Lead qualification for consistent follow-up
Score inbound messages against your sales criteria and route qualified leads without making the CRM depend on a paragraph of model output.
Example input
A team of 80 is evaluating an annual plan and requests a demo this week, but has not shared a budget or timeline.
Questions your workflow can ask
1
Is this a qualified lead?
2
Which segment is the lead?
3
What information is missing?
What your system receives
A qualification decision, segment, and follow-up signal that your CRM or sales queue can consume directly.
Why teams use this pattern
- Separate fit from urgency so sales sees why a lead was routed.
- Use Choice labels that map to your existing segments and ownership rules.
- Review borderline scores instead of hiding uncertainty inside a generated summary.
NEXT STEP
Use the free playground to tune the questions against real, permissioned examples before batch scoring a backlog.