Qualify a lead before you spend a full call on it
Not every inbound lead deserves the same 30 minutes.
- Use it for
- Salespeople triaging inbound leads before booking calls.
Treating every inbound lead as equally worth a full discovery call wastes time on leads that were never going to convert and under-serves the genuinely promising ones by not prioritizing them. Real qualification checks a handful of specific signals — budget realism, actual authority to decide, a real timeline — before committing calendar time, rather than qualifying reactively during the call itself.
When not to use this
For a high-touch, low-volume sales motion where every lead genuinely gets full attention regardless, this triage step isn't necessary. This is for volume inbound where time is the scarce resource.
Did this work?
You can sort leads into a clear tier with a specific reason, instead of treating every inbound signup as equally worth a full call.
Tested on claude-opus-5. Evidence status is draft; it moves to battle-tested only on recorded runs, never by hand.