Lead Generation
What We're Building: Advisor AI's Lead Qualification Roadmap for 2026
4 min read
A transparent look at our product roadmap: predictive lead scoring, multi-channel qualification, AI-powered follow-up, and how we're building the future of lead management.
We're building Advisor AI to solve one problem: help local service businesses turn more leads into booked jobs.
This is our roadmap for 2026. It's transparent, ambitious, and built on what our users actually need.
Q1 2026: Foundation (Live Now)
Intelligent Lead Scoring
- Automatic lead quality scoring based on your ideal customer profile
- Multi-factor analysis: budget, timeline, location, service fit
- Real-time scoring as leads arrive
- CRM integration (HubSpot, Pipedrive, Salesforce)
Lead Qualification Forms
- AI-powered forms that ask the right questions
- Conditional logic based on answers
- Pre-qualification before human contact
- Mobile-optimized for fast completion
Basic Lead Routing
- Automatic assignment to sales team
- Hot/warm/cold prioritization
- Email notifications for hot leads
- Lead history and notes
Q2 2026: Intelligence
Predictive Lead Scoring
- Machine learning models trained on your close data
- Learns which signals actually predict a sale
- Improves accuracy every week
- Custom scoring for your specific business
Multi-Channel Qualification
- Qualify leads from forms, calls, SMS, and email
- Unified lead inbox across all channels
- Conversation history in one place
- Consistent scoring regardless of channel
AI-Powered Follow-Up
- Automatic follow-up sequences for warm leads
- Personalized messaging based on lead profile
- Smart timing (send when they're most likely to respond)
- A/B testing for subject lines and copy
Q3 2026: Automation
Conversation Intelligence
- AI listens to sales calls and extracts key info
- Automatic note-taking and summary
- Identifies objections and coaching opportunities
- Flags high-intent signals in real-time
Automated Lead Nurture
- Drip campaigns for cold leads
- Personalized content based on service type
- Automatic re-engagement for inactive leads
- Lead scoring updates as they engage
Sales Coaching
- Real-time suggestions during calls
- Objection handling recommendations
- Next-step suggestions based on conversation
- Post-call coaching and feedback
Q4 2026: Optimization
Advanced Analytics
- Lead source performance (which channels close best)
- Sales rep performance (who closes what)
- Service type profitability (which services are most profitable)
- Seasonal trends and forecasting
Custom Workflows
- Build your own qualification workflows
- Conditional routing based on any criteria
- Integration with your existing tools
- Automation for repetitive tasks
API and Integrations
- Native integrations with major CRMs
- Webhook support for custom integrations
- API for building custom features
- Zapier and Make.com support
Beyond 2026: The Vision
Fully Autonomous Lead Management
- AI handles 80% of lead qualification
- Your team focuses only on closing
- Predictive follow-up (AI knows when to reach out)
- Automatic deal progression tracking
Industry-Specific Intelligence
- Roofing-specific lead patterns
- Plumbing-specific objection handling
- HVAC seasonal optimization
- Landscaping project qualification
Revenue Intelligence
- Predict which leads will become your biggest deals
- Identify upsell opportunities
- Forecast revenue based on pipeline
- Recommend pricing based on market data
Why we're building this way
We could build everything at once. But we're not.
Instead, we're building in order of impact:
- Foundation first — Get scoring and routing right. Everything else builds on this.
- Intelligence second — Make the system smarter. Let it learn from your data.
- Automation third — Once it's smart, automate the repetitive work.
- Optimization last — Once it's working, optimize for your specific business.
This means:
- You get value immediately (not after 6 months)
- We can iterate based on your feedback
- We're not building features nobody uses
- You're not paying for features you don't need yet
How we're building it
User-Driven Development
- Every feature request comes from real users
- We talk to customers every week
- We prioritize based on impact, not complexity
- We ship incrementally, not in big releases
Transparent Roadmap
- You can see what's coming
- You can request features
- You know why we're building what we're building
- You get early access to beta features
Privacy and Security First
- Your lead data is yours
- We don't sell data or share it
- Enterprise-grade encryption
- SOC 2 compliance (coming Q2 2026)
What we're NOT building
We're not building:
- A CRM (use HubSpot, Pipedrive, or Salesforce)
- Ad management (use Google Ads or Facebook Ads Manager)
- Email marketing (use Mailchimp or ConvertKit)
We're building the bridge between them. The intelligence layer that makes them work together.
How to influence the roadmap
If you have a feature request:
- Tell us the problem — What's the actual pain point?
- Show us the impact — How many deals would this help you close?
- Share your workflow — How would you use this feature?
The features that make the roadmap are the ones that solve real problems for real users.
Join us
We're building Advisor AI to help local service businesses compete with the big guys.
If you want to:
- Get early access to new features
- Shape the product roadmap
- Join a community of forward-thinking business owners
Sign up for our beta program. We're moving fast, and we want you along for the ride.
The future of lead management is intelligent, automated, and built for your business.
Let's build it together.
