Sales Lead Qualification Agent

The Challenge

A B2B software company was generating hundreds of inbound leads monthly, but their sales team was overwhelmed. Sales reps spent hours on initial qualification calls, only to find many leads weren't a good fit.

The problems were clear:

• Low conversion rates - Only 15% of leads became qualified opportunities
• Slow response times - Leads waited 24-48 hours for initial contact
• Inconsistent qualification - Different reps asked different questions
• Missed opportunities - Hot leads went cold while waiting for follow-up

Our Solution

We built an AI sales agent that engages leads immediately, qualifies them against BANT criteria (Budget, Authority, Need, Timeline), and schedules demos directly with the right sales rep.

How It Works

1. Instant Engagement - New leads receive a response within seconds
2. Intelligent Discovery - The agent asks qualifying questions in a natural, conversational way
3. Requirement Gathering - Captures specific use cases, pain points, and integration needs
4. Smart Scheduling - Books demos with the appropriate rep based on territory and expertise
5. CRM Integration - All data syncs to Salesforce automatically

The Qualification Flow

Lead submits form
    ↓
AI agent introduces itself
    ↓
Discovery conversation (5-10 min)
    ↓
Qualification scoring
    ↓
If qualified: Schedule demo → Assign to rep
If not qualified: Nurture track → Marketing

Results

The transformation was dramatic:

• 3x qualified leads - More opportunities in the pipeline
• 60% shorter sales cycle - Better qualification upfront
• 200+ demos/month - All scheduled automatically
• 95% show rate - Leads are better prepared and more engaged

"Our sales team now focuses entirely on closing deals. The AI agent does all the initial qualification work, and the leads that reach us are actually ready to buy."

— VP of Sales

Key Learnings

1. Speed matters - Responding in seconds vs. hours dramatically improves conversion
2. Consistency wins - Every lead gets the same thorough qualification
3. Data quality improves - Structured data capture reduces manual entry errors