Ask the right questions, follow up better.
Lead qualification asks a few relevant questions before a human follows up, captures useful details and identifies potential fit using your agreed criteria — so follow-up time goes where it's most useful.
Useful context before a person picks it up.
We prepare lead qualification around how your business actually works — asking relevant questions, capturing service needs and location, summarising answers and flagging potential fit using criteria we agree with you. No invented thresholds, no guaranteed lead quality, and no claim that qualification workflows are already active. A qualified enquiry is not a booking or a sale.
Asking relevant questions first
Before a human follows up, a few relevant questions help understand what the enquiry is actually about — so the right person picks it up with context rather than starting cold.
Capturing service needs, location & timing
Collect the kind of job or service, the relevant location or service area, and preferred timing so an enquiry arrives with the details that matter to whether it's a good fit.
Collecting missing information without repeating
Where a detail is missing, it asks for it — without re-asking questions the contact has already answered, so the conversation stays efficient and doesn't feel repetitive.
Summarising answers for the team
Where supported, it prepares a short summary of the answers so the person following up starts with the context they need, rather than reading through the whole exchange.
Identifying potential fit using agreed criteria
Using the criteria we agree with you, it can flag whether an enquiry looks like a potential fit — so follow-up time goes where it's most useful. Criteria are approved with you before anything goes live.
Escalating unclear or conflicting answers
Where answers are unclear, missing or conflicting, it doesn't guess — it flags the enquiry for human review so a person can decide, rather than forcing a fit or a rejection.
What you receive.
- A lead qualification setup configured to ask relevant questions before a human follows up.
- Approved question bank covering service needs, location, timing and useful project details.
- Contact and enquiry-detail capture mapped to your CRM contact and follow-up.
- Agreed fit criteria (approved with you) used to flag potential fit — not invented thresholds.
- Human-review handoff for unclear, missing or conflicting answers.
- A short summary of answers prepared for the team where supported.
What we’ll need from you.
- •Verified details about your services, service areas and common customer questions.
- •The criteria you use to decide whether an enquiry is a potential fit (approved with you).
- •Approved escalation rules and a handoff path for when a person is needed.
- •Access to your CRM sub-account and existing contact fields.
- •A quick review of the approved questions and qualification behaviour before it goes live.
How a lead qualification project runs.
The recommended scope depends on your business — we suggest a practical starting point rather than requiring everything at once.
Discovery
We learn about your services, how enquiries come in today, what makes a good fit and where a person needs to step in.
Agreed scope
We agree the questions, the fit criteria, the handoff rules and a proposed timeline before any work starts.
Build
We prepare the approved question bank, qualification behaviour and CRM/contact mappings, and check the journey before launch.
Review
You review the approved questions and qualification behaviour. We refine before it goes live.
Connect & test
We connect the relevant channels and CRM where in scope and test the qualification journey end to end before launch.
Improve
We review qualification summaries and follow-up, identify friction and agree the next useful improvement.
What’s delivered, configured and tested
You receive the approved question bank, fit criteria and CRM/contact mappings — ready to connect to the relevant channels and CRM. The questions, criteria and handoff are configured with you and tested end to end before launch, so qualification only confirms an action once the connected system actually completes it. A qualified enquiry is not a booking or a sale — qualification helps a human decide whether and how to follow up. We don't guarantee lead quality, and we don't claim qualification workflows are already active. We recommend a practical starting point based on your existing setup, goals and budget.
Questions about lead qualification.
Direct follow-up where it’s most useful.
Tell us how enquiries come in today and where follow-up time gets wasted. We’ll discuss a practical place to start.