Ask for the details that matter
Collect budget, timeline, location, service need, urgency, and decision context without making the form feel heavy.
Sales follow-up automation
Lead Qualification Automation
Focus your team on the leads most likely to move.
Qualify prospects, collect sales context, score fit, and route strong opportunities before they go cold.
Prioritise the right leads
Score leads with simple rules and send the strongest opportunities to the right person or system.
Keep good prospects warm
Prepare follow-up drafts, next-step reminders, and sales notes so strong leads do not disappear.
Example workflow
From raw lead to prioritised sales context.
The automation asks fit questions, scores the enquiry, writes a short summary, and routes the next step for approval.
Lead arrivesFit questionsScore and summaryFollow-up routed
What it includes
Lead context before the sales conversation.
Qualification questions
Budget, timing, need, urgency, location, decision process, and fit signals.
Simple scoring
Rules that rank enquiries so the team knows who needs attention first.
Sales handoff
CRM or inbox summary, recommended next step, and follow-up draft.
Best fit
Useful when lead quality varies.
This works best for businesses where not every enquiry is worth the same amount of time.
- Higher-ticket services
- Consulting or project work
- Sales teams with poor-fit enquiries
- Slow response after initial contact
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