Consultative qualification for service and B2B sales
Give every interested prospect a useful first sales conversation.
A reusable AI lead qualifier that discovers the prospect's need, current process, scale, timeline, and preferred next step, then routes standard or complex opportunities without inventing commercial promises.
24/7
sales-inquiry coverage
1
consistent discovery flow
Clear
self-service or human next step
Recorded demo
Prospect evaluating a service
Recorded call demo
Qualification action
Business need, current gap, scale, timing, decision context, consent, and recommended next step captured.
Lead qualification workflow
Discover enough to help without turning the conversation into an interrogation.
The business defines its approved offer, qualification rules, commercial guidance, and routing. The agent asks only the questions relevant to fit and saves a concise sales handoff.
Starts with the prospect's goal
Understands the desired outcome and why the current approach is not working before asking qualification questions.
Checks practical fit
Captures relevant scale, locations, timeline, constraints, budget guidance, and decision context without forcing every field.
Answers from approved knowledge
Uses configured services and commercial facts, while unknown prices, promises, policies, and exceptions remain unknown.
Routes the next step
Saves a self-service outcome or creates a permission-based human follow-up with a complete discovery summary.
Sales-team handoff
Let the human continue the conversation instead of repeating it.
The saved handoff includes the need, current process, scale, timeline, decision role, unresolved questions, consent, and agreed next step.
Save qualification
Stores the prospect's discovery answers, fit indicators, and recommended route in the configured lead record.
Create sales follow-up
Creates a review or callback only after permission or when a human is explicitly requested.
Notify lead owner
Alerts the configured owner about qualified, urgent, high-value, or exception-based opportunities.
Optional next-step SMS
Can send an approved link only after the required disclosure and explicit SMS consent.
How it provisions
Teach the agent what a good opportunity looks like for this business.
Customize the offer, qualification rules, commercial facts, follow-up owner, and standard next step. The same template works across service businesses and B2B teams.
Create a workspace
Choose the sales or service-business workspace that will own the leads.
Apply the AI lead qualifier blueprint
The blueprint creates consultative prompts, qualification fields, handoff actions, and outcomes.
Add the approved offer and commercial guidance
Add only approved services, fit criteria, pricing guidance, policies, claims, and next-step links.
Define self-service and human-routing rules
Specify which prospects can continue independently and which require a salesperson, owner, or specialist.
Test qualified, unqualified, complex, and no-consent conversations
Verify that the agent never invents a price or promise and respects declined follow-up permission.
Blueprint
AI lead qualifier agent with vertical prompts, fields, and actions.
Routing
Attach the agent to a public number, after-hours line, campaign, or dedicated workflow.
Controls
Keep the vertical focused while still using AgentCrafty's workspace settings.
AgentCrafty AI Lead Qualifier
A reusable AI lead qualification solution powered by AgentCrafty.