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Home Use cases Lead qualification

Lead qualification

Every enquiry scored before it reaches your team

Stop paying people to work out which calls are worth their time. It asks your qualifying questions, checks the answers, scores the lead and routes it, with the record already written.

InstantQualified on the call
ScoredAgainst your rules
RoutedTo the right person
What it establishes

Your criteria, asked consistently

Fit

Whether the job is one you actually want, before anyone spends time on it.

Budget signal

Asked the way you would ask it, without the awkwardness.

Timeline

When they need it, which often matters more than what they will pay.

Decision maker

Whether you are speaking to the person who can say yes.

Location

Whether it falls inside your service area at all.

Urgency

So a job needing someone today is not queued until tomorrow.

Then it routes

Scored leads go somewhere specific

High fit and urgent

Straight to a person, warm transferred with the answers attached.

High fit, not urgent

Booked into a consultation slot on the spot.

Outside your area

Told honestly and immediately, so nobody wastes an afternoon.

Needs judgement

Flagged and queued with a clear note on why it is ambiguous.

Questions

Worth asking before you buy

Can I set my own questions?
Yes, and the order they are asked in, and which answers disqualify. It is a workflow you control, not a fixed script.
Does it push people away?
It is direct, not aggressive. Telling someone quickly that you cannot help them is better service than a week of silence.
Where do qualified leads go?
Into your CRM as a complete record, and optionally into Slack or Teams as an alert so nobody has to watch a queue.
Can it call leads back?
Yes, authorised outbound follow-up is supported, subject to the consent rules you configure and the calling windows you set.
What if the answers are ambiguous?
It asks one clarifying question, then flags the lead for human judgement rather than forcing it into a score it cannot justify.

Qualify a test lead on the call

Play the awkward prospect and see how it handles you.