Your team spends calls finding out basic fit. Capture the useful details before a prospect books.
Pre-call conversion for B2B businesses
Turn existing enquiries into qualified sales conversations.
We install qualification, email follow-up and booking workflows in your existing CRM. Your team gets the context to act, and interested buyers get a clear next step.
One lead sourceOne CRMFixed £2,500 feeNo ad spend requiredNo platform migration
The real problem
The problem is rarely a lack of interest. It is what happens next.
Interested buyers have questions about fit, value and what happens next. Answer them before interest fades.
Enquiries wait for a reply, or follow-up stops after one message. By then, the prospect has moved on.
A blank enquiry gives sales very little to work with. Better context means a better first conversation.
From enquiry to call
A clear path. A working handoff.
Capture
Connect one existing enquiry source to your CRM.
Qualify
A form captures up to eight answers your team needs before a call.
Prioritise
Agreed rules route leads to booking, nurture or manual review.
Follow up
Five installed emails acknowledge the enquiry and guide the next step.
Book
One calendar, a confirmation email and two reminder emails.
Hand over
Your team gets the context, notifications and reporting to take over.
Lead-to-Call Sprint
A working system in the tools you already use.
Installed, tested and handed over
One offer, one lead source, one CRM and one booking calendar. We check your account and agree the scope before taking payment. A 45-minute kickoff gives us the process map and completion checklist.
One qualification formUp to 8 questions and 12 mapped contact fields, on an existing page.
Scoring and routingUp to 5 rules, 3 lead paths and 1 owner or team notification route.
Five follow-up emailsOne acknowledgement plus four follow-ups, written and installed.
One booking workflowOne existing calendar, confirmation and two reminder emails.
Stop and handoff rulesReply, booking, opt-out, disqualification and human takeover.
One reporting viewEnquiries, qualification, bookings and recorded attendance.
Testing and one revisionAgreed checks, duplicate controls and visible workflow failures.
Training and support45-minute handover, documentation, walkthrough and 14 days of defect fixes.
Delivery and boundaries
Know what starts the work. Know what done means.
Before we start
We review your CRM plan, permissions, lead source and sending setup. We need one approver, agreed qualification rules, approved offer information and permission to contact the leads.
HubSpot and GoHighLevel accounts are reviewed individually. Required features must already be available in your plan.
When it is complete
A test lead enters once, follows the correct qualification path and reaches the right owner. Emails, booking, stop rules and reporting pass the agreed checks.
We supply the documentation and train your team. Implementation defects are fixed before completion.
Outside this sprint
New landing pages, video, SMS, chat or voice bots, ads, cold outreach, CRM migrations, database cleanup and custom API development are separately scoped.
One consolidated revision round is included. Extra sources, calendars or changed requirements are quoted before work starts.
Who it fits
A good fit when you have enquiries and a valuable sales conversation.
Strong fit
- An established B2B service with a clear buyer
- Existing enquiries or an active source of demand
- An existing CRM with the required workflow features
- Capacity to handle qualified conversations
- Willingness to measure response, fit and bookings
Probably not a fit
- Low-value purchases that do not need a sales call
- A request for guaranteed results
- No clear offer or buyer
- Ads required before the journey exists
- A generic social-media management brief
Founder-led deliveryWork directly with Utkarsh
Installed workflowsBuilt around your sales process
Fixed scopeDates confirmed before kickoff
Clear handoverDocumentation and ownership
Utkarsh
KaushikProduct Engineer & Growth Strategist
View Utkarsh on LinkedIn
KaushikProduct Engineer & Growth Strategist
Product engineering meets growth
I understand funnels. I build software. Progrss AI is where those two things meet.
I’m Utkarsh. I bring 10 years in marketing and 8 years in B2B, alongside hands-on experience building funnels and digital products.
I built Progrss AI to connect that experience with practical systems: clearer qualification, consistent follow-up and a better handoff to sales.
We start with one measurable workflow and a clear handover. AI helps us prepare and build; live qualification follows rules you approve. We measure response, qualification and bookings without promising a revenue result.
10 years in marketing8 years in B2BHubSpotHighLevelClickFunnels
Questions
Before we work together.
What exactly do we receive?
One qualification form, up to five scoring rules with three lead paths, five enquiry emails, one booking calendar with a confirmation and two reminder emails, stop rules, one reporting view and a documented handover. We write, configure and test the workflow in your accounts.
Will this work with our CRM?
We review HubSpot or GoHighLevel before quoting. Your plan must support the required form, email, workflow, calendar and reporting features. One existing compatible source is connected using native configuration. Custom API work and migrations are outside the fixed sprint.
When does the delivery clock start?
The target is 15 business days after scope, first payment, access and approved inputs are in place. We confirm the dates before payment. Late access, missing information or delayed approvals move the schedule.
When is the final payment due?
£1,250 is paid to start after the scope review. The remaining £1,250 is due after the agreed workflow checks pass and handover is supplied. One consolidated revision round is included; new requirements are separately quoted.
Are there ongoing fees?
No mandatory Progrss fee. You pay the CRM, email sending and any approved platform usage directly. We review costs and any applicable tax before you commit. You retain the installed configurations and bespoke copy; the platforms remain third-party software.
What support is included?
Fourteen calendar days of defect correction after handover for the agreed implementation. New messages, strategy changes, extra integrations and ongoing management are separate work.
Do you generate leads or guarantee booked calls?
This sprint handles existing enquiries. Ads, cold outreach and prospect lists are outside its scope. We commit to the agreed working installation; call volumes and revenue depend on your demand, offer and sales team.
Is this an AI chatbot?
The sprint uses approved qualification rules and email workflows. AI can assist our preparation, but autonomous conversations, SMS and voice bots are outside this scope.
Optional next step
Improve the journey once real enquiries show you where.
90-Day Conversion Optimisation
For the same installed journey, when lead activity and a clear improvement opportunity justify it.
- Three reporting reviews and three 45-minute working calls.
- One improvement cycle per 30-day block: up to two existing email edits or one scoring/routing change, within four implementation hours.
- Workflow maintenance during the engagement and a final handover.
We use controlled comparisons when volume supports them. With low volume, we inspect the journey and feedback rather than claim a statistical winner.
Start with one offer
Where do your enquiries lose momentum?
In a 20-minute working session, we’ll look at your current lead journey and decide whether the fixed sprint fits your setup.