STACK Consultants

Leads

Lead qualification

Sort new enquiries by fit and urgency so the team spends time on work worth quoting.

Most popularStackFlowTM
Book a stack review

How this engagement runs

Sales sees a short, qualified list instead of reading every message from scratch.

  1. 01

    Agree what ‘qualified’ means

    We write the few questions that decide whether an enquiry should be quoted, nurtured or closed.

  2. 02

    Design the handoff

    We decide what the system can classify and what still needs a person.

  3. 03

    Build the qualifier

    Incoming enquiries are read, tagged and routed with the context your team needs.

  4. 04

    Review the edge cases

    We check false positives and tune the rules against real enquiries.

What we do

  • Qualification criteria
  • Routing into the right owner
  • Context passed with the lead
  • A review of misfired qualifications

This sits with StackFlow. The review is where we confirm it is the right first step.

Related services

All services