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Between the "hi, I wanted to ask about something" and the first useful reply lies what decides the sale. And there is almost never anyone there.
Asking for name, company, job title and budget before replying scares off the ones who were serious. On WhatsApp, you ask by having a conversation.
Without qualification, the one who buys tomorrow and the one who is just browsing get the same attention. And the first one gets tired of waiting.
They asked at 22:40. On Monday, when someone reads it, they have already bought elsewhere. Business hours are yours, not the customer's.
The agent always answers that first message, at any hour, and decides by your criteria who deserves a call.
It does not interrogate: it converses. It asks one question at a time, decides by your criteria and records everything where your team already works.
Every stage change the agent makes is recorded as its own, separate from the ones your team makes. You always know who moved what.
A short list, written the way you would hand it to someone new: what to ask, which answer qualifies and which rules a lead out. No formulas, no scores.
Asks for the company name and what it does.
AlwaysAsks what they need to solve and by when.
AlwaysAsks about the approximate budget only after understanding the need.
AlwaysQualifies the lead if there is a concrete need, a timeframe within 3 months and a set budget.
QualifiesIf it is an individual with no company or someone "just looking", it treats them well and leaves them in follow-up.
Does not qualifyStage, note and labels written by the agent, marked as its own. Your team opens the record and already knows who they are talking to.
Qualifying is there so your team talks to the leads worth it, at the right moment. These rules decide when.
If they ask to talk to a person, it passes them on immediately.
Hands overIf they show clear purchase intent ("I want to sign up", "send me the proposal"), it alerts the salesperson and books a meeting.
Hands overIf the budget exceeds the amount you set, someone on the team handles it from the start.
Hands overIf the conversation goes past 8 messages without being resolved, it does not push: it passes it on.
Hands overIf they do not reply, it follows up at the intervals you define and stops when they answer.
Does it on its ownThey land in the shared inbox with the whole conversation and the record already filled in. Nobody asks the same thing twice.
The handover lands in the shared inbox, assigned to the right salesperson, with everything the agent has already found out.
See the shared inboxAn agent that qualifies badly fills your diary with pointless meetings. These limits come built in.
One question per message, and only the ones you defined. If the lead has already said it, it does not ask again.
It answers with your information. If it does not have it, it says so and books time with someone who does.
Every change in the CRM is recorded as made by the agent, with date and reason.
Anyone who asked not to receive messages gets no follow-up. And outside the 24 h, only with an approved template.
What matters to sales, not how many messages were sent.
How many came in, how many qualified and why the rest were discarded.
How long it takes from the first message to knowing whether it is worth a call.
How many were booked and how many actually took place, by salesperson.
The ones who had stopped replying and came back thanks to the follow-up.
And the most frequent unanswered questions, so you can expand the agent's information.
It is the same product that serves this website. Notice what it asks you, in what order, and at what point it offers you a meeting.
The usual vague opener. See how it steers the conversation without interrogating you.
And notice how it adapts the questions to your case.
Say you want to move forward and watch how it offers you a meeting.
It knows our prices and our product because it is connected to the same information we use with customers. With your criteria loaded, it would qualify your leads the same way.