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Qualify every lead and alert your sales team to the hot ones

Your sales team stops chasing tyre-kickers and calls the people who are ready to buy, while they are still warm.

Good for
  • B2B services and software
  • Real estate
  • Education and training
  • High-value treatments

The situation

Section titled “The situation”

Your ads and website bring in dozens of “I’m interested” messages. Some are serious buyers; many are students, competitors, or people who are not ready yet. Your sales team either wastes hours finding out, or answers too late and loses the good ones. Your agent can ask the qualifying questions straight away, around the clock, and pass on only the leads that match your definition.

How it works

Section titled “How it works”
CustomerSends an enquiry
tkanaAsks a few questions, one at a time, based on your criteria
tkanaTags the lead hot, nurture, or unqualified
Your teamGets a hot-lead ticket and email, and calls the lead
From enquiry to sales call

Leads who are interested but not ready are not lost:

tkanaTags the lead nurture
Your teamBuilds a smart group from the nurture tag
Your teamSends a campaign when the time is right
Nurture leads later

What the conversation looks like

Section titled “What the conversation looks like”

Customer: Hello, I’m interested in your service for my company.

Agent: Welcome, happy to help. What does your company do, and what are you hoping to solve?

Customer: We are a chain of 8 pharmacies and want better customer service on WhatsApp.

Agent: Thank you, that’s helpful. When are you hoping to start?

Customer: Next month, ideally.

Agent: Great. One of our specialists will contact you shortly to go through the details.

What you switch on

Section titled “What you switch on”
  1. Write your qualification criteria in plain language: what makes a lead hot, nurture, or unqualified. See Qualify leads automatically for examples.
  2. Install Lead Qualification, paste your Qualification criteria, enter a Sales alert email, and keep or rename the four stage tags.
  3. Add what sales needs to know to your knowledge base (your offer, who it suits, how the process works), so the agent can answer questions along the way.
  4. Optional: create a bookable “Call with sales” service and install Book appointments, so hot leads can pick a time straight away.
  5. Test with a hot, a nurture, and an unqualified example in Try your agent.

What your team sees

Section titled “What your team sees”
  • A high-priority ticket titled “Hot lead:” with the lead’s name and main need, a summary of which criteria they met, and a link to the conversation. Find them on the Tickets board of Pipeline.
  • An email to your sales alert address for each hot lead.
  • Stage tags on every contact in CRM, so you can filter by stage or build a smart group for a nurture campaign. See Organize customers with tags and groups.
  • Contact details (name, email, company) kept up to date on the lead’s record.

Tips and limits

Section titled “Tips and limits”
  • The skill does not calculate a numeric score. If you want scoring, write it into your criteria, for example “one point each for budget, authority, need, and timing; three or more is hot”.
  • The agent follows your criteria closely, so be specific: numbers and time frames work better than “serious buyers”.
  • It never quotes prices or commits to terms unless your knowledge base allows it.

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