Hot leads booked in minutes, cold ones never touched by a human
Lead Qualification Workflow
Capture, enrich, score, and route inbound leads automatically so response time drops to minutes and your sales hours land on the leads that can actually close.
The sequence
Why this workflow exists
Response time is the single strongest predictor of inbound conversion, and most teams answer in hours because a human has to read, research, and decide. Removing the research and the decision leaves only the conversation.
The steps in detail
Unify capture
Every inbound path, forms, chat, email, and phone, lands in one normalized record with source attribution intact.
Enrich automatically
Company size, industry, technology stack, funding, and role seniority appended within seconds of capture.
Score against real outcomes
The scoring model is fitted to your closed won and closed lost history, not to a generic template.
Route by score and rules
High scores get an instant booking link and a rep alert. Mid scores enter nurture. Low scores get a courteous automated reply.
Measure and retune
Monthly comparison of predicted score against actual outcome, with weights adjusted where the model was wrong.
When this is the wrong choice
Every workflow has conditions where running it makes things worse. These are ours.
- Inbound volume is under roughly thirty leads a month and a human can genuinely read them all
- There is no closed won history to fit a score against, so the model is guesswork
- The sales process is fully relationship led and scoring adds noise rather than signal
Outcome. Inbound response measured in minutes, sales hours concentrated on qualified conversations, and an attribution trail you can trust.
- CategoryGrow
- Scope5 steps, 2 to 4 weeks
- Human in the loopYes, at every gate that matters
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The quote tells you whether this workflow fits, what it costs, and where it would break in your specific environment.