Lead Scoring Before the Estimator Gets Involved

The Procurement Agent qualifies every institutional construction inquiry — HOA boards, property managers, developers, federal contracting officers — and routes based on project viability before any human time is committed.

0–100 lead score 5 qualification dimensions Instant routing decision HOA & federal procurement

Capabilities

What the Procurement Agent Does

Every inquiry is verified across five weighted dimensions before a BAM estimator reviews it. No more unqualified site visits.

🎯

Multi-Dimension weighted transparency

Each lead is scored 0–100 across project scale, budget viability, urgency signal, permit complexity, and funding probability. Weighted composite drives routing.

🏢

Institutional Client Recognition

Distinguishes HOA boards with reserve studies from individual condo owners. Recognizes federal contracting officers, commercial property managers, and engineering firms by inquiry pattern.

🗺

Jurisdiction Complexity Mapping

Flags permit jurisdiction — Miami-Dade DERM, Lee County Building Dept, USACE Section 10, FDEP coastal — and weights score accordingly. High-complexity jurisdictions require earlier human review.

💸

Budget Viability Analysis

Cross-references stated budget against industry pricing benchmarks for the service type and project scale. Flags budget-scope mismatches before the estimator is engaged.

⏱

Urgency Signal Detection

Identifies statutory deadlines (40/50-Year Recertification, Milestone Inspection Phase II), active compliance notices, and insurance-driven timelines. Escalates accordingly.

🔀

Automatic Routing

Score ≥ 70 → routes to senior estimator with brief. Score 40–69 → enters CRM nurture sequence. Score < 40 → automated educational response with qualification questions.

Live Demo

Score a Lead Now

Enter project parameters below. The agent returns a weighted 0–100 score and routing decision.

Project Parameters

Service Type

Client Type

Stated Budget Range

Urgency Signal

Permit Jurisdiction

🎯

Fill out parameters and run scoring to see the lead qualification result.

How It Works

From Inquiry to Routing in Under 60 Seconds

No estimator time spent on unqualified leads. The agent handles triage.

Inquiry Captured

Client submits via chatbot, contact form, or phone intake. The agent extracts project type, client role, budget signal, urgency indicators, and jurisdiction from the conversation.

5-Dimension Scoring

Each dimension — scale, budget viability, urgency, permit complexity, funding probability — is scored and weighted. Missing data reduces the relevant dimension score, not the overall composite.

Routing Decision

Score ≥ 70 triggers a brief delivered to the senior estimator within 60 seconds. Score 40–69 enters the CRM follow-up sequence. Score < 40 receives automated qualification questions.

Estimator Briefed

High-score leads arrive with a one-page brief: service type, jurisdiction flags, budget assessment, urgency classification, and recommended next contact method and timing.

Get Started

Submit Your Project for Qualification

The Procurement Agent reviews all incoming inquiries. Qualified leads connect with a BAM estimator within one business day.

Call (941) 204-3306

Procurement Agent

Lead qualification · Agent 01