01 Sales & outreach
Lead qualification and sales handoff
A promising enquiry sits in the ERP while your sales team works through the queue.
- 01
Business trigger
An enquiry arrives
A form, ad, or import creates a lead in your ERP.
- Need
- A system for 12 sales reps
- Timing
- This quarter
- 02
AI does the work
AI starts the conversation
Outreach uses the lead record, then captures intent and requirements.
- Channel
- Call or chat
- Capture
- Need · budget · timeline
- 03
Rules & judgment
Check the fit
Qualification rules decide the next step. The agent does not invent a deal.
- Qualified
- Book a meeting
- Not ready
- Nurture sequence
- 04
Business result
A prepared handoff
The sales rep receives the meeting and context for a useful conversation.
- Calendar
- Meeting booked
- ERP
- Notes attached