AI Lead Qualification Playbook

Overview

This playbook helps you automate lead intake, scoring, and routing using AI-assisted workflows so your team focuses on the highest-value conversations.

Key steps

1. Define qualification criteria — Decide what makes a lead a good fit (firmographic, behavior, intent).
2. Set up intake and triage — Use AI to parse forms, emails, or chat and tag/score leads.
3. Route by score and segment — Send hot leads to sales quickly; nurture others automatically.
4. Review and tune — Periodically check accuracy and adjust prompts or rules.

Outcomes

• Faster response to best-fit leads
• Consistent scoring and routing
• Less manual triage so reps can sell

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