WhatsApp Lead Qualification Playbook (Inbound)

Outcome

Businesses using this playbook with Clarivo typically achieve:

• Structured lead data — name, budget, timeline, service need captured automatically
• Faster agent productivity — reps spend time selling, not typing questions
• Higher close rates — qualified leads convert better than cold inquiries
• Consistent process — every lead gets same qualification flow

Note: Customize questions to your specific business and sales process.

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What Clarivo Actually Does (Truth Block)

Lead Qualification in Clarivo:

• ✅ Detects intent automatically — when customer expresses buying interest
• ✅ Asks qualifying questions — configured sequence based on your criteria
• ✅ Captures responses — stores answers as structured lead data
• ✅ Scores urgency — AI determines timeline and priority
• ✅ Flags hot leads — escalates based on your rules
• ✅ Creates lead record — all data in dashboard, exportable
• ❌ Does not close deals — captures lead, you sell
• ❌ Does not book appointments — captures preferences, you schedule

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The 5-Question Qualification Framework

Question 1: What are you looking for?

Purpose: Identify service/product need

Examples:

• "Are you looking to buy or rent?"
• "Which service interests you — A, B, or C?"
• "What type of [product] do you need?"

Data captured: Service type, product category

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Question 2: What's your budget?

Purpose: Determine if prospect fits your pricing

Examples:

• "What's your budget range for this?"
• "Our services start at [X]. Is this within your range?"
• "Are you looking for basic, standard, or premium?"

Data captured: Budget range, price sensitivity

AI logic:

• If budget matches → continue qualification
• If budget low → offer alternatives or disqualify politely
• If budget unclear → ask follow-up

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Question 3: When do you need this?

Purpose: Assess urgency and timeline

Examples:

• "When are you hoping to move/start/complete this?"
• "Is this urgent (within 2 weeks) or planned (next few months)?"
• "What's your ideal timeline?"

Data captured: Timeline, urgency level

AI logic:

• Within 2 weeks → High urgency, priority escalation
• 1-3 months → Medium urgency, normal follow-up
• 6+ months → Low urgency, nurture sequence

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Question 4: Where are you located?

Purpose: Check service area fit

Examples:

• "What city/area are you in?"
• "Do you need service in [your coverage area]?"
• "What's your location?"

Data captured: Location, service area fit

AI logic:

• In service area → continue
• Outside service area → check if you service remotely or refer

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Question 5: Any specific requirements?

Purpose: Capture unique needs or constraints

Examples:

• "Any specific requirements or must-haves?"
• "Is there anything else I should note for [Agent Name]?"
• "What matters most to you — price, speed, or quality?"

Data captured: Special requirements, decision criteria

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Scoring and Escalation

Lead Scoring Logic

Criteria	Points	Action
Budget matches	+10	Proceed
Timeline < 30 days	+10	Priority
In service area	+5	Proceed
Specific requirements shared	+5	Detail captured
Total Score 25+	Hot Lead	Escalate immediately
Total Score 15-24	Warm Lead	Add to daily follow-up
Total Score < 15	Cold Lead	Nurture or disqualify

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Message Templates

Template 1: Opening Question

Hi [Name]! I'm [Business Name]'s AI assistant. To help you faster, could you share:

What [service/product] are you looking for?

Template 2: Budget Question

Great! Our [service] ranges from [X] to [Y] depending on [factors].

What's your budget for this project?

Template 3: Timeline Question

Thanks! When do you need this completed?

• ASAP (within 2 weeks)
• Soon (1-3 months)
• Planning (6+ months)

Template 4: Complete and Escalate

Perfect! I've captured your details:

• Service: [X]
• Budget: [Y]
• Timeline: [Z]
• Location: [W]
• Notes: [Notes]

[Agent Name] will review this and contact you within [timeframe] with next steps.

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FAQ

Q: Can I customize the qualification questions?

A: Yes. Configure your specific questions, order, and logic in Clarivo settings.

Q: What if a lead skips questions?

A: AI can be set to require answers or proceed with partial data. Your choice.

Q: Does AI understand context?

A: Yes. If a lead says "I need it next week" to question 2, AI can skip question 3 about timeline.

Q: Can I export lead data?

A: Yes. Leads captured in Clarivo dashboard can be exported or viewed by date/business/source.

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Sources

This playbook describes Clarivo's lead qualification capabilities as of February 2026.