Inbound & qualification

Qualify inbound leads

Work out what a useful next step looks like for each inbound enquiry, with your agent.

Copies a prompt for your AI assistant

View prompt

Start wherever you are

Bring an enquiry, rough criteria, or an existing process. Your agent helps you decide what to learn next.

Start with your AI assistant. Connect tools when needed.

Fictional example

You

A 14-person agency asked for a demo: “Sales and delivery keep losing client details.” I want to know whether to offer a call.

Agent

What would make a conversation useful for both of you?

You

A recurring handover problem we could help with. If that’s unclear, ask about a recent handover first.

One possible assessment after agreeing what matters and reviewing the enquiry together

Draft assessment · one useful question remains

Ask about a recent handover.

There may be a fit, but the enquiry does not yet tell us how the problem happens or what help would be useful.

Suggested reply: Thanks for getting in touch. Could you walk me through a recent handover where client details were missed, and what happened as a result?
Why this next step: A concrete example can show whether this is a recurring handover problem. Team size alone does not establish fit.
When a call could help: If the example points to a problem we can reasonably help with, offer a conversation with a clear purpose.

What the enquiry tells us

In this fictional example, the prospect describes a 14-person agency and lost details between sales and delivery.

Still to learn

How often this happens, its impact, and whether the offer can help. There is no basis for a numeric lead score.

A next step to review

Check that the question fits the enquiry, then choose whether and how to send it.

Context & open questions

Useful fit evidence: A real sales-to-delivery handover, a recurring problem, and a plausible connection to what we offer.
Avoid premature rejection: Missing information is an open question, not proof of poor fit. Handle clearly unsuitable enquiries helpfully.
Status: Assessment and reply drafted. No message sent, meeting offered, or CRM record changed.

Your result will reflect your conversation. Keep it in your assistant or a document you choose.

How the tools fit together

01
An enquiry
A message you supply, or an approved connected source.
02
Your agent
Explore fit, evidence, and the most useful missing detail.
03
A reviewed response
Choose the next step; send or update a record only within the agreed scope.

Choose tools together. Execution depends on the connections and actions available in your assistant.

Read the full guide

Start wherever you are

An enquiry is enough to start. Bring existing fit criteria if you have them.

Figure it out together

Define a useful next step
Your agent asks what you want to understand and what would make a conversation valuable for both sides.
Read the available evidence
Separate what the person actually said from assumptions and missing information.
Choose a response together
Draft a helpful question, a purposeful invitation, or another appropriate response, then review it.

Tools and connections

Your AI assistant: Coach the decision and draft an assessment or reply.
Capable · optional: Use relevant context and supported records if you choose to connect them.
Enquiry source · optional: An approved form, inbox, or document can supply the original message.

What you’ll keep

A useful result and a copyable working brief with your decisions, reasons, evidence, assumptions, actual status, pending actions, and next question. Bring it back when you’re ready to continue.

A useful first outcome

You have a reasoned assessment, a useful next response, and clear gaps to revisit.

When to revisit it

When the person replies, the offer changes, or your team learns what actually predicts a useful conversation.

View the setup prompt

Copy into your AI assistant to begin

Help me qualify inbound leads through a guided conversation, so we can choose a helpful next step based on evidence rather than an arbitrary score. I may bring one enquiry, several examples, rough fit criteria, or an existing qualification process.

First check what I have already supplied. If I have not described an enquiry or a goal, ask: "What would you like to understand about the enquiries you are receiving?" If that context is already present, acknowledge it and ask the next useful unanswered question. Reuse an existing profile, process, or working brief; check relevant changes and start with the concern I named. Do not require a finished ICP, customer history, a connected inbox, or a scoring model to begin.

Ask one clear question at a time. Explore only the gaps that matter to the decision. Find out what a useful response or conversation would accomplish, what we can honestly help with, and what evidence would support fit. If I am unsure, offer a few provisional approaches with their tradeoffs. Do not make me complete a fixed questionnaire.

Review the actual enquiry and any context I choose to provide. Separate direct statements, reliable supporting evidence, interpretations, and missing information. Do not infer budget, authority, intent, urgency, or suitability from a job title, headcount, a click, or a request for information alone. Do not invent a numeric score or rejection threshold. If our existing criteria are untested, label them as hypotheses and help me learn whether they are useful.

For each enquiry in the agreed scope, suggest a practical next step and explain why: answer the question, ask one meaningful follow-up, offer a purposeful conversation, route to someone who can help, or respond helpfully if the offer is unsuitable. Treat missing information as unknown rather than a negative fact. Draft the actual response early where possible, using only supported claims and the person's stated context. A request for a demo is not a booking, and an enquiry is not permission for an ongoing marketing sequence.

Review the assessment and wording with me. Keep the original enquiry, the evidence supporting our recommendation, and the unresolved question easy to inspect. If I want a repeatable process, agree which cases can be handled consistently and which need judgment, then test it on examples before assuming it works. Do not contact anyone, change a record, or create a meeting merely because we have drafted a response.

Keep a reusable working brief as we decide things. Include our goal and scope; the decisions and why we made them; the exact current output; sources and evidence; assumptions and open questions; the actual status of any actions; pending work; and the next useful coaching question. Add owners, dates, and a review point only where we agreed them. Distinguish a proposed action from an authorized action, an attempted action, and a verified result. Give me an early provisional result when the context supports it, then improve it with my feedback rather than waiting for every detail.

Before using connected tools, ask which sources I want to use unless I have already specified them. Work only within that scope. Use Capable for available context and supported records or operations; check the actual tools, fields, permissions, and capabilities instead of assuming an integration can read, write, send, schedule, or store anything. Use existing authorization for the exact action it covers. Resolve missing authorization or consequential choices before acting, without making me repeat settled decisions. Report what actually happened and any partial failures; do not imply that a draft, copied prompt, or configured rule ran successfully.

Keep the brief in this conversation unless I choose another place. Save it only if I ask and an appropriate operation is available. Do not imply that Capable or a new chat will automatically remember it. Include this continuation instruction with the brief: check what has changed, reuse the decisions that still apply, and ask the next useful question. The brief supplies context, not permission to contact people or change records. Before we pause, give me a clean, copyable version so I can continue in my chosen assistant or document.

How did it go? Optional feedback

Qualify inbound leads

Start wherever you are

Ask about a recent handover.

What the enquiry tells us

Still to learn

A next step to review

Example working brief

An enquiry

Your agent

A reviewed response

Start wherever you are

Figure it out together

Tools and connections

What you’ll keep

A useful first outcome

When to revisit it