Golden Horizons
CAPABILITY · SALES & LEAD-GEN
Lead Intake
Every inbound lead — form, email, or SMS — qualified and in your CRM within seconds.
$4,500 build · $1,500–3,000/mo
Talk to us about a Lead Intake build →What it does
Captures leads from web forms, email, and SMS. Runs qualification questions, scores the lead, and writes the record to your CRM with tags and owner assignment. Hot leads ping Slack in real time.
Most businesses running paid ads or a contact form have the same problem: leads come in from five different places, nobody owns the handoff, and follow-up depends on whether someone happened to check their email that afternoon. A Facebook lead lands in Ads Manager. A Google form response goes to a shared inbox. A partner referral arrives as a text to the owner's personal phone. None of those sources talk to each other, none of them score the lead against your actual customer criteria, and the rep who follows up three hours later is working cold.
The intake build solves the scatter. Every inbound channel — web forms, SMS, chat widgets, email aliases, partner referral links — routes into a single intake pipeline. When a lead comes in, an enrichment step pulls firmographic and behavioral signals: company size if it's B2B, property type and geography for real estate, service history for a home services contractor. That context feeds a scoring model built around your specific ideal customer profile — not a generic lead score, but criteria you define: job type, geography, budget indicator, timeline. Leads that clear the threshold get routed to the right rep automatically, with a CRM record already created, fields populated, and owner assigned.
Hot leads don't sit. A Slack notification hits the assigned rep's phone within a minute of intake. If no contact attempt is logged within a defined SLA window, the system sends a reminder. If the rep is unavailable, the lead can escalate or auto-trigger a holding message so the prospect knows someone is coming.
The owner dashboard shows what matters: lead volume by source, average score by channel, response time by rep, and conversion rate from intake to booked appointment or signed client. When a lead source starts producing low-quality volume, you see it in the dashboard before you've wasted another month of ad spend. Golden Horizons scopes the initial build around your existing stack — whichever CRM you're already running, the forms and channels already live — so this isn't a rip-and-replace, it's wiring the pieces together with the logic layer that was always missing.
Use cases
- A real estate agent running Zillow Premier Agent pulls every inquiry — regardless of property, time of day, or lead source — into Follow Up Boss with a pre-filled contact record, an ICP score based on price range and timeline, and a Slack ping to the agent's phone.
- A personal injury law firm collects intake through three channels: a website contact form, a Google Local Services ad call form, and a referral link sent by partner attorneys. All three now land in a single intake queue, get pre-screened against the firm's case criteria (injury type, state.
- A residential roofing contractor captures after-hours web inquiries through a chat widget. Leads that describe storm damage or urgent repair are scored high and trigger an immediate SMS from the owner's business number. Leads describing future projects get a next-business-day callback sequence.
- An insurance broker running Medicare Advantage enrollment campaigns collects leads from three ad platforms. The intake pipeline deduplicates across sources, scores against age and coverage eligibility criteria, and writes a clean record to Salesforce Health Cloud with the carrier products the.
- A med spa running promotions across Instagram and Google captures consultation requests 24/7. The intake system qualifies against treatment interest and geography, books directly onto the injector's calendar for prospects who clear the threshold, and holds others in a follow-up queue — reducing the.
What’s included
- Fixed scope with written acceptance criteria before any build starts
- Customization layer for your brand voice and business rules
- Clean handover with documented runbook and live training
- Monthly ROI report for three months post-delivery
- Source code delivered to your GitHub on handover
What’s NOT included
- Third-party API subscription costs (billed to your accounts)
- Data migration from legacy systems
- Ongoing infrastructure costs after handover
Retainer
Monthly retainer covers monitoring, prompt tuning, config refinement, and minor integration additions. Range: $1,500–3,000/mo.
How clients use this
Fixed-scope build with clean handover, then an optional monthly retainer covering maintenance, monitoring, and minor changes. Most clients move to retainer within 60 days of delivery.
Part of
Used in: Law Firms , real-estate-agents , construction-firms , Dental Practices , restaurants
Questions Lead Intake clients ask
Which CRMs does this build connect to, and how complex is the integration?
The build works with whichever CRM you're already running. Most common for the verticals we serve: HubSpot (all tiers), Salesforce, Follow Up Boss for real estate, Clio for law firms, and JobNimbus or ServiceTitan for home services contractors. The integration is read-write via the CRM's official API — we create records, populate fields, assign owners, and add notes. We don't require you to switch CRMs or use a parallel system. Scoping call before the build starts maps every field, so what lands in the CRM is exactly what your team expects to see, not a generic contact record they have to clean up. Complexity depends on how many custom fields and pipeline stages you're running, but most integrations are fully wired within the two-week build window.
How does the lead scoring work, and can we see why a lead was scored a certain way?
Scoring is built around your ideal customer profile, not a generic algorithm. Before the build starts, we work through the criteria that actually predict a good client for your business: job type, geography, budget signals, timeline, referral source, whatever your sales team already uses to mentally qualify a lead. Those criteria get weighted and coded into the scoring model. Every scored lead includes a reason breakdown — a short text field in the CRM record that shows which criteria the lead met, which it didn't, and what score it landed. So if a lead comes in scored low and your rep disagrees, they can see exactly what drove the score and flag it. That feedback loop is how the model gets tuned over the first few weeks until it's matching your reps' judgment consistently.
How does the system handle data privacy, and where does lead data actually live?
Lead data lives in your CRM and your CRM only — we don't maintain a parallel database of your prospects. The intake pipeline processes data in transit (enrichment, scoring, routing) and writes the output to your system. For enrichment, we use APIs that operate under their own data processing agreements, and we disclose every third-party data source during scoping so you can review them before the build starts. If your business operates in a regulated context — healthcare-adjacent, financial services, states with strict consumer data laws like California or Virginia — we scope the data handling specifically to what's permissible under your compliance posture. For anything touching protected health information, we recommend the HIPAA-covered build track, which adds a BAA and routes data only through compliant services.
What's the real impact on speed-to-contact, and does that actually change outcomes?
Speed-to-contact matters most in high-competition verticals where the prospect has multiple tabs open. Real estate, home services, legal, med spa — the prospect who submitted a form is often still on the browser when your first message arrives. The academic literature on lead response (MIT Sloan has published on this, as have sales research firms like Velocify) consistently shows that contact attempts within the first five minutes of a lead's submission produce substantially higher conversion rates than attempts an hour later, and hour-later contact still outperforms next-day by a wide margin. We don't quote a specific percentage because your baseline conversion rate and market competitiveness affect the actual lift. What the build does is remove the variable of human availability from that first response window. The system responds within seconds of intake regardless of time of day. Your rep's first outbound is warm, not cold — the prospect already knows someone's coming. Whether that closes more deals depends on your offer, your team, and your market. We can tell you what changed in the intake layer; we can't promise your close rate.
What happens after the initial build — do we need ongoing support?
The build is designed to run without hand-holding once it's dialed in. But a few things reliably cause drift over time: your CRM gets updated and a field mapping breaks, an ad platform changes its lead form format, your team's ICP shifts because you moved upmarket or added a new service line, or a new rep joins and needs a different routing rule. The retainer covers those changes as they happen — same engineering team, no re-explaining the system from scratch. It also covers monitoring: if the intake pipeline stops processing leads because an API key rotated or a webhook endpoint changed, you find out from us, not from a rep wondering why their pipeline's been quiet. For businesses with stable, predictable intake sources and a team that's comfortable managing CRM configurations, some clients run on the build alone for months before needing any retainer hours. We'll tell you during the build close-out what level of ongoing work your specific setup realistically requires.