Qualify leads before a call
You set up BOB to ask a lead a few qualifying questions, budget, timeline, need, before offering a call, so you wake up to a calendar of real prospects instead of a pile of maybe-later chats.
Why qualify before booking?
Section titled “Why qualify before booking?”A fast reply gets attention. A qualifying question gets the right people onto your calendar and keeps the wrong ones from wasting a slot. Speed and qualification work together, not against each other.
How do I set this up?
Section titled “How do I set this up?”- Open Chat with Bob and describe the questions that matter for your business, for example: “Before offering a call, ask what they’re looking for, their budget range, and how soon they want to start. Only offer times if the answers are a good fit.”
- Tell BOB what a “good fit” looks like, so it knows when to book and when to just say thanks and log the lead.
- Connect your CRM if you want every answer logged automatically, see Sync new leads to your CRM.
Does this feel like a form to the lead?
Section titled “Does this feel like a form to the lead?”No, it reads as a normal conversation. BOB asks one question at a time, in plain language, and adapts based on what the lead says, not a rigid multi-field form.
What happens to leads that do not qualify?
Section titled “What happens to leads that do not qualify?”You decide. A common setup: BOB thanks them, notes why in your CRM, and either stops there or offers a lower-touch next step (like an FAQ answer or a resource), never a hard no.