Lead Qualifier → Auto-Book
Qualify inbound and auto-book to the right AE via Calendly/Google. Typical lift: +15–30% meetings.
What you’ll get
Qualify inbound and auto-book to the right AE via Calendly/Google. Typical lift: +15–30% meetings.
Crisp Qualification
BANT-style prompts, allow/deny lists, geo/role filters.
Auto-Book to the Right AE
Calendly routing pools; backup pool; confirmations sent.
Clean CRM Writeback
Create/update Lead/Contact + Activity/Task with summary and tags.
Integration modes
Pick one or combine—same playbook, same KPIs.
Web voice
Embed a small script or use the Headless Session API.
Phone line (optional)
Route a sales DID/IVR to qualify and book by voice.
How it works
From connect to KPIs—safe by default.
Calendar + CRM + Voice Agent (Sheets fallback OK).
Questions, allow/deny domains, geo/role filters, required fields.
Team pools, owner rules, backup pool when primary is full.
Calendar availability, CRM scopes, latency < 300ms, plan diff.
Plan → Apply → Smoke test (test lead books) → Blue/Green.
Qualifies, books, logs to CRM. KPI tiles update in <60s.
KPIs tracked
Requirements
- Calendar (Calendly/Google)
- CRM (HubSpot/Salesforce) or Sheets fallback
- Voice Agent (e.g., Retell)
Related stacks & tools
See the underlying stacks and building blocks used in this playbook.
Stacks
High volume, pre-qualified leads delivered to the sales team, saving SDR time.
Automated, scalable outbound dialing for lead generation, surveys, or announcements.
Tools
Leading Text-to-Speech and Voice Cloning platform with high emotional range and fidelity.
Programmable telephony API that connects software to the PSTN (phone lines) and SIP endpoints, essential for voice agents.
FAQ
- How does booking work?
- We connect to Calendly or Google Calendar, route to the right AE pool, and create bookings with confirmations. Backup pools handle capacity.
- What does the CRM writeback include?
- Lead/Contact creation or update, plus Activity/Task with a structured summary, intent tags, and source attribution.
- Can we customize qualification?
- Yes. BANT-style prompts, allow/deny lists, geo/role filters, and required fields are supported in the wizard.
- Which KPIs are tracked?
- Qualified rate, meetings booked, AHT, and an optional no-show risk metric.
- Is launch safe?
- Preflight checks ensure scopes and availability; we run smoke tests, support blue/green cutovers, and one-click rollback.