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AI Assistant

Chat with AI, manage knowledge bases, SOPs, and prompt templates.

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Lead Qualification Help

gpt-4o | Temp: 0.7

437 tokens used
You are a helpful sales assistant that qualifies leads.
09:00 AM
I have a new lead from our website form. Company: TechCorp Inc, Contact: Sarah Chen, Role: VP of Engineering. They requested a demo of our enterprise plan. How should I qualify this lead?
09:01 AM
1 source
Great lead! Here's my qualification analysis: **BANT Assessment:** - **Budget:** VP-level contact requesting enterprise plan suggests adequate budget authority - **Authority:** VP of Engineering is a strong decision-maker for tech purchases - **Need:** Demo request indicates active evaluation stage - **Timeline:** Proactive outreach suggests near-term need **Recommended Next Steps:** 1. Research TechCorp Inc - company size, tech stack, recent funding 2. Prepare a tailored demo focusing on engineering team use cases 3. Schedule a discovery call within 24-48 hours 4. Ask about their current solution and pain points **Lead Score: 85/100** - High priority, route to senior AE immediately.
09:01 AMgpt-4o
What discovery questions should I ask during the call?
09:03 AM
2 sources
Here are targeted discovery questions for Sarah Chen: **Current Situation:** 1. What tools is your engineering team currently using for this? 2. How many engineers would be using the platform? 3. What's your current workflow for [relevant process]? **Pain Points:** 4. What's the biggest challenge you're facing with your current solution? 5. How much time does your team spend on [pain point]? **Decision Process:** 6. Who else would be involved in evaluating this solution? 7. What does your evaluation timeline look like? 8. Have you looked at other solutions? **Budget & Success:** 9. Do you have a budget allocated for this? 10. What would success look like 6 months after implementation? Start with questions 1-3 to build rapport, then move to pain points. Save budget questions for later in the conversation.
09:03 AMgpt-4o
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