🎯 Sales Tool — Internal
Live Lead Qualifier
Score inbound leads in real time during discovery. Gets you to HOT / WARM / COLD in under 2 minutes.
📋 Call Info — fill before the call starts
📌 Industry Fit — highest impact dimension (20 pts)
What type of business are they in?
👥 Team Size — operational scale (20 pts)
How many employees / people on the team?
💰 Budget Signal — can they afford Starter+ (20 pts)
What's their monthly budget comfort, or what are they currently paying for automation/staff?
⚡ Urgency Signal — how hot is the pain right now (20 pts)
Which best describes their situation?
🎯 Pain Mapping — maps to agent recommendation (no direct score)
What's the one task they hate most right now? (select all that apply)
🛠️ Deployment Track — Inject / Augment / Revamp
What tools are they using? (determines track)
Track affects setup fee, not score. Inject = $0 setup, Augment = $500 setup, Revamp = $1K setup.
🧰 Tech Comfort — ease of close (10 pts)
How technically comfortable are they?
Low/medium tech buyers are easier closes — they buy the DFY model on trust, not specs.
📝 Discovery Notes — capture verbatim pain quotes
Key quotes from the call (use their exact words — paste into proposal)
⚡ Live Score
0 / 90
— Not Yet Scored
Industry Fit—
Team Size—
Budget Signal—
Urgency—
Tech Comfort—
Recommended Route
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Recommended Agents
Scoring Guide
🔥 80–90 → HOT: Route to calendar now
🌡️ 60–79 → WARM: Nurture sequence
❄️ <60 → COLD: Self-serve $97 track
🔥 80–90 → HOT: Route to calendar now
🌡️ 60–79 → WARM: Nurture sequence
❄️ <60 → COLD: Self-serve $97 track