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Catch Lead

A sales agent that never misses a visitor.

Role
Product design & development
Type
B2B SaaS
Platform
Website widget + PWA
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Fig. 01Chat and voice assistant on a client site

01  Overview

Catch Lead adds an AI assistant to a service business's website. It answers visitors by chat or voice, in their language, quotes from the business's own prices, books appointments and emails the owner every lead.

02  Challenge

Plumbers, roofers, HVAC teams and law firms lose customers after hours and while they are out on jobs. A missed call is often a lost job.

The owners are rarely technical and have no time for scripts or integrations. And an assistant that invents a price does more damage than no assistant at all. It had to be simple to set up and impossible to embarrass the business.

03  Approach

I treated setup as the product and trust as the constraint.

  • Three steps to live. Anything more than a pasted link and one line of code would lose the owner.
  • Grounded answers only. The assistant learns from the business's own website, and the owner can edit everything it learned.
  • Two moments, two designs. The visitor gets a conversation that feels like a phone call; the owner gets a dashboard built for a phone between jobs.

04  Solution

Onboarding in three steps

Paste the website address and Catch Lead reads the services, prices and service area. Add one line to Wix, WordPress, Squarespace or any site. Leads and bookings start arriving. Before signing up, an owner can enter their URL and see the widget on a screenshot of their own site in about ten seconds.

The orb

Visitors tap a glowing orb to talk, or type. They can interrupt naturally, as on a call, and send photos of the job. The assistant detects the visitor's language across 13 options and offers 30 voices.

Guardrails

Quotes come only from published prices. When a visitor needs a person, the assistant collects their name, contact details and needs, then emails the owner right away.

The owner's dashboard

Leads, conversations and bookings live in one installable app with a swipeable weekly calendar. A quote becomes an invoice in one tap, and marking a job done sends the invoice automatically.

On a client's site

One tap, and Max picks up.

Running live for a Los Angeles apparel printer. A single button sits on the page; visitors talk or type, Max remembers returning customers, takes the details, and asks for a rating when the conversation ends.

Try it here: the assistant in the corner of this site is Catch Lead.

Catch Lead on a client website: a Los Angeles apparel printer homepage with a glowing Tap to talk with Max button
01 · InviteTap to talk, on any page
Catch Lead agent Max listening in a chat window, greeting a returning customer by name and asking for a phone number
02 · ConversationVoice or text, remembers returning visitors
Catch Lead rating prompt asking how was your experience, with five stars and a Submit button
03 · FeedbackEvery chat ends with a rating

The dashboard

Every lead arrives already written up.

The owner's side is a phone-first dashboard in light and dark mode. Each conversation becomes a lead with an AI summary, the exact request and a priced quote, ready to turn into an invoice or a booked visit.

Catch Lead dashboard lead card: AI summary of intent, the request for 72 one-color printed cotton t-shirts, and an itemized quote totaling 822 dollars
04 · LeadAI summary and an instant quote
Catch Lead dashboard calendar in light mode showing two booked appointments on Wednesday, October 14
05 · CalendarBooked visits, synced
Catch Lead dashboard analytics in dark mode: conversations, leads captured, conversion rate, average lead score, agent rating and daily activity
06 · AnalyticsConversion, lead score, agent rating

In motion

Explained in forty seconds, sold in ten.

An explainer for the website and a set of short vertical films for social, each built around the same moment: a customer reaching out after hours and getting an answer instead of silence.

Promo · Missed call, booked job0:10
How it works · Explainer, with sound0:40
Short · Law firm, after hours0:10
Short · Stop leaking leads0:12

05  Outcome

Catch Lead is live with a 14-day free trial that needs no card.

  • Plans run from solo operators to agencies, with white-label and multi-location support at the top tier.
  • Leads are never hard-blocked at a plan limit; owners get usage alerts at 80% and 100% instead.
  • The product grew into an omnichannel inbox for Instagram, WhatsApp and SMS, with Stripe deposits and review automation.

Contact

Have a product that deserves craft?

Based in Mayfield Heights, Ohio · Working with teams everywhere