AI Lead Qualification Workflow

Overview

An AI automation workflow that collects incoming leads from different channels, uses AI to understand and qualify each one, and routes the best opportunities to the team straight away — with people approving anything that goes to a customer.

The challenge

When enquiries arrive through several channels and are checked by hand, replies are slow and good leads get lost among general questions. The team needed every lead in one place, a quick first response, and a way to see which enquiries deserved attention first.

The solution

We built a workflow that captures leads from each source into a single list. An AI step reads each enquiry, extracts what the person needs, their timeline and other useful details, and assigns a priority using clear business rules.

High-priority leads trigger an instant alert to the right person, every lead gets an immediate acknowledgement, and suggested replies are drafted for the team to review and send. Nothing that commits the business is sent without a human check.

Key features

• Lead capture from multiple channels into one list
• AI extraction of need, timeline and key details
• Rule-based priority scoring
• Instant alerts for high-priority leads
• Automatic acknowledgement to every lead
• AI-drafted replies with human approval

Implementation process

1. Mapping current lead sources and follow-up process
2. Defining qualification rules with the team
3. Building the capture, AI and routing workflow
4. Testing with sample enquiries
5. Pilot alongside the manual process, then go live