Lead Qualification
Most of the enquiries are not enquiries
Fifty messages arrive. Eight are real buyers, and finding them means someone reading all fifty and asking the same three questions. By the time they get to number forty, the good ones have gone cold.
Ask the qualifying questions automatically while the conversation is still open, tag the contact by what they answer, and route only the qualified ones into your pipeline. All of it happens inside the 24-hour window the customer opened, so it needs no templates and costs nothing extra.
Which kind of message this is
Service-window replies. Because the lead messaged you first, everything here is a free-form reply inside their 24-hour window — the cheapest and least restricted messaging on the platform.
How to set it up
- 1
Answer immediately, automatically
An automation replies the moment a message arrives. Speed is most of qualification: the lead who gets an instant answer is still paying attention.
- 2
Ask the two or three questions that actually sort people
Budget, timing, location — whatever genuinely separates a buyer from a browser in your business. A form link collects them in one go rather than over six messages.
- 3
Tag on the answers
An automation applies tags from what came back, so the segment builds itself instead of someone maintaining a list.
- 4
Create a deal for the ones worth time
Qualified leads become deals with an owner and a follow-up date. The rest stay tagged and reachable later without occupying anyone now.
What goes wrong
- — Interrogating people. Three questions is qualification; eight is a form nobody finishes, and the good leads are the ones with other options.
- — Letting the bot handle a buyer. Automate the sorting, not the selling — hand a qualified lead to a person while the window is still open.
- — Leaving unqualified leads untagged. They are the audience for later, and untagged means unreachable without messaging everyone.
- — Missing the 24-hour window. Once it closes you need an approved template to restart, so qualification should happen the same day.
Questions
Does this need the AI chatbot?
No. A plain automation can reply and ask the questions. The chatbot helps when answers are open-ended and you want them understood rather than matched, and it needs your own AI provider key — Groq and Gemini have free tiers.
What happens to the leads that do not qualify?
They stay as tagged contacts. That is the point of tagging them: a later broadcast can reach exactly that group without messaging your whole list, which is what protects your quality rating.
Can leads from Facebook ads go through the same flow?
Yes. Meta lead ad submissions arrive as contacts automatically and an automation can enrol them the same way — though a lead-ad contact has not messaged you, so reaching them first needs an approved template.
Try it on your own numbers
Free plan, 100 contacts, no card required.
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