One floor, every client’s bar

A lead-gen agency calling for six clients has six definitions of a qualified lead. Merdial keeps each one on its own account — its own ideal customer profile, rubric, lead form and review rule — and grades every call against the right one.

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100%Calls scored, not sampled
~4sHang-up to a scored call
4 accountsOn Team — unlimited on Custom

Client: NorthwindAppointment standard

Decision maker on the call30/30
Fleet over 25 vehicles25/25
Trigger in the last 90 days18/25
Meeting booked20/20

VerdictQualified · 93

Each client’s bar lives on its own account.

The short answer

Conversation-intelligence tools score every call against one company-wide rubric, because they were built for a company selling its own product. An agency needs the opposite: a separate standard per client, enforced automatically, with each client seeing only the leads that met it.

Acme CoOutbound · 6 repsProfile saved

What you sell

Fleet telematics & compliance software

Who you sell to

BusinessConsumer

Ideal customer profile

Industry: Logistics, haulage, last-mile
Size: 25–500 vehicles
Buyer: Ops or Fleet Manager
Trigger: Failed audit, or insurance renewal

Instant

Describe it once. Every call is judged against it.

Per client

Each client, its own rubric

Accounts hold their own ideal customer profile, weighted metrics, lead form and review rule
Two accounts in one workspace are graded completely differently
A reply learned for one client never leaks into another client’s calls

Software & SaaS
Agencies
BPOs
Solar
Insurance
Recruitment
Real Estate
Home Services

Today’s callsScored against your rubric

Dana WhitfieldNorthwind Haulage · 11:2494Qualified
Marc OyelaranBright Lane Foods · 06:0271Unqualified
Priya RamanCopperline Logistics · 14:4788Qualified
Tom BerrisfordHale & Sons · 03:1848Unqualified

Dana Whitfield · 94/100

Ops manager, 120 vehicles, failed audit in March. Meeting booked for Thursday.

Delivery

Clients see approved leads only

The lead form is filled in from the transcript
Your reviewer approves it in the Review Queue
On Custom, approved leads publish to the client’s own read-only portal

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How lead qualification works

Why agencies choose Merdial

Six clients, six standards, one queue

StandardsPer client
Every client’s definition of qualified is enforced automatically, on every call.
Coverage100%
Every call graded — so a client never receives a lead nobody checked.
IsolationNo leaks
What is learned on one client’s calls stays on that client’s account.
BrandYour domain
Custom includes a custom domain and a branded login for the client portal.

On behalf of clients

What prospects say to agency callers

Editorial examples to show the idea. Your Merdial library is built from your own calls and approved by your own team.

Objection
“We handle this in-house.”
They have a way of doing it, not necessarily a good one.
Reply shape
Ask how it is going and what they would change, before offering anything.
Objection
“Send me your pricing.”
Interest, or an easy way off the phone.
Reply shape
Offer to, and ask the two questions that make the pricing relevant.
Objection
“Who are you calling for?”
They want to know who they are really talking to.
Reply shape
Say so plainly. Trust on the first call is what books the second.
Objection
“Call me next quarter.”
A timing objection with a date attached.
Reply shape
Ask what changes next quarter, and book the call now.

FAQ

Straight answers

How many client accounts can I run?

Free includes 1 account, Solo 2, Team 4, and Custom is unlimited. Each account has its own profile, rubric, lead form and review rule.

Can my clients log in to see their leads?

On Custom, yes. Approved leads publish to each client’s own read-only portal, which shows only their campaigns.

Can the client portal carry our brand?

Custom includes a custom domain and a branded login.

Does the AI approve leads by itself?

No. It scores the call, fills in the lead form from the conversation and puts it in a queue. A person approves it, and disagreements between that person and the AI are what the system learns from.

Does Merdial work with my dialler?

Yes. The Merdial desktop app for Windows 10+ and macOS 14.2+ captures the call audio on your computer — any dialler, softphone or meeting app — so it works beside whatever you already use, with no webhook or API key to set up.

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