ENDA

Lead generation

Turn "who can help me with this" into a call worth having

AI qualifies every inquiry and hands you a discovery call request, already briefed.

Prospects reach out describing a problem, not a service line — and the consultants who respond fastest win the engagement. This workflow lets an AI agent qualify the problem, timeline and budget, then hand you a call request with the qualifying already done, so no inquiry sits unanswered and no unqualified one eats an hour.

Last reviewed

Can AI qualify an inquiry before it reaches my calendar?

That is exactly what it does. The agent asks about the problem, the timeline and the budget, checks the answers against the work you take on, and hands you a call request already briefed — so an unqualified inquiry never becomes an hour.

Answers
What you take on, and what you do not
Hands over
A briefed call request
Not yet
Confirming the call time

Your customers are already asking AI

These are the kinds of prompts people now type into an AI assistant — the demand this workflow is built to serve.

  • “find a consultant who can help with a Series A pitch deck”

  • “who can advise on a supply chain restructuring project”

  • “I need help with a go-to-market strategy, who should I talk to”

  • “recommend a consultant for a financial model review”

So how does a customer's AI find this at all?

This workflow only matters if prospects can reach you the moment they need help. Make your services and this discovery call intake available to AI, so when someone asks their assistant who can help solve a specific problem, AI can point them to you and start the call request.

You describe the problems you solve, the work you take on and what a good fit looks like — and Fugentic publishes that as an MCP server: the thing that lets an AI assistant ask your practice a question and get a real answer back. It is registered from the platform, so an agent finder, the index an assistant checks to see what is available, can pick it up.

Then someone asking their assistant who can help restructure a supply chain gets a real account of whether that is your work — and the inquiry that reaches you is one worth an hour, because the fit got checked before the calendar did.

  1. 1You describe what you sell
  2. 2It's published and registered
  3. 3A customer's assistant asks
  4. 4It answers in your words
  5. 5The details reach you
Fugentic hosts and publishes the middle steps. You supply the first one, and the last lands wherever you already work.
See how getting found by AI works →

What AI can and cannot do here today

What AI can do today

  • It can describe the problems you take on, the work you do not, and what a good fit looks like.
  • It can ask about the problem, timeline and budget, and check the answers against your criteria.
  • It can put forward call times that fit your hours and hand you the brief with the request.

What it cannot do yet

  • It cannot confirm the call. You confirm the time, and the prospect hears it from you.
  • It cannot decline anyone on your behalf. A poor fit is flagged for your review, not turned away.

Everything on the left is what a text-based setup supports today. Quoting against live data, and taking the booking itself, need server types we hope to add later.

Based on what the platform hosts today: an agent that answers from what you have described, and hands the rest to you.

How the AI discovery call workflow works

  1. 1

    A prospect describes the problem

    A prospect describes their problem, goals, and timeline by form, call, or message.

  2. 2

    AI qualifies the fit

    The agent extracts the problem type, budget, and urgency to check it's a good fit.

  3. 3

    Call times put forward

    The agent puts forward discovery call times that fit the hours and lead time you have described.

  4. 4

    Yours to confirm, with the brief

    The request reaches you with the problem, timeline and budget attached — you confirm the time and the prospect gets the invite.

Tools in this workflow

These are the tools the workflow touches. Map them in the Agentic Planner to describe what your agent can do.

Industries this fits

Build this workflow

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Related use cases

Frequently asked questions

The agent flags it for your review instead of putting it forward, so your calendar stays for qualified prospects.

Yes — the agent logs the qualifying details in your CRM so you walk into the call with context already.

No — it handles the qualifying, so the only calls that reach your calendar are the ones worth having.

Only because you have described it. Fugentic publishes the problems you take on as an agent an assistant can ask, then registers it so an agent finder — the index an assistant checks to see what is available — can pick it up. Consulting is bought on fit, and fit is the one thing a directory listing cannot convey.

Make your services available to AI

Describe what you sell, what it costs and how you decide — then publish it as an agent an assistant can ask. No code.

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