AI Lead Qualification
Qualify, score, and route every inbound lead before a rep lifts a finger.
- Project range
- $3,000–7,000
- AWS running cost
- $25–120/mo
- Time to deploy
- 2–4 weeks
- Best-fit industries
- Contractors, Law firms
Executive summary
A conversational assistant that behaves like a sales development rep: it asks the right questions, scores intent, estimates deal size and urgency, and routes the lead to the right place. Sales teams engage only qualified opportunities, and no inbound inquiry goes cold.
Business problem
Inbound leads arrive around the clock but reps can't respond instantly, so high-intent buyers go to whoever answers first. Manual qualification is inconsistent, and low-quality leads consume the same time as good ones.
Architecture
AWS services
Amazon API Gateway
Networking- — Chat endpoint
- — Rate limiting
AWS Lambda
Compute- — Multi-turn qualification flow
- — Config-driven scoring
- — CRM record assembly
Amazon Bedrock
AI / ML- — Natural conversation
- — Summary and recommended follow-up
Amazon DynamoDB
Database- — Qualified lead records
- — Session state
Amazon EventBridge
Messaging- — Emit LeadQualified events for downstream automation
CRM / webhook adapters
Integration- — Push leads to HubSpot/Salesforce/Zapier
- — Notify sales via Slack or email
Amazon CloudWatch
Observability- — Logs, metrics, cost tripwire alarms
Data flow
- 1
A prospect starts a chat from a landing page or ad.
- 2
Lambda runs a guided conversation, collecting service need, budget, timeline, location, and size.
- 3
Transparent scoring rules compute urgency and an estimated deal size; Bedrock writes a natural-language summary and recommended next step.
- 4
The qualified lead is stored in DynamoDB and a LeadQualified event is emitted to EventBridge.
- 5
EventBridge rules fan out to the CRM, Slack, and email — hot leads alert sales immediately; others enter nurture.
Security considerations
- Least-privilege IAM; per-session and per-IP guards to prevent abuse.
- Lead PII encrypted at rest and in transit; isolated per business.
- Scoring is rule-based and auditable, not a black box.
- CRM credentials held in Secrets Manager, never in code.
Cost considerations
- DynamoDB + EventBridge + Lambda are pay-per-use and near-$0 at idle.
- Bedrock inference is the main variable cost (cents per conversation).
- Event-driven design means integrations add no standing cost.
Scalability
- Serverless throughout; handles campaign spikes without changes.
- New routing/integration targets attach as EventBridge rules — no Lambda changes.
- Scoring rules are configurable per client and per campaign.
Deployment roadmap
Phase 1 — Define qualification
Week 1- — Agree on fields, scoring bands, and routing rules
- — Provision AWS foundation
Phase 2 — Build & integrate
Weeks 2–3- — Build the conversation + scoring engine
- — Wire CRM and notification adapters
Phase 3 — Launch & optimize
Week 4- — A/B test prompts and thresholds
- — Deploy and monitor conversion
Future enhancements
- Automatic proposal or quote generation for hot leads.
- Enrichment from third-party data (firmographics).
- Outbound re-engagement sequences for stalled leads.
- Attribution reporting back into the executive dashboard.