Tool

Build your qualification script

You pick the questions you want asked, in the order they would be asked, and the script assembles below ready to copy. It does two things: it writes down what each rep currently asks differently, and it gives you the exact text the agent will later run.

Choose the questions you want to include and copy the script.

What they need or what problem they want to solveWho they are and which company they work forTimelineDecision-making powerInterest in a meetingContact email

Qualification script (one question per message)

1. What do you need to solve, or what would you like to improve?
2. Who am I speaking with, and which company do you work for?
3. When do you need it?
4. Are you the one who decides this, or is someone else involved?
5. Would you like us to schedule a meeting with someone from the team?
6. Which email should we send the invitation to? Type it right here to avoid mistakes.

Handoff rule: if the lead meets what you defined, it goes to sales with a summary of the answers. If not, the conversation continues.

This object is the interactive half of an article: How to qualify leads with an AI agent: make the process visible before you deploy it

Build your qualification script

The playbook already exists. We multiply it.