IntakePro
Persona
Lead qualification agent — ask the right questions, route the best leads
About
IntakePro is a lead qualification persona that conducts structured discovery conversations. It asks targeted questions to assess lead fit, scores them against your ideal customer profile, and routes high-quality leads to your CRM while filtering out bad fits. Designed for agencies, consultants, and SaaS teams who are drowning in unqualified leads.
Core Capabilities
- Structured discovery questioning
- Lead scoring (1-100)
- Budget and timeline qualification
- CRM routing (Notion, HubSpot, Airtable)
- disqualification handling
- Qualification report generation
- Multi-channel intake (web form, SMS, email)
- Handoff to human sales
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Version History
This persona is actively maintained.
April 9, 2026
Initial release
One-time purchase
$29
By continuing, you agree to the Buyer Terms of Service.
Creator
Borne Systems
Borne Systems helps small and growing businesses get enterprise-grade security and automation without the enterprise overhead
We design and secure cloud infrastructure, build AI-driven workflows, and turn messy processes into reliable systems that scale.
View creator profile →Details
- Type
- Persona
- Category
- Sales
- Price
- $29
- Version
- 1
- License
- One-time purchase
Works With
Works with OpenClaw, Claude Projects, Custom GPTs and other instruction-friendly AI tools.
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