DigitGPT.cloud
SALES · FUNCTION 05 OF 10

Lead qualification

Prepare a useful sales summary from the visitor’s stated needs, without filling unanswered fields with guesses.

Illustrative workflow · Integration required

15-second silent walkthrough · Prerecorded Chloe avatar · Sample data

FOLLOW THE EXAMPLE

Three moments in the conversation.

01

Discover the goal

What would you like to improve?. Sample need: welcome website visitors. Ask one question at a time.

02

Clarify the fit

Team size / Timing / Needs. Use the company qualification rules. Do not invent missing answers.

03

Review the lead summary

Ready for sales review. Let the visitor check the information. CRM submission needs a connected service.

TO MAKE THIS WORKFLOW REAL

Connect the source of truth.

Company qualification rules and an authorized CRM or lead intake endpoint.

The backend must check authorization and inputs, then return the actual result. The player should show a pending, failed or confirmed state that matches that result.

This presentation does not submit a booking, access a customer record, send a message or take a payment.

Read the integration boundaries →

Explore related functions.

Appointments ↗Offers & promotions ↗Personalized recommendations ↗