Lead Qualification Process

Intelligent qualification that maximizes data capture while keeping conversations natural.

The Qualification Funnel

Greeting → Permission → Pitch → Email Capture → Accreditation → Sector Experience → Liquidity Check → Occupation → State → Schedule → Close

Qualification Philosophy

The goal is QUALIFICATION, not filtration. The system gathers as much information as possible from every conversation. A prospect who says "not right now" is a "Later" lead — not a lost lead. The agent only exits on genuine refusal after asking about future interest.

Lead Scoring & Classification

Good Leads

Qualified, interested, ready for immediate follow-up.

Action: Follow up personally ASAP

Good For Later

Interested but not ready now. Gave a longer timeframe.

Action: Nurture. Auto-scheduled for recall.

Not Interested

Reached and explicitly declined.

Action: Set aside. Not called again.

Bad Leads

Wrong number, disconnected, DNC request, no funds.

Action: Permanently removed.

Non Accredited

Confirmed not accredited (accredited-only campaigns).

Action: Removed from queue.

Data Captured on Every Call

Full name, phone, address, city, state, zip

Confirmed email address

Accredited investor status

Interest level (Now, Later, Not Interested)

Investment readiness and liquidity

Sector experience

Occupation

Scheduled callback date/time

AI-generated conversation summary

Full call recording link

Call duration

Quality score and classification

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