How It Works

Seven steps.
One qualified buyer.

Every buyer who reaches your sales team has passed intent, timeline, budget, finance, document verification, location, and build type checks — automatically. Here's exactly how.

7

Qualification signals

7-step

Verification process

< 90s

Verified lead to CRM

0

Unqualified leads delivered

How it works

Three ways PreQual™
saves your builders time and money.

*there are many more, but we thought we'd ease you into it.

01

Filter out tyre kickers before they cost you.

Most lead gen sends you everyone who clicked an ad. PreQual™ runs every buyer through intent, timeline, budget, and financial verification — before a single name reaches your sales team. Unqualified buyers receive helpful resources. Your team never sees them.

61% of leads pass full verification

Qualification Steps

Intent Signal
TimelineFILTER
Budget Range
Finance StatusFILTER
5
Document VerificationFILTER
6
Location
7
Build Type

02

Know exactly where every qualified buyer came from.

Every lead is tagged with full UTM attribution — channel, campaign, ad set, creative. Google GCLID, Meta FBCLID, session data. You'll know whether your best buyers came from Google Search, LinkedIn, or Reddit, and optimise spend accordingly.

Google Search: 71% quality score

Qualified Leads by Source

LinkedIn83%
Google Search71%
Reddit62%
YouTube55%
Meta Ads38%
TikTok29%

03

Qualified leads in your CRM in under 90 seconds.

When a buyer passes verification, Zapier fires. A HubSpot contact is created with all qualification data attached — score, finance status, budget, location, build type. Your sales rep gets a Slack message and SMS while the buyer is still thinking about their home.

< 90s from qualification to CRM

Automation Pipeline

Pr

PreQual™

Buyer verified

Za

Zapier

Trigger fires

Hu

HubSpot

Contact + tags created

Sl

Slack

Sales rep notified

SM

SMS

< 90 seconds total

Integrations

Plugs into whatever your
sales team already uses.

PreQual™ sends verified leads via webhook or Zapier. Your CRM gets updated automatically, whether you're on HubSpot, Salesforce, or a spreadsheet. No new platform. No developer. Setup takes about ten minutes.

Z

Zapier connects everything

Over 1,000 apps. Trigger on verified lead → create contact → notify your rep. Done. No code required.

H

HubSpot

CRM & pipeline

SF

Salesforce

Enterprise CRM

Z

Zapier

Automation layer

Sl

Slack

Team notifications

G

Google Ads

Attribution & bidding

f

Meta Ads

Social attribution

in

LinkedIn

B2B channel

M

Mailchimp

Email nurture

AC

ActiveCampaign

Marketing automation

Mo

Monday.com

Project management

Tw

Twilio

SMS delivery

GS

Google Sheets

Data export

Zero risk

Run a 60-day pilot.
Pay nothing unless someone signs.

No setup. No retainer. We integrate with your CRM, run the qualification flow across your inbound, and you pay 3% only if a buyer we verified signs a contract. If nothing converts in 60 days, you pay nothing and walk away.

✓ No monthly retainer✓ Cancel anytime✓ Works with your existing CRM✓ Setup in under 10 minutes