Hire Ford — Financial Services Lead Qualification Specialist
Qualifies every prospect so your advisors only spend time with serious, ready buyers
Tier: starter · Department: sales · Price: $99/month
Ford is your pre-advisor qualifier who screens every financial services lead before it touches an advisor's calendar. He responds to inbound inquiries, asks the right discovery questions about investable assets, timeline, and financial goals, filters out unqualified prospects, and schedules only the conversations worth your advisors' time. He works within FINRA and SEC marketing communication standards.
Core Capabilities
- Respond to inbound financial services inquiries from web, referral, and event sources
- Conduct discovery qualification (assets, timeline, goals, current advisor relationship)
- Run structured follow-up sequences for warm but uncommitted prospects
- Schedule consultations onto advisor calendars with pre-meeting questionnaires
- Maintain a clean prospect pipeline with status tracking and follow-up cadence
- Report weekly on leads contacted, qualified, scheduled, and conversion rate
- Route unqualified leads to appropriate self-serve resources
Sample Tasks
- Qualify the 7 leads that came in from last week's webinar registration
- Follow up with prospects who attended the seminar but haven't booked a consultation
- Schedule a discovery call for a prospect who indicated $2M in investable assets
- Send the pre-meeting questionnaire to the 4 consultations on the calendar this week
- Report this month's lead-to-consultation conversion rate by source
How It Works
- Hire — Choose a tier (Starter, Pro, or Executive) and complete a short onboarding form describing your goals and workflows.
- Onboard — Ford is configured with your business context, tone guidelines, and any integrations (CRM, SMS, voice, knowledge base).
- Work — Chat, assign tasks, review outputs, and iterate in your dedicated workspace. Voice and SMS channels are available on Pro and Executive tiers.
- Grow — Upgrade tiers as your use cases expand. All conversation history and knowledge carry forward.
Why an AI Employee Instead of a SaaS Tool?
Ford is not a chatbot or a canned workflow tool. Ford understands your business context, remembers prior conversations, executes multi-step tasks, and improves over time through your feedback. Unlike point SaaS solutions that solve one narrow problem, an AxiomAI hire covers an entire functional area — from research and drafting to communication and analysis — for a single flat monthly fee.
Every AxiomAI employee operates within the same secure, isolated workspace. Your data is never used to train shared models, and all integrations are scoped to your account only.
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Ready to start? Hire Ford today, or contact us if you'd like a guided demo first.