Pre-sales qualification
Answers or calls inbound leads, qualifies need, budget and timing in a real conversation, and books the meeting straight into the salesperson's calendar. Sales spends its hours on buyers, not screening.
Salespeople burn hours
calling leads who were never going to buy.
Half of sales time isn't selling
Dialing, reaching voicemail, re-dialing, discovering there's no budget — the qualifying grind eats the hours that should go to live deals.
Unqualified meetings still cost the slot
A booked demo with a browser, a student, a competitor. The calendar fills; the pipeline doesn't.
Reps triage by gut
With too many leads, reps work the ones that feel good. The quiet lead with real budget dies unworked in the queue.
The rep's best hour went to a lead who wanted a free template.
The conversation qualifies. The calendar fills with buyers.
- Lead source: pricing page — third visit this week
- CRM history clean — net-new prospect
"We're looking at options for our support team — can someone walk me through pricing?"
Takes the call live and asks the real questions — team size, current tooling, timeline, who decides.
- Fits the ICP: 14-seat support team, evaluating this quarter
- Decision path: caller plus ops lead sign off; budget owner named
Scores the answers against your qualification bar — this one clears it.
Offers three slots from the right rep's calendar; the lead picks Tuesday 2 PM on the call.
- Brief attached: need, stack, timeline, decision path, transcript
- Confirmed twice: invite plus a reminder the morning of
Creates the deal at the right stage with the qualification brief — no rep data entry.
The rep's Tuesday 2 PM is a qualified buyer who already said who decides and when.
- 11 qualified this week — booked across three reps
- 23 not yet ready — nurtured, each with a revisit date
Files the not-nows with reasons and revisit dates — next quarter's pipeline, pre-qualified.
Qualification rate by source — which ads buy meetings, and which buy noise.
Same lead flow. Different calendar.
| Moment | Before Clarwiz | On Clarwiz |
|---|---|---|
| First touch | Voicemail tag for three days. | Answered live, or called back in minutes. |
| Qualification | The rep's gut, mid-call. | Your bar, applied the same way every time. |
| The meeting | 'Let me send some times…' | Booked on the call, confirmed twice. |
| The write-up | Two lines from memory. | Brief and transcript on the deal. |
| The not-nows | Ghosted. | Nurtured with a reason and a revisit date. |
Do prospects mind qualifying with an AI?
Who defines what 'qualified' means?
What happens to leads that don't qualify?
Can it make outbound qualifying calls too?
What do we need to integrate before a demo?
See this run on your own data.
Thirty minutes, nothing connected.
We take this process, connect nothing, and show you the run end to end on your real conversations and orders. When you're ready, go live at the autonomy level you choose.