Qualification checklist

Decide fast whether Snappy fits, and route if it doesn't.

Good-fit signals (lean in)

• Gets real inbound already: calls, form fills, quote requests, booking requests.
• Loses some of it to missed calls, dead quotes, or follow-up that never happens.
• Has tools we can plug into: a phone, an inbox, a calendar, a CRM.
• Owner or operator can set the rules once (voice, what a good lead looks like, when to escalate).
• The repeat work is burying a person or getting skipped when it's busy.
• Wants it built and run for them, starting with one agent.

Bad-fit signals (slow down, reset expectations)

• No inbound to capture yet. There's nothing for the agents to answer, so this is really a demand problem. Send them to Helix.
• Wants a human to personally handle every single message and won't let an agent respond.
• Volume so low that one person handles all of it comfortably today.
• No system of record at all, and no willingness to adopt one.

Disqualifiers (don't sell it)

• Won't give access to the phone, inbox, calendar, or CRM the agents need to work.
• Wants a one-time setup with no monthly, then to run it themselves. Point them to a build-only conversation or pass.
• Regulated workflow that legally requires a licensed human on every interaction.

Route instead

• "No one finds us. Growth is all referrals and the pipeline's empty" goes to Helix (create demand).
• "We don't know where AI helps us at all" goes to GetLatest AI (implement the system). Start with a mapping call.
• Empty pipeline and buried in admin both: the GetLatest AI umbrella; usually capture first if they're actively losing leads today.