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Lead Qualification

Definition: Define what makes a lead “qualified” and how the AI determines it before escalation.

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Qualification Criteria

  • Has budget or buying intent
  • Matches target company/industry
  • Expresses a specific problem or timeline

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AI Prompts to Use

  • “Can I ask what your company does?”
  • “How soon are you looking to solve this?”

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CRM Sync

  • Tag qualified leads automatically
  • Push notes to your CRM for handoff