01Define what a qualified lead means to you
Create an ideal customer profile from the characteristics that matter to your business, including industry, company size, location, use case, budget, and buying signals.
- ✓ Required criteria
- ✓ Positive and negative signals
- ✓ Custom qualification thresholds
02Research before scoring
Qualification is grounded in available CRM data and research. The result includes the supporting observations, missing information, and confidence—not only a number.
- ✓ Source-backed findings
- ✓ Missing-data visibility
- ✓ Explainable prioritization
03Route each outcome correctly
High-fit leads can be sent for immediate review, uncertain leads can request more information, and low-fit leads can be recorded without consuming a salesperson’s attention.
- ✓ Priority queues
- ✓ Human review
- ✓ CRM status updates