Insurance agents pay $50-$200 per lead. Mortgage brokers, law firms, financial advisors, and real estate agents pay similar or more. When 60-80% of those leads are unqualified — wrong income, wrong intent, wrong timeline — every hour spent talking to them is a $50-$200 hour wasted. IntakeIQ filters bad leads before they waste anyone's time, books only qualified prospects, and hands the professional a pre-meeting brief. ## What's included - **Industry-specific intake questionnaires** — insurance (auto, home, life, commercial), mortgage (purchase, refi, jumbo, FHA, VA), legal (PI, family, immigration, estate, criminal), financial advisory (retirement, wealth management, 401k), real estate (buyer, seller, investor); 12-25 questions tuned to qualification signals per vertical - **4-tier scoring engine** — HOT (book the meeting now), WARM (auto-nurture 7-30 days), COOL (long-cycle nurture 90+ days), COLD (decline + suggest alternatives); transparent scoring rubric per vertical - **Auto follow-up sequences** — TCPA-compliant SMS + email; cadence by tier (HOT: hour-1, day-2, day-5; WARM: weekly; COOL: monthly); opt-out + unsubscribe honored - **Calendar booking for HOT only** — Calendly / Acuity / Google Calendar integration; HOT leads see the booking link in their qualification result, COOL leads get a "we'll be in touch" + an educational resource - **Pre-meeting brief** — for every booked appointment, the professional gets a 1-page brief: prospect's situation, key pain points, budget signals, decision timeline, what to confirm + what to discover - **TCPA + DNC compliance** — explicit consent capture, DNC list scrubbing, 8am-9pm contact windows, opt-out within 10 minutes, retention policy (3 years post-decline default) - **Monthly analytics + scoring calibration** — close rate by tier, false-HOT rate, false-COLD rate (the ones you should have taken); scoring rubric rebalanced quarterly - **CRM sync** — HubSpot, Pipedrive, Salesforce, Zoho, Follow Up Boss, ActiveCampaign ## Limitations - **Not a lead generator** — pairs with Facebook Lead Ads / Google Search Ads / referral networks for top-of-funnel; this is the qualification + nurture layer downstream - **Not legal counsel** — TCPA / state-specific telemarketing law / industry-specific regulations (Reg B for mortgage, FINRA for advisory, Bar rules for legal) need a compliance attorney - **Not a CRM** — sync to your existing CRM; if you don't have one, recommends HubSpot Free as a starter - **Not multi-language by default** — English + Spanish supported in production; additional languages adapt per-vertical - **U.S.-vertical-focused** — Canadian / UK / AU equivalents of the regulations (CASL, GDPR, Spam Act) supported with per-region setup ## Best fit High-CPL professionals where every appointment matters: independent insurance agents, mortgage loan officers, solo + small-firm attorneys (PI, family, immigration, estate), independent financial advisors / RIAs, real estate agents at $400K+ GCI, B2B SDRs working SMB territories. Especially valuable for professionals paying $50-$200/lead — at $99-$499/mo, filtering out 60% of bad leads saves 12-30 wasted hours per month; one extra closed client per quarter pays for the year.
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