Qualify
The Qualifier finds out who is ready to buy.
Conversion System
Finds out who is ready to buy
Qualifier Agent
Asks the questions that matter (need, budget, timing) and scores each lead so the business spends its time on the people who are ready.
The problem it takes off your plate
Your time goes to people who were never going to buy.
What it does
Handles
- 01Intent detection
- 02Qualifying questions
- 03Need, budget, timing
- 04Fit scoring
- 05CRM update
- 06Routing to the next step
How it works
What it does, in order
- 01
It picks up where the Receptionist stopped
The Qualifier receives the conversation with the lead's name, the question and the language already captured, so its first message continues the thread instead of starting over.
- 02
It asks about need, budget and timing
Not a form: questions asked one at a time, in the customer's words, about what they need, roughly what they expect to spend and by when. It stops asking once it knows enough.
- 03
It scores the fit
It compares the answers with the criteria you gave it for a good customer and for an urgent one, and records the lead with a score and the reasons for it.
- 04
It routes the lead
A lead that is ready goes to the Booker or straight to the person you named. One that is only curious gets its answers and stays on file. The CRM is updated either way.
What you decide
What your business sets
- What a good lead looks like
- The services you want more of, the service area you cover, the budget range that makes the work worthwhile. The agent scores against your definition, not a generic one.
- What counts as urgent
- The signals that move a lead to the front of the line, and the person who should hear about it first.
- Who gets the hot ones
- Which leads go to a person right away and which go to the Booker. You can change the rule without changing the agent.
Who it works with
Who hands it work, and who it hands work to
The Qualifier sits between the Receptionist, which hands it every conversation that is going somewhere, and the Booker, which receives the ones that are ready. Leads that are not ready yet are not lost: they stay in the CRM for the Retainer and the Reactivator to pick up at the right moment.
Receives from
Hands to
Where it sits in the cycle
How the workforce works
The limits
What it does not do
- It does not turn a conversation into an interrogation: it asks only what your criteria need, and it says why when a customer wonders.
- It does not decide pricing. It collects the information a quote depends on and passes it to the person or the range you approved.
- It does not make the final decision on a borderline lead. It records the score and the reasons and leaves the judgment to your team.
Questions
What businesses ask before they trust it
How does it decide who is ready to buy?
- By the criteria you set: need, budget and timing, plus anything specific to your business. It scores each lead against them and writes down why, so your team can disagree with a score and see exactly what it was based on.
Does it replace my sales team?
- No. It decides who your team should talk to first. The conversations where a person makes the difference stay with your people.
Where do the qualified leads end up?
- In your CRM, with the score, the answers and the conversation attached, and with the Booker when the next step is an appointment.
The rest of the system
One system. Each agent hands the next everything it already knows.
- Receptionist AgentAnswers first, in seconds
- Booker AgentTurns conversations into appointments
- Retainer AgentKeeps customers coming back
- Reactivator AgentBrings back the ones who went quiet
- Intelligence AgentSees the whole funnel
Agents are components; systems are what you run. This one is not sold on its own — it comes inside Conversion System, with the rest of its team.
Part of Conversion System
See it answering your business's questions.
Twenty minutes, no cost. We show you what this agent would do with your hours, your services and the volume you actually get.