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Ask what matters.
A branded intake asks the questions that qualify your ideal customer, instead of collecting a name and hoping for the best.
For service businesses that win by showing up first
The lead is here.
Be ready to call.
LeadFirst turns an inbound enquiry into a clear next step for your prospect—and a sharper first conversation for your team.
Designed for the moments that matter
Home servicesCreative agenciesProfessional servicesHigh-ticket sales
The experience
See the difference before you make the call.
The usual form ends at “Thanks, we’ll be in touch.” LeadFirst is built for what should happen next.
01 / Prospect submitsSample experience
Try a sample lead.
Choose a business and a timeline. See what a prepared first call could look like.
Illustrative preview only. No lead is submitted and no message is sent.
02 / Owner is preparedWaiting for lead
LeadFirst
Lead brief
Ready for the next lead
Run the sample to see the owner-side brief.
The engine
From submitted form to informed call.
Not another system your team has to babysit. A focused layer between incoming interest and the person ready to respond.
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Make sense of it.
Five business-specific pillars inform a fit assessment. The prospect gets a useful summary; your team gets the context behind the enquiry.
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Make the call human.
See what matters, review a tailored call script, and reach out while the conversation is still fresh.
Made to fit your business
Your definition of a great lead is the point.
Start with an industry template, then edit every question, fit criterion, and recommended next step. What matters to a roofer shouldn’t be copied from a design studio.
Explore the previewHome Services
Roofing, HVAC, Plumbing
01
Timeline / Urgency
How soon do you need this handled?
02
Budget / Insurance
How are you planning to pay for this?
03
Authority / Decision-Maker
Are you the homeowner and decision-maker?
04
Scope / Need
Describe what's going on.
05
Location / Fit
What city or zip/postal code is the property in?
A different kind of response
Your tools collect leads. Who helps you respond?
Use LeadFirst alongside the software you already rely on, rather than replacing your whole operation.
Standard forms
Great for collecting details. Usually leave the next conversation to chance.
All-in-one CRMs
Useful for managing a pipeline. Often more machinery than you need to make the first call.
AI voice agents
Can answer instantly. Not every high-trust conversation should start with a bot.
LeadFirst
A diagnostic intake and a human-ready brief, built for the moment someone raises their hand.
The fit
Built for people whose next customer is worth a real conversation.
Best for service businesses with inbound demand and a person ready to follow up. Not designed to replace traffic generation, e-commerce checkout, or your CRM.
High-value enquiries
A single project or client is worth getting on the phone for.
Small, hands-on teams
An owner or responder handles new enquiries directly.
Human relationships
Your buyer wants expertise and a conversation, not an automated sales maze.
The math
What is a slow follow-up costing you?
Drag the sliders to your real numbers. Most owners are surprised how quickly one recovered job pays for the whole year.
Your numbersAdjust freely
20
$5,000
30%
The estimateIllustrative
Potential revenue left on the table
$5,250/mo
That's the gap between your current follow-up and reaching every enquiry fast and prepared. Even recovering one extra $5,000 job a month covers LeadFirst many times over.
A planning estimate, not a promise. It assumes enquiries that wait are about half as likely to convert — your real numbers will tell the story once you're live.
Pricing
One missed call costs more than a month.
Try everything free for 14 days. No card until your trial ends, no setup fee, cancel anytime.
Starter
For the owner who answers every lead personally.
$149/mo
- Branded lead form, embed + QR code
- AI five-pillar grading and fit score
- Call script for every lead
- Instant text alerts + escalation
- Private customer summary page
- 1 user
Pro
TeamsFor small teams that split up the phones.
$299/mo
- Everything in Starter
- Up to 5 team members
- Webhooks to Zapier, Make and your CRM
- AI assistant connection (Claude, ChatGPT)
- Team alert routing
Want it done for you? Holistic Edge can set up your pillars, form and team. Talk to us.
Good to know
A few straight answers.
Does this replace my CRM?+
No. LeadFirst focuses on intake, qualification, and the first response. Keep the tools you use to manage the rest of the relationship.
What does the prospect see?+
A business-branded intake and a useful summary with next steps. Their personal information and your internal call notes stay private.
Can I tailor it to my industry?+
Yes. Start with one of four templates or customize your five pillars, questions, and scoring definitions for your business.
What if I can't answer right away?+
Your team can see leads in the app. SMS alerting and escalation are designed for faster follow-up, but delivery requires an active messaging setup.
The next lead is coming
Know what to say when it does.
Give your team a clearer starting point and your prospect a better first impression.