AI-Powered Lead Assessment Tools

Your leads already know
what they need. Ask them.

We build custom AI assessment tools that qualify leads, deliver personalized insights, and route prospects into segmented nurture sequences — automatically.

One-time
Annual retainer Save 10%
Build
Full build, you manage integration and run the tool independently after handoff.
$5,000
$4,500
one-time project fee
$500 off with annual retainer commitment
Branded assessment form
AI scoring engine + personalized output
Results page + scorecard
Immediate results email to lead
Airtable lead capture database
Real-time sales notification email
Embed code provided (client installs)
Handoff + documentation + video walkthrough
Nurture sequence
Zapier automation
Discovery interview
Ongoing optimization or A/B testing
Concierge
Fully managed. Jeff owns strategy, build, and ongoing performance.
$10,000+
$10,000+
scoped per engagement
Retainer pricing available with annual commitment
Everything in Build + Manage
90-min in-depth discovery session
Full email copy written by Jeff
Custom multi-track sequence with branching
Full CRM integration (HubSpot / Salesforce)
Ongoing strategic management
Questions evolve with sales learnings
Design iterations on request
Continuous A/B testing + optimization
Available as part of Fractional CMO engagement

Build tier add-ons

Start lean and expand as needed. Any of these can be scoped and added after initial launch.

Nurture sequence (2-track, 5 emails each)
$1,500
Zapier automation setup
$500
Question refresh or redesign
$500 – $1,500
Design updates (color, logo, layout)
$500 flat
CRM integration (HubSpot or Salesforce)
$1,500 – $2,500
Upgrade to Build + Manage retainer
$500/mo, cancel anytime

Common questions

How long does a build take? +
All tiers are delivered in four weeks from kickoff. Week one is discovery and form design. Week two is the build. Week three is email and automation setup. Week four is QA, testing, and launch.
What does "client installs" mean on the Build tier? +
We provide complete embed code and instructions. Your developer or website admin pastes it into your site. It takes about five minutes. We handle all hosting, API connections, and backend infrastructure — you just install the embed.
Can I upgrade from Build to Build + Manage later? +
Yes, at any time. The $500/month retainer can be added after launch without any renegotiation or additional build fee. The monthly optimization cadence simply begins from the date you upgrade.
What happens to my tool if I cancel the retainer? +
The tool keeps running. You retain full ownership of your lead data (Airtable), your email sequences, and your automation. You simply lose access to monthly optimization and ongoing updates. Nothing breaks.
What industries does this work for? +
Any B2B company with a defined ICP and a complex enough sale to benefit from lead qualification. We have built assessments for freight brokerage, cybersecurity, HR technology, B2B SaaS, commercial real estate, and retail media. If you can describe what a good lead looks like, we can build a tool that finds them.
Do you require a deposit? +
Yes. All engagements require a 50% deposit at signing, with the balance due at project launch. We accept ACH and wire transfer.

Not sure which tier is right?

A 30-minute discovery call is free. We will look at your sales motion together and tell you exactly where to start.

Book a free discovery call →