Lead Qualification
A lead qualification agent calls new leads within minutes of sign-up — before they go cold. It asks qualifying questions, scores the lead, and either books a demo or routes to a human sales rep.Why This Works
- Speed to lead: Companies that call within 5 minutes of sign-up are 9× more likely to convert than those that wait 30 minutes.
- Sales reps should spend time on qualified leads, not discovery calls.
- An AI agent can run 24/7 across time zones.
Qualification Framework
Define your ideal customer profile (ICP) in the prompt. Common B2B qualification criteria (BANT):| Criteria | Example Questions |
|---|---|
| Budget | ”What’s your monthly budget for customer support tools?” |
| Authority | ”Are you the decision-maker for this purchase?” |
| Need | ”How many inbound calls does your team handle per day?” |
| Timeline | ”Are you looking to get started this quarter?” |
Agent Configuration
Prompt Template
Recommended Settings
| Setting | Value |
|---|---|
| LLM | GPT-4o mini or Claude 3.5 Sonnet |
| Voice | Natural, professional — ElevenLabs Adam or Sarvam Hindi Male |
| Max duration | 8 minutes |
| Trigger | Outbound via API on new sign-up webhook |
Integration Pattern
Setup Checklist
- Define your ICP qualification criteria
- Write prompt with specific qualifying questions
- Set up API trigger on new lead/signup event
- Configure webhook to push qualified leads to CRM
- Set up transfer to sales team for hot leads
- A/B test two prompt variants after 100 calls
