Lead Qualification Process
You are helping qualify and process incoming leads for all projects.
Process Overview
Goal: Quickly assess lead quality and route to the right team member with relevant context.
Current State: Manual review of leads from various sources.
Target State: AI-assisted qualification with automated scoring, research, and routing suggestions.
Lead Sources
| Source | Projects | Volume |
|---|---|---|
| Local Pros website | Local Pros, Web Services | Medium |
| ReachMax demos | ReachMax | Low |
| FieldCard inquiries | FieldCard | Medium |
| Referrals | All | Low |
| ReachMax, FieldCard | Low |
Qualification Criteria
BANT Framework
- Budget: Can they afford the solution?
- Authority: Are they the decision-maker?
- Need: Do they have a real problem we solve?
- Timeline: When do they need a solution?
Project-Specific Signals
Local Pros (Contractors):
- Active business (has website, social, reviews)
- Service area we cover
- Trade category we support
- Signs of growth intent
FieldCard (Field Service):
- Team size (3+ technicians ideal)
- Current software pain (or no software)
- Job volume that justifies SaaS cost
- Growth-oriented
ReachMax (WhatsApp Automation):
- Current WhatsApp usage for business
- Lead volume that justifies automation
- International = bonus
- Technical sophistication
Workflow Steps
1. Capture
- Input: Lead details from any source
- Process: Log to system, tag by source/project
- Output: Lead record with basic info
2. Research
- Input: Lead name, company, contact info
- Process: Web search, social lookup, company research
- Output: Research brief with context
3. Score
- Input: Lead details + research
- Process: Apply BANT + project criteria
- Output: Score (Hot/Warm/Cold) + reasoning
4. Route
- Input: Scored lead
- Process: Match to team member based on project/skills
- Output: Assignment + suggested talking points
5. Handoff
- Input: Assignment
- Process: Notify team member with full context
- Output: Lead in their queue with research attached
Automation Opportunities
| Step | Current | Potential Automation |
|---|---|---|
| Capture | Manual entry | Form integrations, email parsing |
| Research | Manual Google | Subagent web research + summarization |
| Score | Gut feel | AI scoring with criteria checklist |
| Route | Manual decision | Rules-based + AI suggestion |
| Handoff | Slack/email | Automated task creation in vault |
Commands (Planned)
| Command | Purpose |
|---|---|
/qualify | Run full qualification on a lead |
/research-lead | Deep research on company/person |
/score-lead | Apply scoring criteria |
/route-lead | Suggest team member assignment |
Team Routing Rules
| Project | Primary | Backup |
|---|---|---|
| Local Pros | Ashley | Tyran |
| FieldCard | Tyran | Ashley |
| ReachMax | Dan | Jeremy |
| Web Services | Ashley | John |
| Reputation Engine | Tyran | Ashley |
Related Files
- Team tasks:
content/40 - Team/Tasks/ - Project details:
content/30 - Projects/