Lead Qualification Assistant for Small Teams

Not every enquiry deserves the same follow-up. This free tool helps you assess inbound leads using structured questions, so you can decide who to prioritise — and why — before spending time or money in a CRM.

Demo only — nothing is stored and it's not connected to your CRM or inbox.

What you'll get from this

•Identify intent (quote request, booking, support, general)
•Estimate urgency (low/medium/high) with reasoning
•Suggested questions to qualify the lead
•A polite draft reply (you stay in control)
•Internal notes to help your team respond consistently

Example: "Hi, can you quote to replace 6 windows in Thurles? What's the timeline?"

What this tool helps you do

This assistant helps you review inbound leads more consistently by guiding you through practical qualification questions such as fit, urgency, and next steps.

It's useful when:

  • • Leads arrive by email, form, or referral
  • • Different people handle follow-up
  • • Decisions feel subjective or rushed

What this tool is (and isn't)

This tool is:

  • •A structured way to think through lead quality
  • •A prompt-based assistant you can use alongside email or forms
  • •A starting point before CRM, automation, or scoring systems

This tool is not:

  • •A CRM
  • •An automatic scoring or decision system
  • •A replacement for human judgement

This protects trust and improves conversion.

Old way

  • •Reply depends on who sees the message
  • •Important details aren't collected early
  • •Leads get missed when busy

With this assistant

  • •Consistent triage and next questions
  • •Faster first response (you review before sending)
  • •Clear internal notes for handoff

Want to handle the reply and follow-up?

These demos help draft replies and build the full workflow.

Customer Support Workflow

A guided walkthrough showing how customer support enquiries could be handled end-to-end.

FAQ Generator

Generate consistent FAQ answers and reusable responses (with placeholders).