The Agency Sales Time Problem
Marketing agencies, creative studios, and consulting firms share a common problem: too many inbound leads that go nowhere. A prospect fills out a contact form, asks for a "quick quote," and then disappears. Your sales team spends 45 minutes on a discovery call, prepares a proposal, and never hears back.
Data shows that 50–70% of agency leads are not sales-ready. They're researchers, price shoppers, or people exploring options 6 months out. But without a qualification system, every lead consumes the same time and attention.
UnitAxon's AI front desk changes this by handling the initial qualification conversation before your team ever gets involved. The AI asks the right questions, captures structured data, and only routes leads that meet your qualification criteria.
How UnitAxon Qualifies Agency Leads
Automated Budget and Scope Capture
When a prospect reaches out, UnitAxon asks a structured set of qualifying questions:
- Project type — brand identity, website, SEO campaign, paid ads, content marketing, consulting engagement
- Budget range — under $5K, $5K–$15K, $15K–$50K, $50K+
- Timeline — needed this month, next quarter, just exploring
- Decision maker — owner, marketing director, committee decision
- Current provider — working with another agency or doing it in-house?
The AI handles this conversation naturally over phone, chat, or SMS. Prospects find it helpful, not interrogative — the AI explains why each question helps create a better proposal.
The Qualification Score: Hot, Warm, Cold Routing
UnitAxon assigns each lead a qualification score based on their responses:
- Hot leads (budget confirmed, decision maker, buying within 30 days) → immediately routed to your sales team with a proposed discovery call time slot
- Warm leads (interested but not ready to buy) → entered into a 4-email nurture sequence with relevant case studies and portfolio links
- Cold leads (budget too low, just researching) → subscribed to newsletter for long-term cultivation
Your sales team only talks to prospects who are ready to talk to them. This typically results in 3x higher discovery call-to-proposal conversion.
Discovery Call Booking Without Back-and-Forth
When a lead qualifies as hot, UnitAxon checks your integrated calendar, offers available time slots, and books the discovery call automatically. The prospect receives a calendar invite with a video link, call agenda, and prep questionnaire — all without any admin involvement.
White-Label Lead Response for Client-Facing Agencies
For agencies that handle lead response for their own clients (e.g., a marketing agency managing a client's website chat), UnitAxon supports white-label workflows — the prospect sees your brand, not UnitAxon's.
"We were spending 3 hours a day on discovery calls that went nowhere. UnitAxon now screens every lead. Our sales team only talks to genuine buyers. Conversion rate went from 12% to 35% in the first month." — Amanda K., Agency Owner, Chicago IL
Integration With Your CRM and Calendar
UnitAxon integrates with popular CRM tools and calendar systems. Qualified leads and their conversation transcripts are pushed to your CRM automatically. Booked discovery calls appear in your calendar with the prospect's qualification data attached. Currently supporting API-based integration with custom setup.
From First Contact to Booked Call
The typical flow takes seconds:
- Prospect calls, fills out contact form, or sends DM → UnitAxon responds instantly
- AI asks qualifying questions → captures structured data in dashboard
- Qualification score calculated → hot/warm/cold routing
- Hot leads get a calendar link → prospect books discovery call
- Your team receives the prospect profile before the call starts
Talk to buyers, not browsers.
UnitAxon screens your inbound leads so your sales team only talks to qualified prospects with budget and authority. Free first week.
Try UnitAxon Free →