How LeadBind works
The five steps a lead moves through, and which screen to open when one breaks.
Five steps. Knowing them makes every other page make sense, and it tells you which screen to open when something goes wrong.
1. A lead arrives
Four ways in:
- Someone fills out a form on your site or landing page
- Someone calls your number and you do not pick up
- You add them yourself, in the app or by asking your assistant
- Another system pushes them in by CSV, webhook, or CRM sync. See Bring in your leads
Whichever way, it becomes a lead record with a name, a number, and where it came from. That source field matters later, when you want to know which ads are worth the money.
2. LeadBind calls them
If speed to lead is on, this happens within seconds.
Seconds is not a vanity number. The gap between calling a fresh lead immediately and calling them an hour later is the difference between a conversation and a voicemail, because in that hour they contacted three of your competitors and one of them picked up.
The assistant opens by saying who it is calling from and that it is an AI assistant. That disclosure is not optional and not configurable. See Disclosing the AI.
3. It has a conversation
It works from the script you wrote in Studio. It answers general questions, finds out what the person needs, and steers toward a booking or a transfer.
What it will not do: quote a price, bind coverage, quote a rate, promise a credit outcome, or value a property. Those are yours, and in most of our industries they are legally yours. See What it says and why.
If the caller is hot and you want them now, it can transfer them live to your cell.
4. It books
This is where most competing products stop at "we will have someone reach out." LeadBind books the actual appointment.
Before offering any time it checks:
- Your working hours for that day
- Your appointment length and your buffer between appointments
- Your minimum notice
- Your maximum appointments per day
- Your blackout dates
- Everything already on your connected Google Calendar
That last one is why connecting your calendar matters more than it sounds. Without it, LeadBind only knows about appointments LeadBind made.
Once booked, the appointment lands on your calendar and a confirmation goes out.
5. It follows up
Most people do not book on the first call. That is normal and it is where the money leaks.
LeadBind keeps working the lead on the schedule you set: another call, a text, another text. It stops the instant they book, and it stops permanently the instant they ask it to. See Follow-up sequences and Consent.
Before the appointment, reminders go out to cut no-shows. See Reminders.
What you see
Every one of those steps leaves a record:
- Dashboard: the shape of the whole thing
- Leads: who is in the pipeline and where
- Calls: every call and what happened on it
- Bookings: what is coming up
Or connect your own AI and ask.
When something goes wrong
The five steps map to the five places to look:
| Symptom | Look at |
|---|---|
| No lead was created | Your form or import |
| Lead created, no call | Speed to lead is off, or texting is unregistered |
| Call happened, went badly | Your script |
| Good call, no booking | Availability, usually no slots actually open |
| Booked, then no-show | Reminders |
More in Troubleshooting.