AI Lead Qualification and Follow-Up Workflow
I use this workflow to handle new business enquiries by connecting AI to the actual business process instead of using AI as a standalone chatbot. The process moves each lead from AI qualification to a CRM update, sales notification, and follow-up. AI extracts the service required, budget, location, and urgency, then routes the lead based on the result: - High intent: Notify sales immediately - Medium intent: Start an automated follow-up - Low intent: Add the lead to a nurture sequence Step-by-step: 1. Capture the new business enquiry. 2. Use AI to extract the service required, budget, location, and urgency. 3. Update the CRM with the qualification details. 4. Route the lead according to its intent level. 5. Notify sales immediately for high-intent leads, start automated follow-up for medium-intent leads, and add low-intent leads to a nurture sequence.
0 comments