The first call starts where their research ended.

When the person is ready, their agent makes the request for them: the consultation, the estimate or the tour. It reaches your team briefed, so you call back sooner and close more of them.

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Their agent makes the request.

When the research is done, their agent can ask for the next step on the person’s behalf, with their name, a way to reach them and their go-ahead. It gets a reference back to give them, and the customer it found doesn’t go cold at a contact form.

  • The request that fits your business: a consultation for a law firm, an estimate for a contractor, a tour for a community
  • Or a callback, when the person would rather talk first
  • It asks for the times that suit them, and your team confirms
  • A reference number comes straight back, so the person knows it went through

  1. Please request a consultation for them. Weekday evenings work best.

    called request_consultation

  2. Reference IA-K7Q4MR is waiting for their go-ahead: their name, a way to reach them, and their yes to being contacted.

  3. Their go-ahead, one of two ways

    Their agent, with their go-ahead

    They’ve said yes. Dana Reyes, (404) 555-0142, weekday evenings.

    called confirm_request

    or

    The person, on your page

    Request a consultation

    Harbor & Vale Injury Law

    Name
    Dana Reyes
    Phone
    (404) 555-0142
    Best time
    Weekday evenings
    • I agree that the firm may contact me about this request by phone or email.

    Every lead records which way they said yes.

  4. Confirmed. Reference IA-K7Q4MR. The business has your request and will respond within one business day (sooner for urgent matters).

  5. What you receive

    Consultation requested, approved by them through their own agent.

    the facts · their words · how they said yes

Two ways to say yes.

Nothing reaches you without a go-ahead: the person confirms on a card in your brand while they’re on your page, or their own agent passes theirs on. Every lead records which.

  • Consent recorded on every request, with how it was given
  • No agent can opt anyone into your marketing
  • If nobody touches the card, their agent is told how to finish, so a request never stalls on a page nobody is watching
  • One contact can make five requests a day with you, and agents that call too fast are told to wait

You know them before you call.

The first call answers what they were already asking. A form tells you someone wants a call; this lead, for a personal injury firm, tells you who they are, what they need in their own words, how they said yes and what their agent asked first.

  • The facts your intake asks for, in fields made for your kind of business
  • How they said yes, and where their agent reached you
  • A link to the conversation behind the lead

Every lead, in front of the right people.

Every request becomes one lead, in one place, with the people who should act on it.

Your Leads inbox

Every request in one inbox your team works from, each with its facts, how the person said yes, and where it came from.

The people you choose

Each lead is emailed to your team as it arrives, after a test proves the email reaches them.

Slack and your own systems

Post leads to a Slack channel, or send them to Zapier, Make or your own system.

From request to closed won.

Record what came of each lead from your inbox or by asking Claude, and agents become a lead source you can measure: leads, closed won and what they were worth, by how the agent reached you.

  1. Requested

    Their agent makes the request, with the person’s go-ahead.

  2. Accepted

    Your team picks it up from the inbox, briefed.

  3. Booked

    Your team sets the time with them.

  4. Closed won

    Record the outcome and its value, from the inbox or by asking Claude.

Measure it like a channel. Leads, closed won and value, counted by how the agent reached you.

For software, the upgrade happens where the user is.

When a customer hits a plan limit inside Claude or ChatGPT, the upgrade appears as a card in your brand, with their real usage and the plan that unblocks the task, and checks out on your own Stripe.

  • Offers only ever follow a limit the user actually hit
  • Their agent is told when a bigger plan is more than they need
  • Admin approval, your customer portal or a limited mode when the user can’t buy
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Questions about leads

Does their agent put the appointment on my calendar?

Their agent requests it. It asks for the times that suit the person, and your team confirms the time with them.

How do I know the person agreed to be contacted?

Every lead records how they said yes: on a card in your brand while they were on your page, or through their own agent, which passes on their go-ahead with their name and a way to reach them. Their agent can never opt them into your marketing.

Which leads show what their agent asked first?

Leads for law firms (other than criminal defense) and home services, whenever their agent asked something before the request. A criminal defense firm’s leads carry the link to the conversation instead of the questions.

Can agents flood my inbox?

Limits are built in. One contact can make five requests a day with you, and agents that call too fast are told to wait.

How do I know leads will reach my team before I go live?

Before you go live we send a test lead through your real site, the way a buyer’s agent would, and your team gets it marked TEST. Test leads are never billed.

This is where you win the customer.

Win the customers their agents send you.

Book a demo and we’ll walk you through a lead from your own kind of business, from the first question to the first call.

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Inception Agents