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Chat Assistant6 min read · July 24, 2026

Lead Qualification & Scoring with an AI Chat Assistant

How to design a 4-question qualifying flow that scores leads and routes only hot ones to your closer.

Lead Qualification & Scoring with an AI Chat Assistant

The 4 questions that matter

  1. What outcome do you want?
  2. Timeline?
  3. Budget range?
  4. Who else is involved in the decision?

Score each answer, and only book calls with 3-of-4 or better. Your closer's calendar suddenly has a 2–3× higher show-up rate.

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