Know who to contact first

Simple checks so your team knows who to call first and what to ask.

Your sales team receives better context, clearer priority, and a recommended next action before they make contact.

Most revenue leakage happens before a salesperson speaks to a prospect. Enquiries arrive with uneven quality, incomplete information, and no consistent way to decide who should be contacted first or what should happen next.

Lead qualification is the structured process of understanding fit, urgency, value, and risk so your team focuses on the right conversations. Criteria are always customised to your services, territories, and sales model.

Scoring and automation should support human judgement, not replace it. A well-designed framework flags priority and captures context. It does not blindly reject enquiries that may still be valuable once reviewed.

Problems we address

Inconsistent qualification between team members
Poor-fit enquiries reaching sales and wasting calendar time
High-value leads buried in the same queue as low-intent forms
No clear next action after an enquiry arrives
Missing context when sales makes first contact
Automated rules that reject enquiries without review
Qualification data not recorded in CRM

Capabilities

Custom qualification frameworks aligned to your sales process
Fit, urgency, value, and risk scoring
Routing by service, location, territory, and priority
Manual review queues for edge cases
Structured sales handoff with captured answers
Disqualification and nurture paths with clear rules
CRM field design and status mapping
Reporting on qualification rate and routing accuracy

What we assess on every enquiry

Qualification is more than a postcode check. We design a framework that reflects how your business actually decides whether an enquiry is worth pursuing.

Customer fit and service fit
Location, territory, and coverage rules
Urgency and required timescale
Budget indicators and commercial potential
Decision-making authority where relevant
Specific requirements, constraints, and scope signals
Previous interactions and existing customer status
Engagement level across forms, email, SMS, or calls
Complexity, risk, and compliance considerations
Potential value and strategic importance

Scoring that supports judgement

Scores summarise signals; they do not replace sales experience. We configure thresholds that prioritise queues, trigger alerts, and suggest next actions rather than auto-closing opportunities.

Edge cases route to manual review. When data is incomplete or the enquiry is unusual, the system assigns an owner for human assessment instead of making a brittle automated decision.

Disqualification, review, and next actions

Some enquiries are genuinely out of scope. Others look poor at first glance but deserve a quick review. We define clear disqualification rules, polite decline messaging where appropriate, and manual review paths for ambiguous cases.

Documented disqualification criteria agreed with your team
Manual review queues for uncertain or high-value cases
Recommended next action: call, nurture, book, route, or decline
Sales handoff packs with captured answers and context
Audit trail in CRM for accountability and reporting

Routing and sales handoff

Qualification only works if the right person receives the enquiry with usable context. We connect scoring outputs to routing rules, alerts, and CRM statuses so ownership is clear from the first touchpoint.

Typical delivery approach

A clear path from review to ongoing improvement.

Step 1
Discovery
Workshops with sales and operations. Sample enquiry review. Map existing forms and call scripts
Step 2
Design
Fit, urgency, value, and risk signals. Review and disqualification logic. Routing and handoff design
Step 3
Build
Forms, SMS, email, and voice capture. CRM fields and automations. Alerts and review queues
Step 4
Adopt
Sales briefing on new context. Monitor edge cases. Adjust thresholds from live data

Suitable for

Businesses with mixed enquiry quality
Multi-service or multi-location companies
Teams with several salespeople or territories
Organisations losing time on poor-fit conversations
Companies preparing to scale inbound volume

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