Conversational lead qualification
Gather need, context, timing, and fit in a guided conversation that produces a consistent record for human sales review.
Suggested fields
- Company and role
- Current process
- Desired outcome
- Urgency
- Next-step consent
Recommended workflow
- State why the information is needed
- Ask one qualification dimension at a time
- Confirm names and numbers
- Route the export for human review
Important limitations
- Talkform should not make autonomous eligibility decisions
- Avoid collecting unnecessary financial or sensitive personal data