Only pass sales the conversations that deserve a human
Standardise discovery so marketing-sourced leads arrive with context, not just a phone number.
Problem
Sales wastes cycles on unready leads
Form fills and portal enquiries vary wildly in quality. Without a shared qualification script, conversion reporting cannot tell marketing what actually works.
Solution
Structured discovery at the first conversation
The agent asks BANT-style or custom scorecard questions, tags objections, and books a meeting only when thresholds are met.
Capabilities
Custom scorecards
Map questions to the fields your CRM already uses.
Disqualify with dignity
Politely close poor-fit leads and offer an alternative resource.
Speed-to-lead
Call while intent is still high.
Feedback to marketing
Return reasons for disqualification to campaign owners.
How it works
- 1
Agree the scorecard
Sales defines must-have fields.
- 2
Connect lead sources
Ads, websites, and partners feed one queue.
- 3
Set pass/fail rules
Thresholds decide meeting vs nurture.
- 4
Close the loop
Win/loss notes refine questions.
Benefits
- Higher meeting show rates
- Fair comparison of campaign sources
- Less burnout on the sales floor
Use cases
Real-estate site visits
Confirm budget band and preferred location.
Education counselling
Check course interest and intake window.
Frequently asked questions
Ready to talk about calling, WhatsApp, or ads?
Share the channels, monthly volume, and whether traffic is promotional or transactional. Pricing is quoted — we do not publish a fake package grid.