Outreach
AI Meeting Booking Agent
Converts interested replies into booked meetings on reps' calendars.
Lead Generation
AI Lead Qualification Agent for SaaS
Demo requests and trial signups get a short qualifying chat, a score and a route: self-serve, sales-assisted or expansion.
Demo requests and trial signups arrive faster than your team can reply, and many are students, competitors or one-person teams. This agent talks to each one, asks about seats, use case and timeline, checks whether the account already exists in your CRM, and routes it as self-serve, sales-assisted or expansion. Reps see a score and its reasoning before they reach out.
- Every demo request and trial signup qualified within minutes
- Existing customers flagged as expansion, not new leads
- Routing to self-serve or sales-assisted by your own thresholds
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Lead Qualification Agent for SaaS talks to every demo request and trial signup, asks about seats, use case and timeline, checks whether the account already exists in your CRM, and writes a score with its reasoning before a rep looks. Each lead is routed to self-serve, sales-assisted or expansion.
Why businesses buy it
In SaaS, speed to first reply decides many deals, but account executives cannot answer every signup personally. Good prospects wait while reps chase poor fits, and expansion requests from current customers get lost in the same queue. This agent qualifies every inbound lead quickly and consistently, separates expansion from new business and sends each one down the right path. Sales time goes to the accounts that can grow. The criteria, systems and routing rules are written on the Scope Card before you order, and tested before launch.
Problems this solves
Demo requests from tiny teams clog the sales calendar
The agent talks to every demo request and trial signup, asking about seats, use case and timeline. Small accounts can be steered to self-serve before taking a rep's slot.
Trial signups from existing customers get treated as new leads
Before scoring, it checks whether the account already exists in your CRM. Signups from current customers are routed as expansion rather than starting a fresh sales process.
Sales and self-serve teams argue over who owns which lead
Each lead is routed to self-serve, sales-assisted or expansion, following the SaaS workflow template and your rules. The score and reasoning sit on the record for everyone to see.
A good fit if
Demo requests and trial signups arrive faster than your sales team can reply, and many turn out to be students, competitors or one-person teams.
You split deals into self-serve and sales-assisted, and want each new lead routed by seat count, use case or plan fit.
Existing customers asking about extra seats or a higher plan land in the same inbound queue as brand-new prospects.
HubSpot or Salesforce is where reps work, while Intercom, Zendesk, Stripe or a product analytics tool hold the rest of the account picture.
Not the right fit if
You want one agent to qualify, nurture and hand over sales-ready deals across the whole cycle. See AI Sales Agent for SaaS.
Your trial users mostly need help getting set up, not a sales conversation. See AI Customer Onboarding Agent for SaaS.
The problem is current customers quietly drifting away, not new leads. See AI Churn Prevention for SaaS, which scores accounts for risk.
You need your CRM, Stripe and product analytics all connected at once. Two systems are included; a third is an add-on such as Custom API or Webhook Integration, or a Change Quote.
How it works
- A demo request, trial signup or pricing-page chat opens the conversation on the one channel you choose, such as in-app chat or a reply to the signup email.
- Before asking anything, it checks the CRM for an existing account, so a customer asking about more seats is handled as expansion rather than a new logo.
- It asks what the SaaS template and your playbook require: team size, the job they want the product to do, the tool they use today, timeline and who signs off.
- When product analytics or Stripe is your second connected system, trial activity or current plan can sit alongside the answers in the scoring rules you agree.
- The score, the reasoning and a suggested route, self-serve, sales-assisted or expansion, are written to the record in HubSpot or Salesforce.
- Leads above your bar, and borderline ones, reach the right owner under your approval rules, with the transcript already on the record.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to HubSpot or Salesforce, with sandbox or test records if you have them.
- Your ideal customer profile and the line between self-serve and sales-assisted, for example a seat count or plan tier.
- Your sales playbook or sample emails, plus pricing-page copy, plan limits and trial terms.
- Ten real demo-request or trial conversations, so the questions sound like your team.
- Access to the second system, such as Stripe, Intercom or your analytics tool, shared securely and never by email.
- The person who approves borderline leads, and one decision-maker who signs off the setup.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, self-serve and sales-assisted thresholds agreed.
Weeks 1–2
SaaS template, qualifying questions and scoring rules built.
Week 3
CRM and second system connected with read and write access.
Weeks 3–4
Fifty test scenarios run across trial, demo and expansion leads.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, and 30 days of support begin.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
What you receive at handover
- The AI Lead Qualification Agent for SaaS, configured and deployed
- A SaaS intent library and workflow templates, including self-serve, sales-assisted and expansion routes
- Connections to up to two agreed systems, such as your CRM and product signup data
- A test report built on SaaS scenarios
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can keep demo slots for accounts that need a sales conversation
- Helps expansion signals reach account owners instead of new-business reps
- Makes lead ownership rules clear and consistent
- Demos that become opportunities
- Compare the demo-to-opportunity count in your CRM for the quarter before launch and the quarter after.
- Demos held with poor-fit accounts
- Ask reps to mark each demo as fit or poor fit for a few weeks before and after launch.
- Expansion leads identified
- Count signups routed as expansion each month, and check how many became upgrade opportunities.
Before you start: Record last quarter's demo volume and how many turned into opportunities. Note how existing-customer signups are spotted today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is paid once. Day to day, it runs on roughly $50 to $250 a month of AI model usage and hosting in your own accounts, alongside the HubSpot, Salesforce or Intercom plan you already pay for.
AI usage during the build and test runs is billed to those same accounts, so no provider relationship sits with us.
Ask about running costsCustom requirements
If a second product line needs its own qualifying path, or you want a third system such as product analytics connected alongside the CRM and Stripe, add a note at checkout. A written Change Quote follows, and that work starts only once you accept it.
Request a custom versionKeep it running
We recommend monthly maintenance for this edition: monitoring, fixes and monthly hours for changes, such as a new plan tier or a revised seat threshold. Maintenance starts after the 30 days of support, and unused hours do not roll over.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A chat qualification tool bills monthly per seat or per conversation | A RevOps agency quotes a retainer after discovery | Ours is one fixed price, shown before you buy |
| Existing customers | A generic chat tool treats every visitor as a new lead | Depends on how the agency wires up your CRM | Ours checks the CRM first and marks expansion separately |
| Routing | Most tools route on a form field, not on what the lead said | Routing rules are agreed during the project | Ours routes to self-serve, sales-assisted or expansion by your thresholds |
| Delivery | Live quickly, with a generic script | Usually several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Can AI Lead Qualification Agent for SaaS tell a new prospect from an existing customer?
Yes. Before asking its questions it looks for the person and company in HubSpot or Salesforce. If an account already exists, the conversation is treated as an expansion enquiry and goes to that account's owner instead of a new-business rep. You decide during intake exactly how existing customers should be routed.
How does the SaaS edition decide between self-serve and sales-assisted?
By thresholds you set at intake, such as seat count, plan interest or use case. A small team that fits your self-serve plan can be pointed back to signup, while a larger one is scored and passed to sales. Anything sitting right on the line goes to your named approver with the reasoning attached.
Can trial usage count toward a SaaS lead's score?
Yes, when your product analytics tool is one of the two connected systems. The scoring rules can then include signals you choose, such as teammates invited during the trial, next to the answers given in conversation. Without that connection, the score rests on the conversation and your CRM history alone.
What comes with every SaaS lead qualification build?
Every build includes the SaaS workflow template, 50 documented test scenarios, two rounds of changes, a recorded handoff session and 30 days of support. Standard, express and rush delivery times are shown in the delivery panel before you buy, and you get the same scope whichever pace you choose.
What does the SaaS lead qualification build cost to run each month?
Roughly $50 to $250 a month for AI model usage and hosting, paid in your own accounts, plus the CRM or helpdesk plan you already have. Nothing is charged per lead or per conversation. Monthly maintenance is optional, and we recommend it for this edition.
Which channel should the SaaS qualifying conversation run on?
One channel is included, chosen at intake, for example your website or in-app chat, or a follow-up to the demo request form. If you want a second channel, such as email alongside chat, the Email Channel Add-on can be delivered with or after the main build and is priced on its own page.
What should a SaaS team have ready for intake?
Within 72 hours of ordering: CRM admin access, access to the second system, your ideal customer profile, the self-serve and sales-assisted thresholds, a playbook or sample emails, and ten real demo or trial conversations. Each day past that deadline moves delivery by three working days, so a ready intake keeps the timeline intact.
Give reps the trials worth a call.
Order AI Lead Qualification Agent for SaaS and every demo request and trial signup gets a qualifying conversation, with a routed score waiting in your CRM.
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