Qualifying
Questions, rules and how a lead is judged worth booking.
- How qualification worksHow ClientTurn decides which question to ask next, never asks for what it already knows, stops once it knows enough, and reaches a Qualified, Not qualified or Needs review result by fixed rulesQualifying
- Setting up qualification questionsWrite your questions, choose an answer type, route each answer to continue, review or not qualified, and publish them so new leads are askedQualifying
- Lead scoring explainedThe seven things a lead score is built from, what grades A to D mean, how to read "Why this score", when a lead is re-scored, and what a score never usesQualifying
- Lead tagsThe tags ClientTurn adds to leads automatically, the rule behind each one, and how they are set and clearedQualifying
- Buying intent explainedHow ClientTurn reads how ready a lead is to buy, from what they asked for and said, how old signals fade, why a later no outweighs an earlier yes, and how to override itQualifying
- The next best actionWhat the Next best action card on a lead tells you, why a question was chosen or skipped, what else was considered, and how to override it or run it againQualifying
- Your qualification policySet what must be known before booking or a sale, what is never asked, what disqualifies a lead and when a person takes over, for the whole workspace or for one offerQualifying
- Correcting what is known about a leadWhat confirmed, inferred, unknown and conflicting mean on a lead, how to confirm, reject or set a detail, how to find strong leads that are not fully qualified, and where every change is recordedQualifying