Set criteria
Define requirements by offer and buyer journey.
Lead and revenue outcomes
Qualify Leads Automatically with AI Automation
Sales teams spend time sorting enquiries that lack key details.
How to qualify leads automatically
Use agreed questions and rules to summarize fit and urgency, then route uncertain cases for review.
Collect context
Ask only the questions needed for the next step.
Explain the result
Show the signals behind a priority or handoff.
Start with a focused pilot
Pilot one offer with a limited question set and compare staff decisions with the workflow.
Define the baseline
Record the current process, sources, owners and exceptions.
Agree on a measure
Percentage of enquiries with enough detail for a useful next step.
Keep people in control
Avoid sensitive or unfair eligibility decisions and keep a person responsible for final judgment.
We adapt the workflow to the markets, language, actual service areas, customer permissions and tools you confirm during consultation. No location or performance outcome is assumed.
From problem to a working system
Test the path that matters before expanding to other channels or teams.
Discover
Map the current journey and define the result.
Design
Set triggers, rules, data and approvals.
Build
Connect systems and test edge cases.
Improve
Review the agreed measure and refine.
Clear answers
Frequently asked questions
Does AI decide who can buy?+
The workflow helps organize information; people should handle consequential eligibility or access decisions.
Can criteria change by service?+
Yes. We define them separately for each offer and test edge cases.
What if a lead does not answer?+
Route incomplete enquiries to a follow-up or review queue rather than guessing.
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