Lead Qualification
Automatically qualify inbound leads with Fonify AI — assess fit, collect requirements, and route hot prospects to your sales team.
The Problem: Sales Teams Wasting Time on Unqualified Leads
Sales representatives spend up to 60% of their time talking to leads that will never convert. Manually calling every inquiry, running a needs assessment, and qualifying each one is expensive. Your top closers should be spending their time on real opportunities, not screening.
Fonify can call 100% of inbound leads within 5 minutes of submission. Speed-to-lead is proven to increase conversion rates by up to 400% (Harvard Business Review).
Recommended Assistant Configuration
What We Set Up for You During Onboarding
| Parameter | Our recommendation for this sector |
|---|---|
| Personality | Professional, curious, confidence-building |
| Conversation Style | Question-driven, listening, guiding |
These settings shape what the employee says and are defined during setup. If they need to change, contact support.
What You Can Adjust Yourself
| Setting | Where | Our recommendation for this sector |
|---|---|---|
| Voice tone | Voice & Speech > Voice Character | Energetic but not pushy, medium-fast pace |
| Language | Identity > Profile | English |
| Documents | Identity > Documents | Product/service features, pricing tiers, FAQ |
Tip
Position the qualification assistant as a "discovery call" representative. Its goal is not to sell — it's to determine whether the lead is a fit and route qualified prospects to your sales team for a proper demo.
Sample Conversation Scenario
"Hi, this is [Company Name] calling. You recently submitted an inquiry on our website. Do you have a few minutes? I'd like to ask a couple of questions to better understand your needs."
"What challenge are you trying to solve? What tools or processes are you using today? How large is your team?"
"Do you have a budget range in mind for this solution? Are you looking to get started right away, or is this more of a next-quarter initiative?"
For qualified leads: "Great — I'd love to connect you with one of our specialists for a personalized demo. What days work best for you?" For unqualified leads, a polite close with educational resources.
Campaign Setup Tips
Instant Lead Response
Trigger an automated call within 5 minutes of a web form or ad submission. Use webhook triggers for real-time activation.
Cold Lead Reactivation
Re-engage leads that haven't converted in 30+ days. Open with a new feature or promotional offer.
- Call Hours: 09:00-19:00 (for B2B, prefer 09:00-17:00)
- Variable Mapping:
lead_name,company,inquiry_topic,source(ad, organic, referral) - Retry Logic: If unanswered, retry after 1 hour, then 24 hours, maximum 3 attempts
Information Captured From the Conversation
The employee captures the information below during the conversation. You can see it in the call detail under Contacts > Conversations, in the matching contact record under Customers > Directory, and in campaign analytics.
| Information | Description |
|---|---|
lead_score | Hot / Warm / Cold |
needs_summary | Core need and problem statement |
current_solution | Tools or methods currently used |
budget_range | Stated budget information |
decision_timeline | Immediate / 1-3 Months / 3+ Months / Unknown |
is_decision_maker | Contact is the decision maker |
demo_requested | Wants a demo meeting |
demo_date | Scheduled demo date |
disqualify_reason | Reason if not a fit |
Note
Which information is captured is configured for you during setup and cannot be changed from the panel. If you need a new field, contact support.
Expected Results & KPIs
Speed to Lead
Under 5 minutes first contact (industry average: 47 hours)
Qualification Rate
100% of inbound leads qualified
Sales Efficiency
40% more rep time spent on real opportunities