AI Sales Bot for Lead Qualification in SaaS
A SaaS company was wasting manager time on unqualified leads. We deployed an AI bot that qualifies leads by 7 criteria, books demos, and passes hot leads to CRM with full context.
Managers talked to everyone, including people who would never buy. Hot leads waited their turn, and some were simply lost between chat and CRM.
- 01
Qualification model
We formalized 7 qualification criteria together with the sales team.
- 02
Dialogue & demo booking
The bot runs the conversation, qualifies, and offers a demo slot on the spot.
- 03
CRM handoff
Hot leads flow into CRM with full conversation context.
Intercom is the chat entry point, GPT-4o runs the 7-criteria qualification dialogue, Calendly books the demo, and HubSpot receives the hot lead with transcript and score. Managers only talk to on-target prospects.
Qualification + demo booking within 2 weeks.
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