00Use Case 23

AI Lead Scanner

Every inquiry scanned. Real leads valued. The junk never trains the bidding.

Continuous (every inbound lead scanned as it arrives); feed monitoring always-on
01The Pain

What was getting in the way.

Ad platforms optimize toward whoever fills a form or calls — not toward buyers. Spam, solicitations, and wrong-fit inquiries look identical to real opportunities in the conversion column, sales burns the first hour of the day separating them, and the bidding never learns the difference between a junk submission and a five-figure job.

Context

Run in production on live ad accounts the agency manages.

02The Workflow

How the work runs.

  1. 01

    Catch every inbound lead

    Calls, form fills, and chats land in the scanner with their full attribution chain (source, campaign, click ID) attached.

  2. 02

    Scan the substance

    The AI reads what the lead actually said: call recordings/transcripts and form contents, not just the fact that a submission happened.

  3. 03

    Judge fit and intent

    Genuine opportunity vs. noise (spam, sales pitches, out-of-area, wrong service).

  4. 04

    Assign a dollar value

    Scored leads carry a value reflecting the size of the opportunity, not a flat count.

  5. 05

    Teach the bidding

    Qualified, valued leads fire back to the ad platform as scored-lead conversions tied to the original click, so spend shifts toward what produces real leads.

  6. 06

    Surface to the team

    The scored lead lands in the CRM and team chat with the reasoning attached.

  7. 07

    Watch the feed

    An always-on monitor alerts when the scored-lead stream goes quiet past its threshold, catching silent breakage.

03In the Environment

Evidence from the workflow.

The scanner's scored-lead card in team chat: a 40/100 (Low) contact-form lead with fit/intent/authority/budget/spam scoring, website intel, and risk reasoning attached (lead identity blurred)
The scanner's scored-lead card as it lands in team chat — fit/intent/budget scoring with reasoning attached
04Connected Systems

Each system has a role.

  • Signal (recordings & transcripts)

    Call tracking

  • Signal

    Website forms

  • Record of truth

    CRM

  • Action (value-based conversions tied to click IDs)

    Google Ads

  • Action (alerts)

    Team chat

  • Assurance

    Feed monitor

05Capability Level

Why this is Coworker.

Takes assignments and reports back. You hand it work, it prepares and returns a result.

  1. 01

    Scoring criteria and values are human-tunable. Noise is flagged, never deleted — a human can always overrule the scanner. Conversion feedback uses only first-party data the business already owns. The feed monitor's thresholds are explicit and reviewable.

06

Impact / Outcomes

Weekly lead reporting in dollars of scored value, not raw form-fill counts.

Ad bidding trained on lead quality instead of volume.

Feed outages caught in days by threshold alerts instead of discovered in month-end reports.

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Find where a workflow like this fits.

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