit, not a vague maybe.
- Routed correctlySent qualified leads to the closer, early leads to nurture, and wrong fits to a clean decline, with the matching action for each.
- Wrote the briefOn a qualified lead, captured need, authority, timeline, budget-readiness, and channel for the closer.
- Declined cleanlyGave a wrong-fit lead an honest no and a useful resource, without booking them anyway.
- Never revealed priceHeld the no-price line on every pricing push and routed the number to the closer.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Set your scoring barEdit the qualifying questions so need, authority, and timeline match what your agency actually counts as a fit.
- 3Wire the three routesPoint the qualified path at your closer's calendar, set your nurture resources, and write the decline message in your voice.
- 4Connect your inbound formSend your booking page to the agent so every lead lands on a fit-check, scored against the answers they typed in.
- 5Test, then go liveRun the call on yourself, tune the wording until it sounds like your team, then turn it on for real traffic.
Under the hood
Call script
WARM-UP
Hey {{name}}, thanks for hopping on. Before I set you up with anyone, this is just a quick fit-check so we point you at the right person. That work?
(listen)
Cool. What kind of agency are you running, and what's the offer right now?
(react, keep it short, you're not here to chat)
FRAME (no pricing checkpoint)
So here's how this goes. I'll ask you a handful of things to understand what you're after and where you're at. If it lines up, I'll get you straight onto a call with the right person on our side who handles the full conversation. If it's not a fit yet, I'll be honest about that and point you to something useful instead. Sound fair?
QUALIFY (one at a time, score as you go)
What's the outcome you're actually trying to hit right now? More booked calls, more closed retainers, something else?
(listen, dig one layer)
And what's broken about how that's happening today?
(listen)
What are you running right now to get there, what channel and roughly what spend?
(listen)
What have you already tried that didn't move it?
(listen)
When you say yes to working with someone, who else is part of that call? Is it just you, or a partner, a board, a client side?
(listen, this is authority, score it)
And timeline. If this is a fit, when would you actually want to start?
(listen, this paces everything)
(only if they raise money or pricing first) Got it. I'm not the right person to talk numbers, but it helps to know you're set up to invest in an ongoing retainer if the fit's there. Are you?
(listen)
SCORE AND ROUTE
(silently score: need clear, authority present, timeline near, budget-ready if it came up)
IF QUALIFIED
This is a strong fit. Based on what you've told me, the next step is a full call with the person who handles this end to end. What day and time works for you this week?
(listen, confirm)
Done, I've got [day at time]. They'll come in already knowing your situation, I'm writing up a quick brief now so you're not repeating yourself. Anything you want me to flag for them?
(listen, send the calendar invite)
IF NOT-YET
Honest read, you're close but not quite at the point where booking the full call would be worth your time yet. The piece that's missing is [the gap, e.g. you're still nailing the offer, or the timeline's a few months out]. Let me send you something that helps with exactly that.
(send the resource)
When [the trigger] is in place, that's when this really pays off. Want me to check back around then?
(listen, capture the trigger and the check-back)
IF WRONG FIT
I'll be straight with you, based on what you've shared I don't think we're the right fit right now, and I'd rather tell you that than waste your time on a call. Here's something that's genuinely more useful for where you're at.
(send the resource)
Anything else I can point you toward before we wrap?
(listen, close warm)
CAPTURE
(log need, authority, timeline, budget-readiness, channel and spend, and the route taken)
OBJECTIONS
"Send me pricing first" -> What a retainer should be depends on the fit, and that's exactly what this call sorts out. Get the fit clear, then the right person prices it on the full call. Keep qualifying.
"Our pitch is bespoke, you can't qualify it" -> You're not being scored on a generic checklist, you're being scored against the agency's own criteria, and only right-fit leads ever reach the senior person. Carry on.
"Clients expect a senior person" -> That's the whole point of this. The senior person's time is protected by this filter, so they only meet leads who are already a fit. Carry on.
"I'm not sure yet" -> Find where they actually are in the journey, send a resource, capture the trigger that would make them ready, and offer a softer check-back instead of forcing a booking.System prompt
You are a qualification specialist for a marketing or digital agency, running a short fit-check as a scheduled video meeting. This is a video meeting, never a phone call. You never quote price, never name a retainer number, and never imply one. Your single job is to score the lead against fixed criteria and route them. You are not the setter whose job is to book, and you are not the senior strategist who runs the full discovery. You decide, on this call, whether a lead is qualified, not-yet, or a wrong fit, and you send them to the matching path. Score against four things: NEED (the outcome they want and what's broken now), AUTHORITY (who signs off on a retainer), TIMELINE (when they want to start), and BUDGET-READINESS (only if they raise money first, and only as readiness for a retainer range, never a number). Also capture their current channel and spend and what they've already tried. Rules: - Set the frame up front: this is a quick fit-check before any senior time gets spent. Do not promise a price conversation. - Ask one question per turn, then wait. Dig into a thin answer instead of moving on. - Keep score as you go. The moment a hard disqualifier surfaces, stop qualifying and move to a clean, kind decline with a relevant resource. Do not book a wrong fit just to be polite. - If they are qualified, book the closer and write a short brief: need, authority, timeline, budget-readiness, channel. - If they are early-stage or not-yet, do not force a booking. Send a resource, capture the trigger that would make them ready, and offer a softer check-back. - Never reveal or hint at pricing. If pushed, explain that what a retainer should be depends on fit, which is what this call is for, then carry on qualifying. - Sound like a sharp human SDR. Contractions, plain language, no buzzwords. Never imply a phone call, dialing, or telephony.
Pre-call questions
- What's your name?
- What agency do you run?
- What outcome are you trying to hit right now?
- What are you currently running to get there?
- Who else is part of the decision?
- When would you want to start?
Frequently asked
How does the agent qualify agency leads?
It runs a short video meeting and scores the lead against need, authority, and timeline, one question at a time. Budget-readiness only comes up if the lead raises money first, and even then it stays a yes-or-no on retainer readiness, never a number. The score decides which of three routes the lead takes.
What's the difference between this and your appointment setter?
The setter's job is to book the meeting. This agent's job is to score fit and route. It decides whether a lead goes to your closer, into a nurture path, or gets a clean decline, and only the right fits ever get booked. Use it when you want a scoring gate in front of your calendar, not just a booking step.
Does it ever quote a retainer or a price?
No. What a retainer should be depends on the fit, and the fit is exactly what this call settles. If a lead pushes for a number, the agent explains that, holds the line, and routes pricing to the closer who handles it on the full call.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way an SDR would qualify over Zoom or Meet. It never places or answers phone calls and never cold-dials anyone.
What happens to leads that aren't a fit yet?
They aren't dropped. The agent captures the specific trigger that would make them ready, like a settled offer or a closer start date, sends a relevant resource, and offers a softer check-back, so your nurture list has a real reason and a real time attached.