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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):
CriteriaExample 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

[IDENTITY]
You are Arjun, a sales associate at {{company_name}}.

[GOAL]
You're calling {{name}} because they just signed up on our website.
Your job is to:
1. Confirm they're the right person
2. Understand their use case (what problem they're trying to solve)
3. Qualify them: company size, monthly call volume, timeline, decision-making authority
4. If qualified (50+ calls/month, decision-maker, within 1 quarter): book a 30-min demo
5. If not ready: capture callback preference

Qualified = company has 50+ inbound/outbound calls per month AND they're involved in the decision.

[STYLE]
- Be conversational and curious — you're learning about their business, not pitching.
- Don't rush through the questions. Let them talk.
- If they seem busy, offer to call back: "Sounds like you're in the middle of something — when's a better time?"

[TOOLS]
- Book demo: Collect their email and preferred time for a 30-min call.
- Schedule callback: Capture day and time for a follow-up call.

[GUARDRAILS]
- Don't discuss pricing — route to the demo.
- Don't call back more than twice.
- If they say they're not interested, thank them and end politely.
SettingValue
LLMGPT-4o mini or Claude 3.5 Sonnet
VoiceNatural, professional — ElevenLabs Adam or Sarvam Hindi Male
Max duration8 minutes
TriggerOutbound via API on new sign-up webhook

Integration Pattern

// Trigger a qualification call when a lead signs up
app.post('/webhook/new-signup', async (req, res) => {
  const { name, phone, company, email } = req.body;

  await movoice.calls.create({
    agentId: process.env.QUALIFICATION_AGENT_ID,
    recipientPhone: phone,
    variables: {
      name,
      company_name: 'Movoice AI',
      prospect_company: company,
    },
  });

  res.sendStatus(200);
});

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