Coreshift Technology.

Automation / SMS

Sales Qualifier.

Sales Qualifier talks to every inbound lead within seconds — asks the questions your best rep would ask, scores the answers against your ideal-customer profile, politely releases the poor fits, and books the good ones directly onto your calendar. Your reps wake up to meetings, not a list of maybes.

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Workflow concept and scripted demonstration. The descriptions below preserve the original workflow scope; channels, integrations, response times, and actions must be agreed and tested for your setup. Sample dialogue is not a customer result.

Every lead worked. Only fits booked.

  1. Engage instantly

    A form fill or inbound text gets a response in under a minute — when interest is hottest and before competitors reply.

  2. Qualify like a rep

    Company size, timeline, scope, budget authority — asked conversationally, adapted to the answers, never robotic.

  3. Score against your ICP

    Each answer maps to your ideal-customer profile. The score is explainable: you see exactly why a lead rated 82.

  4. Disqualify politely

    Poor fits get a respectful close and a referral where appropriate — protecting your brand and your reps' calendars.

  5. Book the fit

    Qualified leads pick a slot on your sales calendar in the same conversation. No email tag, no Calendly detour.

See the workflow unfold.

A facilities manager fills out the website form at 4:48 PM. Watch the qualification build — and the ICP score climb — as the conversation runs.

Illustrative sample only. Playback sends no messages and connects to no accounts.

Read the complete sample transcript
  1. Summit Security Sales

    Hi Karen — thanks for reaching out to Summit Security about access control. I'm the Summit assistant; a couple quick questions so we put the right specialist in front of you. What kind of facility are we securing?

  2. Prospect

    We run a 3-building medical office campus in Mesa. Looking to replace a badge system from 2014.

  3. Summit Security Sales

    Got it — multi-building medical campus, legacy badge system replacement. That's right in our wheelhouse. Roughly how many doors across the three buildings?

  4. Prospect

    About 60 doors total, maybe 70 with the new wing opening in fall

  5. Summit Security Sales

    60–70 doors, with expansion planned — good to know, we'd spec for the growth. Is there a timeline driving this? And will this go through a bid process, or are you evaluating vendors directly?

  6. Prospect

    Insurance audit flagged the old system, so we need to award by end of next month. I own the vendor decision with our COO.

  7. Prospect

    Budget is roughly in the 80-120k range if that helps

  8. Summit Security Sales

    Very helpful, thanks. Compliance-driven timeline, decision-maker on the line, budget aligned with a 60–70 door scope — you'd be a strong fit for our healthcare access-control practice. Want to grab 30 minutes with Steve, our commercial lead? He has Thursday 10 AM or Friday 1:30 PM open.

  9. Prospect

    Thursday 10 works. Send it to karen.d@mesamedcampus.com

  10. Summit Security Sales

    Booked ✓ Thursday 10:00 AM with Steve — invite sent to karen.d@… with a short agenda and our healthcare case studies. He'll come prepared with door-count pricing models. Talk Thursday, Karen! 🔐

Why this workflow matters.

Speed-to-lead, solved

Replying within 5 minutes makes you 9× more likely to connect. The bot replies in 30 seconds, every time, including Saturday.

Reps sell, they don't sift

Your closers spend their hours on scored, booked, context-rich meetings — not cold-calling form fills that were never a fit.

An ICP that's actually enforced

Every lead is scored against the same profile, consistently. Pipeline quality stops depending on who picked up the phone.

No lead left behind

Every inquiry gets worked to a conclusion — booked, nurtured, or politely closed — and logged in the CRM either way.

Qualified-lead record → CRM / calendar

The complete sample handoff, ready to inspect alongside the conversation. The actual record format is scoped to your systems.

Inspect the structured sample output
{
  "record": "qualified_lead",
  "source": "website_form \u2192 sms",
  "responded_in": "31s",
  "contact": {
    "name": "Karen D.",
    "role": "Facilities Manager",
    "email": "karen.d@\u2026",
    "org": "Mesa Medical Campus"
  },
  "qualification": {
    "facility": "medical_campus_3_bldgs",
    "scope_doors": "60-70 + expansion",
    "timeline": "compliance-driven \u00b7 award \u2264 next month",
    "authority": "decision_maker_with_coo",
    "budget": "$80-120k"
  },
  "icp": {
    "score": 87,
    "threshold": 70,
    "verdict": "qualified",
    "factors": [
      "size+",
      "vertical+",
      "timeline+",
      "authority+",
      "budget+"
    ]
  },
  "meeting": {
    "with": "Steve (commercial lead)",
    "at": "Thu 10:00",
    "invite_sent": true,
    "rep_brief": "attached"
  },
  "crm": {
    "stage": "meeting_booked",
    "activity_logged": true
  },
  "transcript_ref": "sms-sq-7734"
}

Make it work for your setup.

Start with your inputs, systems, approval owners, and exceptions. We agree the permitted actions, test dry runs, and define who can pause the workflow.

How onboarding works Pricing and terms Explore another bot

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