Plan a pilot
Lead qualification

Separate submitted interest from an actionable opportunity.

Apply clear qualification rules through a local customer conversation, then send the next team a defined status instead of an ambiguous lead.

Plan a projectExplore the approach
Project modelLOCAL / DEFINED
PROJECT WORKFLOW04 defined stages
  1. 01Reach
  2. 02Understand
  3. 03Qualify
  4. 04Route
WORKFLOW / DEFINED PER PROJECT Discovery ready
Why it mattersSERVICES / CONTEXT FIRST

Qualification protects downstream attention.

Not every submitted form carries the same intent. Some customers need clarification, some are not ready, and some records lack the information required for a useful next step.

TheCall turns client-approved criteria into a conversation flow. We record the result and route the lead according to the project design, without inventing product claims or eligibility rules.

Operating focus

Qualification dimensions

The criteria depend on the offer and should be explicit before launch.

FOCUS / 01

Intent

Establish whether the person recognises the enquiry and wants to continue.

FOCUS / 02

Fit

Apply the client-provided conditions relevant to the offer or service.

FOCUS / 03

Readiness

Clarify timing, next action and any information needed by the receiving team.

FOCUS / 04

Routing

Return a usable status and escalate defined cases through the agreed path.

Operating path

A rule-based conversation

Good qualification is consistent enough to measure and human enough to handle context.

  1. 01
    Criteria

    Define fit

    Agree the questions, permitted explanations and pass or fail conditions.

  2. 02
    Training

    Prepare the team

    Agents learn the offer, script, edge cases and escalation boundaries.

  3. 03
    Contact

    Run the conversation

    The agent follows the logic and records the evidence required by the process.

  4. 04
    Routing

    Send the next action

    Qualified, nurture, declined and exception cases follow their agreed routes.

Scope definition

What to define in the brief

Specific rules make reporting and quality review possible.

Discovery inputsPROJECT / DEFINED
  • 01Qualification questions
  • 02Mandatory fields
  • 03Disqualifying conditions
  • 04Escalation boundaries
  • 05Disposition reasons
  • 06Receiving-team SLA
Questions

Before the project is scoped.

Can agents improvise the criteria?

The operating criteria should come from the client and be documented. Edge cases can be escalated through an agreed route rather than decided informally.

Is this only for COD?

No. Qualification can support ecommerce, lead-generation and phone-assisted sales workflows with different payment models.

Continue planning
SERVICES / 01Turn an order form into a delivery-ready conversation.SOLUTIONS / 02Build a local customer relationship around an international brand.COMPANY / 03Make quality and accountability part of the workflow.
Next step

Turn your qualification rules into an operating flow.

Share the offer, target customer, pass criteria and next team in the journey.

Plan the project