Lead Qualification Process
Intelligent qualification that maximizes data capture while keeping conversations natural.
The Qualification Funnel
Qualification Philosophy
The goal is qualification, not filtration. The system gathers maximum information from every conversation. A prospect who says "not right now" is a "Later" lead — not a lost lead. The agent only exits on genuine refusal.
Lead Scoring & Classification
Good Leads
Qualified, interested, ready for immediate follow-up.
Action: Follow up personally ASAP
Good For Later
Interested but not ready now. Gave a longer timeframe.
Action: Nurture
Not Interested
Reached and explicitly declined.
Action: Set aside. Not called again.
Bad Leads
Wrong number, disconnected, DNC request, no funds.
Action: Permanently removed.
Non Accredited
Confirmed not accredited (accredited-only campaigns).
Action: Removed from queue.
Data Captured on Every Call
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