With UpFunnel Insights™
Know your lead before the first ring.
UpFunnel Insights enriches every inbound lead with real consumer intelligence the instant they enter your system. By the time your AI agent dials, it already knows who it's talking to.
⏲ Slowed down 100x to show detail. Actual enrichment: 350ms.
Your Lead Form
First & Last Name
Sarah Jennings
Email
sarah.jennings@gmail.com
Phone
435-555-5555
TCPA Consent
✓ Agreed
UpFunnel Insights
Identity + Demographics
350 ms
UpFunnel Insights
Identity + Demographics
350 ms
Enriched Contact
NameSarah Jennings
Emailsarah.jennings@gmail.com
Phone435-555-5555
Address1847 Crimson Ridge Dr, Draper UT 84020
Age Range35 - 44
HH Income$100K - $150K
Homeowner✓ Yes
EducationGraduate Degree
Current PositionMarketing Director
Length at Residence6 years
Alt. Phone435-555-1234
Alt. Emailsjennings@work.com
✓ ENRICHED — READY FOR CALL
How It Works
Four steps. Zero manual work.
UpFunnel Insights fires automatically the instant a lead enters your system. No CSV uploads, no waiting, no human in the loop.
1
Lead Created
A prospect submits your form. Name, email, and phone hit your CRM.
0 seconds
2
Identity Resolved
Email and phone are matched to a verified consumer identity with postal address.
~100ms
3
Profile Enriched
Demographics, income, homeownership, education, and lifestyle data appended to the record.
~250ms
4
Agent Calls
Your AI voice agent dials with full consumer context, personalizing the conversation from the first word.
~5 seconds
What You Get
Consumer intelligence that changes the conversation.
Every matched lead gets a full consumer profile appended to their contact record before the first call.
Household Income
Estimated income brackets so your agent can frame value propositions around ROI or cost savings, depending on who they're talking to.
Homeownership
Owner vs. renter status. Critical for home services verticals like roofing, HVAC, landscaping, and solar to qualify before speaking.
Education Level
Calibrates the agent's language. Graduate-level gets precise business terminology. Trade-level gets practical, no-nonsense talk.
Household Composition
Marital status, presence of children, household size. Enables agents to reference family context naturally during discovery.
Net Worth & Wealth Score
Predictive wealth indicators inform how aggressively to pursue premium tier offers vs. entry-level positioning.
Verified Address
CASS-validated postal address appended during identity resolution. Fills a gap most web forms don't capture.
Why It Matters
Your AI agent stops guessing
and starts knowing.
Every conversation your competitors have starts from zero. Yours starts from a position of intelligence.
Higher Booking Rates
When your agent leads with relevant examples and calibrated tone, prospects feel understood. Understood prospects book. Generic pitches get hung up on.
Instant Qualification
Homeownership, income, and household data let you pre-qualify leads before the call even connects. Your team only talks to real opportunities.
Smarter Follow-Up
Consumer insights persist across every touchpoint. Follow-up calls, SMS sequences, and re-engagement campaigns all benefit from the same enriched profile.
Invisible to the Lead
Your agent never cites the data directly. It simply sounds more relevant, more aware, more human. The lead just thinks your team is really good at their job.
Pricing
Simple, transparent, per-lead.
No hidden fees. No long-term contracts on the enrichment layer. Cancel the add-on anytime.
One-Time Build-Out
$1,500
Per Lead / Monthly
$0.50 / lead
Build-out includes:
- Full Make.com enrichment scenario
- CRM custom field configuration
- Consumer data API integration
- Identity resolution + demographics chain
- AI voice agent dynamic variable wiring
- Agent prompt engineering for insights
- Error handling + fallback routing
- End-to-end testing + go-live support
Requires an active Deal Flow AI Pro subscription.