Sales · Qualification
AI Lead Qualification Using Your Own Criteria
Your team does not need more leads in a spreadsheet. It needs to know which three conversations are worth a call today, and why.
Reviewed: 2026-08-20
The problem this solves
Inbound messages arrive as one or two lines. Someone has to ask five follow-up questions before anyone can judge whether the opportunity is real — and that person is usually busy with a customer already in the room.
- Qualification quality depends on who happens to be on shift.
- Large opportunities sit in the same queue as price-checkers.
- The information your team needs arrives in fragments across three channels.
Early: demand has arrived but no one has established whether it fits what you sell.
How REVENZA handles it
- 1
Receive and acknowledge
A substantive first reply goes out immediately on the channel the customer used.
- 2
Discover the need
Approved questions only, asked in the order that respects the customer’s time.
- 3
Score against your criteria
Fit is judged against the criteria you wrote — not a hidden model score.
- 4
Build the opportunity card
Need, volume, locations, timeline, decision role, budget signal and channel history in one structure.
- 5
Route the next step
To Sales, to a human owner, to a scheduled follow-up, or to a clear no-fit response.
What the conversation looks like
A fictional example, written to show the mechanics.
Hi, do you handle corporate wellness programmes?
We do. So I can point you at the right option — roughly how many staff, and is this for one site or several?
Around 120 staff, three offices. We want to start next quarter.
Qualified: 120 staff, 3 sites, Q-next start, contact is the decision owner.
Opportunity card complete · matches multi-site criteria · routing to Sales
What your business has to provide
- Written qualification criteria (what makes an opportunity worth pursuing)
- The fields your team needs before a call is useful
- A clear no-fit response you are happy to send
- The owner each qualified opportunity should reach
Permissions
AI may act
- Ask approved qualification questions
- Record answers into the opportunity structure
- Route to the approved next owner
- Send an approved no-fit reply
Human approval required
- Pursuing an opportunity that fails your criteria
- Asking for sensitive commercial or personal information
Never permitted
- Assigning a qualification result the answers do not support
- Promising a capability you do not offer to keep a lead engaged
What to measure
- Qualification completeness
- Share of opportunities where every required field was captured.
- Time to qualified
- Minutes from first message to a complete opportunity card.
- No-fit clarity
- Share of no-fit conversations closed with a clear, honest answer.
Best fit
- You can describe in one paragraph what a good opportunity looks like.
- Inquiries arrive with too little information to act on.
- Someone is accountable for following up qualified opportunities.
Poor fit
- Qualification depends entirely on tacit judgement nobody can articulate.
- Inbound volume is very low, so a person can already handle every case well.
View standard pricing or start with a clearly scoped Pilot.
Practical questions
- Does it score leads?
- It applies your written criteria and shows which ones were met. There is no hidden score, because a number you cannot explain is not useful to a sales team.
Related
AI Negotiation Within Approved Limits
The discount question is where most AI sales tools either refuse to help or quietly make something up. REVENZA does neither: it retrieves the approved price, checks the authority you delegated, counters inside the ceiling, and escalates the exception with the full conversation attached.
AI Quotation and Pricing Assistant
A quotation that arrives two days late is a quotation for a decision already made. This is about getting an accurate number out while the customer is still reading.
Build the AI workforce behind your next closed deal.
View standard pricing or start with a clearly scoped Pilot.