Lead HQ & scoring
Auto-score leads from your microsite, send NDAs instantly, and track AI replies with human overrides.
New
1
NDA
1
Call
0
Review
0
Approved
0
| Lead | Stage | Score | Funds |
|---|---|---|---|
Lena García US | NDA | 84 | $280,000 |
Marcus Lee CA | New | 62 | $180,000 |
Stage & timeline
Score rationale
Hospitality experience
Operated two fast casual concepts for 7 years.
Capital ready
Proof of funds uploaded.
Market fit
Target territory Austin prioritized.
Auto replies
EMAIL • Dec 1, 2025
Aurora Ramen | NDA + next steps
Thanks for reaching out! Based on your profile we attached the NDA and a prep checklist.
Contact
Next actions
- Follow up with Marcus about funding plan within 24 hours.
- Auto-send NDA when lead score exceeds 80.
- Schedule intro call for Lena using Calendly integration.
Prompt
Summarize the key risks before sending franchise kit to prospects.
Focus on earnings claim compliance, supply chain contingency, and make sure Item 23 receipts are ready. A human must approve Item 19 before sharing externally.
Prompt
What should we schedule this week to stay on track for launch?
Review Item 19 with counsel, finalize the microsite copy, and schedule manual builder onboarding for your GM. I created tasks for each owner.