Lead qualification & follow-up
New leads get answered in under a minute, asked your qualification questions, and booked onto the right calendar. Your team walks into conversations already qualified.
The problem
Speed decides. Contacting a lead within minutes rather than an hour makes qualifying them far more likely, yet the average business takes nearly two days.
Reps spend hours researching and chasing leads that were never going to buy, while qualified ones cool off in the queue.
Every rep qualifies differently, so the pipeline fills with deals that don't match how you define qualified.
How the agent runs it
Respond
Every new lead gets an answer within a minute, any hour, on the channel it arrived through.
Qualify
The agent asks your questions (budget, timeline, fit) and enriches the record from public sources.
Route and book
Qualified leads book straight onto the right calendar. The rest get a polite, honest path that wastes nobody's time.
Log
Everything lands in the CRM: answers, enrichment, full transcript.
Human in the loop
Where your team stays in charge
The agent qualifies and books; people sell. Discovery calls, pricing conversations, and judgment on strategic accounts stay with your team, and a human can take over any conversation live.
Work arrives
invoice · ticket · email
Passcut agent
reads · codes · prepares
Your team approves
one click · always human
Done, filed
in your system
Anything unclear goes straight to a person
What changes
Typical before and after for this workflow. We measure your baseline during the audit and commit to numbers per engagement.
| Before | With the agent | |
|---|---|---|
| First response | Hours to days | Under a minute |
| Qualification | Varies by rep | Same questions, every lead |
| CRM record | Whatever got typed | Answers + enrichment + transcript |
| Rep time | Chasing and researching | Talking to qualified leads |
Connects to what you run
- HubSpot
- Pipedrive
- Salesforce
- Gmail / Outlook
- Slack
- Calendly
Different stack? We integrate through the official API first, exports and email second, browser automation last. The audit tells you where your tools sit before you spend anything.
Common questions on this workflow
Will leads know they're talking to AI?
Yes. Several states require bot disclosure and we default to it everywhere. A human can take over any conversation live.
Does this replace our sales team?
It replaces the waiting and the retyping. Your people spend the recovered time selling.
Related: Invoice processing automation · Receipt & expense data extraction · AP approval workflow automation
See what lead qualification & follow-up would save you
45 minutes. We map the workflow as you run it today, estimate the hours an agent returns, and quote the pilot. No obligation.