Sales Qualification Chatbot Template
Qualify prospects and book meetings automatically with intelligent AI conversations
Focus Your Team on Qualified Opportunities
Our Sales Qualification chatbot template helps your team prioritize high-value prospects by automatically qualifying leads through intelligent conversations. Identify budget, authority, needs, and timeline while providing a helpful, consultative experience to potential customers.
Qualify Prospects Automatically
Let AI handle initial qualification conversations, identifying high-potential opportunities based on your specific criteria.
Book Sales Meetings
Automatically schedule meetings with qualified prospects, syncing directly with your sales team's calendars.
Increase Sales Efficiency
Ensure your sales team spends time only on prospects that meet your qualification criteria, maximizing productivity and conversion rates.
Template Details
Perfect for:
- B2B companies
- SaaS businesses
- Professional services
- Companies with complex sales cycles
Setup time:
25-45 minutes
Customization:
Fully customizable
Integrations:
CRM, Calendar, Email marketing
Powerful Sales Qualification Tools
This template comes with everything you need to qualify prospects and book meetings
BANT Qualification
Assess Budget, Authority, Need, and Timeline through natural conversation to identify qualified prospects.
Meeting Scheduler
Automatically book meetings with qualified prospects directly into your sales team's calendars.
Lead Routing
Route qualified prospects to the right sales rep based on territory, specialization, or capacity.
CRM Integration
Automatically sync prospect information, qualification data, and conversation history to your CRM.
Deal Size Estimation
Gather information to estimate potential deal size and prioritize high-value opportunities.
Qualification Analytics
Track qualification metrics, meeting booking rates, and sales conversion to optimize your process.
See How It Works
Example conversations that showcase the sales qualification chatbot in action
BANT Qualification
Hi, I was looking at your marketing automation platform and wanted to learn more about it.
Hello! I'd be happy to tell you more about our marketing automation platform. To help you get the most relevant information, could you share what specific challenges you're looking to solve with marketing automation?
We're struggling with lead nurturing and our email campaigns aren't very effective. We need a better way to segment our audience and automate follow-ups.
That's a common challenge many of our customers have faced. Our platform excels at audience segmentation and automated nurture sequences. May I ask what size company you're with and how many contacts you're currently managing?
We're a B2B software company with about 70 employees. Our contact database has around 15,000 leads that we're trying to nurture.
Thanks for sharing that. For a company your size with 15,000 contacts, our Growth plan would likely be the best fit. What's your timeline for implementing a new marketing automation solution?
Meeting Scheduling
Thanks for the information. I'd like to learn more about the implementation process and pricing.
I'd be happy to connect you with one of our solution consultants who can provide a personalized demo and discuss implementation details and pricing specific to your needs. They can show you exactly how our platform could help with your lead nurturing and segmentation challenges.
Would you be available for a 30-minute call this week? I can help schedule that for you.
Yes, that would be helpful. I'm available Thursday afternoon or Friday morning.
Great! I see we have availability on Thursday at 2:00 PM or Friday at 10:00 AM (your local time). Which would you prefer?
Friday at 10:00 AM works better for me.
Perfect! I've scheduled a meeting for you with Sarah, one of our senior solution consultants, for Friday at 10:00 AM. You'll receive a calendar invitation with meeting details shortly.
Could you please confirm your email address so we can send the calendar invitation?
Easy Implementation in Minutes
Get your sales qualification chatbot up and running with these simple steps
Select the Template
Choose the Sales Qualification template from the Bot Studio gallery and click "Use This Template" to begin setup.
Define Qualification Criteria
Set up your specific BANT (Budget, Authority, Need, Timeline) criteria and customize qualification questions to match your sales process.
Connect Your Calendar
Integrate your sales team's calendars to enable automated meeting scheduling for qualified prospects.
Set Up CRM Integration
Connect to your CRM system to automatically create or update lead records with qualification data collected during conversations.
Configure Lead Routing
Define rules for how qualified leads should be assigned to different sales team members based on territory, expertise, or capacity.
Deploy & Optimize
Launch your qualification chatbot on your website, landing pages, and other channels, then monitor performance to continuously improve qualification rates.
Ready to Focus on Your Best Opportunities?
Let our AI qualification chatbot identify your most promising leads and book meetings automatically, so your sales team can spend more time closing deals.