Lead qualified before reaching the salesperson
Structured conversation on preferred channel — profile, need, and next step in CRM, without abandoned form.
Sales stops receiving cold lead or incomplete form in funnel. A conversational flow — WhatsApp, site, or chat — asks questions in right order, crosses answers with ICP and company scoring criteria, and registers qualified lead in CRM with structured summary. Hot lead goes directly to right rep queue; out-of-profile lead gets nurturing or routing without wasting call time. Manager sees conversion by channel, source, and qualification criterion.
What blocks you today
Site form becomes lead without context; SDR wastes time calling to discover need. Commercial WhatsApp mixes curious visitor, client, and real opportunity. Funnel inflates without clear criterion for when to pass to salesperson.
What changes in practice
- Conversational flow with questions and branches aligned to company ICP
- Automatic scoring and classification with editable criteria by product or region
- Structured summary and CRM registration with source, channel, and suggested next step
- Routing to rep, SDR, or nurturing queue per score
- Integration with CRM, RD Station, HubSpot, or adopted funnel tool
Business outcome
Salesperson enters conversation knowing profile and need. SDR focuses on exception and follow-up, not repetitive triage. Funnel gains predictability when qualification stops depending on who's in queue.
Where it usually fits
- B2B or B2C sales teams with high inbound lead volume
- Operations with WhatsApp as main capture channel
- Companies with site form and high abandonment or cold lead rate
- Distribution and franchises with lead routing by region or unit
- Marketing generating volume but sales not scaling triage in proportion
How it evolves next
With stable qualification, you can connect sales copilot, assisted proposal, and automatic scheduling in the same funnel.
- Sales copilot in CRM with history and next step on call
- Meeting or visit scheduling with multichannel confirmation
- Personalized commercial proposal in PDF with assisted narrative
- Automated nurturing for warm lead with conversational resume
- Conversion dashboard by channel, criterion, and rep
Site form becomes lead without context?
SDR wastes time calling to discover need? Contact us — we build the pipeline with clear exceptions and audit trail.