Inbound · Lead qualification
Every caller scored before your team sees them
Your paid traffic rings a line we answer. Agents take the caller through the criteria you set, write the answers to your CRM record and pass on only the ones that clear the bar — in one call, while the interest is still warm. Your reps spend their day closing, not screening.
≈7×
More likely to qualify a lead when first contact happens within an hour of the enquiry rather than after it
Harvard Business Review, 2011
What we score on every call
Six questions, asked the way your own reps would ask them. You set the pass mark; we apply it the same way on every call.
Qualified or disqualified in one call, logged in your CRM
01
Fit
Company size, sector, location and the product line the caller asked about, checked against your ideal-customer profile.
02
Need
The problem in the caller's own words, matched to the use cases you sell into and the ones you do not.
03
Authority
Whether the caller decides, recommends or is researching for someone else — and who that someone is.
04
Timeline
When they intend to buy and what is driving the date: a renewal, a launch, a contract ending.
05
Budget
A range rather than a number, asked with your framing so it does not end the conversation.
06
Consent
Permission to be contacted again, and on which channels, logged against the record before any follow-up.
How it runs, from first call to full volume
The same four weeks as every team we stand up. You hear live, scored calls in week four.
Step 1. Criteria workshop
Week 1
You bring your ideal-customer profile and your disqualifiers. We turn them into a scorecard with a pass mark and questions an agent can ask naturally.
Step 2. Script and CRM mapping
Weeks 2–3
Every question is mapped to a field on your lead record, so answers land where your reps already look. Agents train on your product and your objections.
Step 3. Live scoring with QA
Week 4
Calls go live on a small team. Each one is scored against the rubric, and every disqualification is reviewed the same day.
Step 4. Handover and calibration
Week 5 onward
Qualified leads reach your reps with notes and the recording. Weekly, we compare our scores with what your reps closed and adjust the pass mark with you.
What you receive
A qualified or disqualified outcome on every call, decided in that call
Scorecard answers written to your CRM lead record, not to a spreadsheet
Call recording and agent notes attached to every qualified lead
Disqualified callers pointed to a self-serve route, with the reason logged
Weekly report: calls taken, qualification rate, disqualification reasons
Monthly calibration of the pass mark against your closed-won data
Asked about lead qualification
The questions this service raises on the first call.
Can you qualify web forms and chat enquiries as well as calls?
Yes. Form fills and chat enquiries are called back within two hours and taken through the same scorecard, so every channel is qualified to one standard. The outcome is written to the same CRM record the enquiry created.
What happens to callers who do not qualify?
They are told the next step — a self-serve resource, a partner, or a follow-up at a later date — and the reason is logged against the record. Nobody is cut off. A caller who does not qualify today is often one who does next quarter, and the record shows when to try again.
Who writes the qualification questions?
You set the criteria. We draft the questions with you in week one and you sign them off before an agent asks them. The pass mark is yours to change at any time, and we recalibrate it monthly against what your reps actually closed.
How quickly do qualified leads reach my reps?
Immediately, as a CRM record with notes and the recording attached. Where your reps are available to take the call, we transfer it live instead of passing a record — that is the live transfer service, and the two are usually run together.
Are the calls recorded, and is that compliant?
Calls are recorded with the disclosure your counsel approves and retained for 90 days, the same retention as our outbound work. No payment details are taken on a qualification call, so the calls stay outside PCI scope.
Usually run alongside
Live transfer
A warm handover to your closer while the prospect is still on the line.
Callbacks
Missed calls, abandoned carts and stale form fills, worked the same day.
Appointment setting
We book qualified meetings straight into your reps' calendars.
Lead generation
Research, list build and first contact against your ideal-customer profile.
Get a quote for lead qualification.
Lead qualification is already ticked. Add anything else you want on the same floor, tell us roughly how many enquiries a month, and within one working day you have a staffing plan and the security brief.