Qualify distributor and installer applicants at scale
AI agents research candidates, ask the right questions in Gmail + WhatsApp, enforce eligibility gates, and update your CRM before handing off to humans.
When this use case fits
This is common for manufacturers with a channel model (manufacturer -> distributors -> installers) where inbound applications are high volume and low fit.
Humans end up spending time verifying basics: is this a real company, do they have relevant experience, can they import, and do they fit your territory strategy.
High inbound, low signal
Ads and forms generate many applicants with missing info and unclear fit.
Strict gates
You need to enforce non-negotiables (experience, territory fit, legitimacy) before anyone invests time.
Research helps - but takes time
A light evidence pass (website, references) improves decisions, but is expensive for SDRs to do manually.
Typical eligibility gates
You define the rules; agents enforce them consistently.
Is it a real company?
Basic legitimacy checks: website, registration signals, footprint, references.
Relevant microcement experience
Evidence of similar work (projects, photos, references) - not just generic construction claims.
Territory + model fit
Distributor vs installer fit, coverage area, and whether their model matches your channel strategy.
Ability to import from the EU
Logistics capability, paperwork readiness, and commercial ability to handle imports.
Capacity + responsiveness
Timeline, team size, and willingness to follow process for certification/onboarding.
Clear reason codes
Every pass/fail outcome is logged with explicit reasons in the CRM.
Workflow
A research pass + a controlled SDR conversation, then CRM + handoff.
Capture the basics
Collect missing fields (company, location, model, experience) through email/WhatsApp.
Research + evidence
Enrich the lead with light public evidence and flag uncertainty - no invented facts.
Qualify and gate
Ask the strict-fit questions and apply disqualifiers consistently.
Update CRM + handoff
Write fit notes and reason codes to HubSpot/Pipedrive and escalate only qualified candidates.
What the team gets
Less time wasted, more clarity per lead.
Fit assessment with evidence
A short summary with what was found online and what remains uncertain.
Completed qualification fields
Required fields captured through conversation, normalized and stored in your CRM.
Clean handoff to humans
Qualified candidates handed off with context so humans can close without re-asking basics.
Send us your lead qualification gates
Copy/paste your disqualifiers, required fields, and escalation rules. We'll reply with clear next steps and a proposed qualification workflow.