Workflow / Qualification
Lead qualification that gives your team a useful starting point.
A useful lead is more than a name and a number. Ava is one AI voice agent for website visitors and incoming phone calls. Agree on what your team needs to know about a project, so the first conversation gives your salesperson enough context to decide what happens next.
Separate useful intake from a final sales decision
Voice qualification establishes a possible fit. A homeowner can speak through the Ava Website icon in their browser or call the number routed to Ava Call. Neither conversation confirms the house can take an addition, approves financing, or replaces a site visit. Treat what the homeowner shares as the starting point for your salesperson’s judgment.
Before a callback request is complete, Ava collects the project, budget, timeline, full name, and phone, one at a time, and confirms the callback number. Business fit may depend on other things, such as your service area and the kinds of work you take on. Collecting the required details is not the same as proving a project is ready to sell.
Project: what is the homeowner trying to do?
Start with the project, in the homeowner’s own words. A kitchen remodel, a primary bath, a home addition, a deck and patio, a new pool, and a custom home each lead to a different first conversation. So does a small repair you don’t take on. Note the scope, the rooms or areas involved, and where the house is. Ava asks the city, so your team knows the location before the callback.
Useful human follow-up: “You mentioned opening the kitchen up to the family room. How do you use that space today?” This picks up the conversation instead of making the homeowner start over. It also leaves room for your salesperson to clarify details the first conversation couldn’t settle.
Budget: establish a range without making a quote
Ask what range the homeowner has in mind. Ava records it as the homeowner said it, not as a price your team has agreed to. On the callback, ask what’s behind the number. A budget set after a refinance and a rough guess mean very different things.
Ava doesn’t make up prices or give quotes. If a homeowner asks what a project will cost, she notes the question for your team. A budget that doesn’t fit may call for a plain explanation rather than pressure to keep going. Your team decides how to handle those cases, and a voice intake should never invent financing terms or a final cost.
Timeline: understand the plan, not a promised start date
Ask when the homeowner hopes to start or finish. Someone collecting ideas for next year and someone who wants a deck and patio done before summer may need different follow-up, even with similar budgets.
Treat a preferred date as the homeowner’s intention. Your schedule depends on your current workload, design time, selections, and the project itself. Don’t turn a requested timeline into a commitment before your team has checked what’s possible.
Contact: make the next step explicit
After the project, budget, and timeline, Ava asks for the homeowner’s full name and phone number and confirms the callback number. This works the same way in a browser conversation and on an incoming call. The point is to connect the project details to a person who has asked to hear from your team.
On phone calls through Ava Call, when you turn booking on, Ava can also book a consultation within your consultation hours. Website conversations end with a callback request, and your team agrees on any appointment. Either way, read the transcript in the Sales Desk before your salesperson calls. A complete intake should cut down on repetition, not replace listening.
Use this handoff review in your weekly sales meeting
Review a small sample of recent leads, with permission and the right access. For each one, ask: is the project clear, is the budget recorded as a range, is the timeline an intention rather than a promise, is the callback number usable, and is the next step obvious?
Then look at what happened next. If your team reaches people but rarely finds a fit, review your qualification questions and where your traffic comes from. If good leads go uncontacted, fix ownership and response coverage. Adding more questions won’t fix a missed callback.
Questions builders and remodelers ask
Does complete qualification mean the project is sold?
No. It means the required intake details have been collected. Your team still needs to check fit, connect with the homeowner, and do the sales and project assessment.
Can a website visitor qualify by voice?
Yes. Ava Website is built for spoken intake through the voice icon on your site, using the browser microphone instead of a typed chatbot or a phone number. Review the voice experience and the lead record during onboarding.
Will Ava tell a homeowner what their project costs?
No. Ava doesn’t make up prices. A cost question is noted for your team, so the homeowner hears about pricing from the people who will scope the work.