Budget and Timing Checker
Confirms budget, timing, and decision role in the lead's own words before a meeting is set.
Ideal for: teams whose calendars fill with the wrong meetings.
Status: Designed and ready to build per engagement, not yet a live agent.
The problem it removes
Every unqualified call costs a slot a real buyer wanted. Budget and Timing Checker asks the right questions and scores against the profile you actually close, so only ready buyers reach a calendar.
How it works
A new or replying lead enters qualification.
Fit, budget, timing, and role are checked in the lead's own words.
The lead is graded against your ICP and ranked by priority.
The score and reasoning are written onto the record.
Genuinely ready leads are handed to booking; the rest are parked honestly.
What changes
Connects to
Writes back
Every outbound action is approved by a human before it sends. Full audit trail included.
Want this running on your stack?
Book a meeting. We map Budget and Timing Checker to your funnel, your tools, and your voice, and tell you honestly whether it earns its place. Booking with us runs through the same system we install for clients.
More Qualify agents
Fit Scorer
Scores each lead against the profile you actually close, before anyone spends a call on it.
View →Discovery Question Agent
Asks the qualifying questions that separate a real buyer from a browser.
View →Lead Grader
Grades and ranks the day's leads so reps work the best ones first.
View →Disqualifier
Politely closes out leads that will never fit, so the pipeline stays honest.
View →Related guides
What counts as a qualified meeting?
A qualified meeting is a booked, confirmed conversation with the right person who has a real need. The exact bar should be agreed and written down before launch.
Read →What is a revenue agent?
A revenue agent is software that runs one specific job in a sales funnel, like replying to a lead or booking a meeting, with a human approving it.
Read →