Lead qualification workflows
Find the right qualification flow for your business.
Choose the workflow closest to how your team sells, then adapt it to your criteria and process.
Agencies
Qualify project fit, budget, and timing before booking a call.
Best fit for
Web, design, marketing, and development agencies
Consultants and high-ticket services
Focus discovery calls on buyers ready for a high-value engagement.
Best fit for
Consultants and high-ticket service businesses
SaaS sales teams
Route demo requests by use case, intent, and timing.
Best fit for
B2B SaaS teams qualifying demo requests
Also available for recruiters, coaches, and freelancers.
Questions before you choose a workflow
How do I choose the right workflow?
Choose Agencies for project inquiries, Consultants and high-ticket services for discovery-led engagements, or SaaS sales teams for demo requests. Each is a starting point, not a fixed definition of a qualified lead.
Can I change the questions and qualification criteria?
Yes. Start with the workflow closest to your sales motion, then adapt the questions, rules, qualification criteria, routes, and endings to match your own offer and process.
Does Qualyo decide who is qualified?
No. You define what qualified means for your business. Qualyo applies the rules and criteria you configure, with the fallbacks and next steps you choose.
Can each outcome follow a different route?
Yes. A strong fit can reach a call, an uncertain fit can go to review, and a non-fit inquiry can receive an alternative next step. You decide the routes and destinations.
Do I need AI to qualify inbound leads?
No. Use fixed rules when an answer has a clear consequence, such as budget, geography, or timing. Add AI only when contextual judgment helps evaluate a nuanced answer.
READY TO QUALIFY
Let Qualyo handle the qualification.
Qualify inbound inquiries before they reach your sales team, so you can focus on the opportunities that matter.
Build your qualification flowStart free. No credit card required.