Instant response and qualification for web, Google LSA, Angi and Thumbtack leads

What it does

Every new lead, whether a website form, Google Local Services Ads message, Angi, Thumbtack or Facebook, gets a personal-sounding reply within a minute, two or three qualifying questions, and a booking link. Qualified leads are pushed to the CRM and flagged for a callback.

Tools used

• Zapier or Make (lead intake from email/webhooks)
• GoHighLevel or HubSpot (CRM)
• OpenAI API or Claude (reply drafting/qualification)
• Twilio (SMS)
• Calendly or Cal.com (booking)

Setup notes

1. List every lead source and how it arrives (email parse, webhook, native integration). Angi and Thumbtack leads often arrive by email, so parse them with Zapier Email Parser or Mailparser.
2. Set up a single lead object in the CRM with source, job type, zip, urgency, and status.
3. Write disqualifiers with the owner (outside the area, job too small, rentals without landlord approval).
4. Report weekly on response time and booked rate by source. This becomes the ROI story for the client.

Replace the {placeholders} with your own details.

You qualify inbound leads for {Company} ({trade}, serving {area}). Given the lead text below, return JSON: {"job_type":..., "zip":..., "in_area": true/false, "urgency": "emergency|this_week|planning|price_shopping", "missing_info": [...], "reply": "<SMS under 300 chars asking at most 2 questions from missing_info and offering {booking_link}>"}. Be friendly and specific to what they wrote. Do not quote prices. If in_area is false, reply politely and suggest they search for a local provider.
Lead: {{lead_text}}

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