What it does
GoHighLevel and HubSpot give you tools.
Lockard AI does the work.
Lead Capture
Identifies and captures inbound interest from every channel. No leads fall through the cracks.
Qualification
AI scores and qualifies leads against your criteria — only worthwhile prospects reach your pipeline.
Follow-Through
Follows up, books meetings, sends proposals, and nudges deals forward — without waiting for you.
Revenue Collection
Sends invoices, handles follow-ups on unpaid balances, and confirms payment — collected, not chased.
Built for founders and operators running 1–20 people who are generating revenue but losing deals to manual follow-up, inconsistent process, and fragmented tools. Lockard AI flags decisions only you should make — everything else, it handles.
How it works
Nine stages. One system.
Running continuously.
Each stage has a dedicated AI agent. They hand off to each other, escalate to you only when a decision requires judgment, and optimize based on outcomes.
DISCOVER
AI identifies target accounts and inbound signals across channels.
Discovery Agent
ATTRACT
Automated outreach and content triggers pull the right prospects in.
Outreach Agent
CAPTURE
Lead data is extracted, enriched, and logged without manual entry.
Capture Agent
QUALIFY
AI scores each lead against your criteria and flags the high-value ones.
Qualify Agent
SELL
Proposals sent, objections handled, meetings booked — autonomously.
Sales Agent
COLLECT
Invoices issued, follow-ups sent, payment confirmed and logged.
Collections Agent
DELIVER
Onboarding sequences triggered, tasks routed to your team automatically.
Delivery Agent
RETAIN
Check-ins, upsell signals, and churn risk alerts surface before it is too late.
Retention Agent
LEARN
Every outcome feeds back into the system to optimize the next cycle.
Optimize Agent
Autonomous handoff — your oversight on protected decisions only
Capture + Qualify
Leads captured and scored while you sleep.
Every inbound signal — web form, call, chat, referral — gets logged, enriched, and scored against your qualification criteria the moment it arrives. High-value prospects move to your pipeline. Low-fit leads get a polite automated response. You see only what deserves your attention.
- Multi-channel lead capture (form, chat, call, email)
- AI qualification scoring against your criteria
- Automatic enrichment with company and contact data
- Owner alert only when a decision is required
Recent Leads — AI Scored
Jordan Reeves
Summit HVAC
91/100
Priya Nair
NovaBuild LLC
78/100
Carlos Mendez
Apex Services
62/100
Taylor Kim
Ridge & Co.
44/100
Dana Walsh
Bluestone Corp.
18/100
Sell + Collect
Proposals sent. Payment collected. Automatically.
Once a lead qualifies, the Sales Agent follows up, handles objections from a pre-approved playbook, sends proposals, and books calls on your calendar. After the deal closes, the Collections Agent issues the invoice and follows up on payment — confirmed and logged without you touching a thing.
- Proposal generation from your approved templates
- Automated objection handling within defined rules
- Calendar booking and meeting confirmation
- Invoice issuance and payment follow-up
Active Deals — Agent Actions
Summit HVAC
Proposal sent
NovaBuild LLC
Meeting booked
Apex Services
Invoice issued
Ridge & Co.
Follow-up sent (2/3)
Why Lockard AI
The old way is you doing everything.
This is the system doing it.
Your business, running itself.
Stop managing the pipeline. Build the product. Serve the customers. Lockard AI runs the lifecycle — you stay in control of what matters.
How does Lockard AI fit into my existing process?
You define the rules: your qualification criteria, your proposal templates, your escalation thresholds. The AI executes within those rules and hands off to you when a decision requires judgment. You keep control; the system handles execution.
What does "autonomous" actually mean here?
Autonomous means the system acts without waiting for you to trigger it — follow-ups sent, leads scored, invoices issued. It does not mean unchecked. Financial actions, strategic decisions, and anything outside your defined playbook surfaces in your command center for review.
I already use HubSpot or GoHighLevel. What changes?
Those platforms require you to log in, build the sequences, and manually run the process. Lockard AI is the operator running the process — the system executes while you step back from the daily work. Integration paths from existing platforms are part of onboarding.
Who is this built for?
Founders and small business operators with 1–20 people who are generating revenue but losing deals to slow follow-up, inconsistent process, or the wrong tools. If you have tried platforms that gave you more dashboards and still left you doing the work, Lockard AI was built for that exact situation.