Capture the lead the moment interest arises
Let the visitor describe what they need and collect only the details that help your team follow up.
Practical guide
From enquiry to booked customer with AI lead handling
A clear path from first question to follow-up helps a team handle incoming enquiries. This guide shows how AI can collect relevant information and pass it on.
05 stepsA sequence to use before and after launch
The sequence
Work through the important decisions
Keep the scope narrow, test with real questions and expand when the workflow is reliable.
Qualify the lead through the conversation
Decide in advance which details are needed, such as the enquiry type and preferred follow-up. Avoid inferring buying intent from a few answers.
Choose the next step in the conversation
Booking in the conversation requires a supported calendar connected to the workflow. Otherwise, the AI can collect preferences for your team to follow up.
Route the lead to the right person automatically
If a CRM connection is supported, agree which details should be sent there. Confirm the recipient and who owns follow-up.
Follow up on leads that didn't convert immediately
Decide who takes over when an enquiry needs more follow-up and how contact should happen. Automated messages require a separate workflow.
Review before launch
Common pitfalls
- 01Only collecting contact details without qualifying the lead, which gives the sales team more work instead of less.
- 02Not making clear who will follow up when direct booking is unavailable.
- 03Not connecting lead capture to the CRM, risking leads being forgotten in a shared inbox workflow.