Lead Qualification
Sort leads by readiness before a human ever steps in.
The problem
Teams spend time on leads that aren't ready or aren't a fit, while hot leads wait.
The repetitive task it eliminates
Manually asking qualifying questions and scoring each lead by hand.
How the automation works
A short automated sequence asks key qualifying questions, captures the answers, and tags or scores the lead so the right ones surface first.
Business benefits
- Focus effort on sales-ready leads
- Consistent qualification criteria
- Less manual triage
- Clearer pipeline visibility
What's included in the setup
- Qualification question design
- Scoring or tagging rules
- CRM field mapping
- Testing and deployment
Implementation scope
Standard — $249–$299
- Multi-step workflow configuration
- Conditional logic where required
- Two or three supported integrations
- Workflow testing
- Deployment and handover
- Seven-day bug-fix support
These are standard scopes, not unlimited development commitments. Additional integrations, custom features, and substantial changes must be quoted separately.
Seven-day post-deployment support
Every standard implementation includes seven days of post-deployment bug-fix support. This covers corrections to functionality that does not operate according to the agreed specifications.
Not included:
- New features
- Additional workflows
- New integrations
- Changes in business requirements
- Third-party service outages
- Changes caused by external platform updates
These can be quoted separately.
Requirements & limitations
- Access to your CRM
- A connected form or messaging channel
Third-party subscriptions, API costs, and platform fees are not included and will be disclosed before setup. We never ask for passwords through ordinary forms — secure delegated access is used where needed.