Service 02 · Qualification and booking

Lead qualification and automatic meeting booking

The agent replies in seconds, qualifies against your criteria and books the meeting in the right rep's calendar, with the notes already in the CRM.

What's included

01

Custom criteria

BANT, MEDDIC or your team's own criteria.

02

Instant response

To inbound leads and to replies from outbound campaigns.

03

Routing

By territory, account size, product or language.

04

Calendar booking

Google Calendar or Outlook, with a video call link.

05

Reminders

Confirmations, reminders and automatic rescheduling.

06

CRM notes

Conversation summary and score on every record.

How it works

  1. Criteria

    We define what a qualified lead means for your team.

  2. Integration

    We connect calendars, CRM and forms.

  3. Training

    We load objections, pricing and use cases.

  4. Measurement

    We track attendance, conversion and meeting quality.

The system, inside

Real workflow · n8n
Follow-up workflow in n8n: daily follow-ups, inbox reading, matching the lead who replied, stopping the sequence and moving the opportunity to Meeting in the CRM.
Automatic follow-up: scheduled follow-ups to whoever hasn't replied and, as soon as someone answers, the sequence stops and the opportunity moves to Meeting in the CRM.

Reference results

Indicative values · example
response time
<1 min
no-show meetings
−40%
availability
24/7

Frequently asked questions

What if the lead doesn't meet the criteria?

It is nurtured with relevant content or discarded, with the reason logged in the CRM.

Can it handle inbound calls?

Yes. The same agent handles inbound calls, website chat and email replies.

Which languages does it work in?

More than 30, switching automatically to match the other person.

Other services

Let's talk about your pipeline

30 minutes with an advisor to review your sales process and see which parts we can automate. No commitment.

Book a call