What this service covers
Qualification should reflect the customers you can actually help. We define business fit, required information, and review rules with your team, then build a consistent process for capturing and assessing an enquiry.
Relevant questions
Design forms or conversations that capture requirements, business context, and practical project constraints.
Qualification rules
Apply transparent criteria for fit and priority, with a review route when information is incomplete.
Sales handoff
Create structured CRM records and assign the next action without repeatedly copying enquiry details.
When it is a good fit
Useful when enquiries reach several inboxes, sales teams spend time collecting basic information, or good opportunities lack an assigned next step.
How we deliver
We document your qualification criteria, map the enquiry fields to your CRM, test routing against sample leads, and review the process with the people who follow up.
Frequently asked question
Can we change the qualification criteria?
The criteria can be configured around your sales process and revised as your services, priorities, or customer profile change.