Lead Qualification Agent
Sales capacity was being consumed by high volume qualification work that didn't require human judgment. leaving too little time for the deals that did.
- Timeline
- 6 week build and integration. Live on primary channel in week 5; full multi channel deployment by week 8. Performance review at 30 and 60 days.
- Scope
- Qualification framework design, AI agent configuration across three channels, CRM integration, routing logic, and sales team onboarding.
- Model
- Sales manager held qualification criteria ownership, any changes to routing logic required explicit approval. Weekly review of agent performance metrics in the first month. Handoff protocol clearly defined so sales team always received full context on escalated leads.
The outcome
Sales team time on pre qualification reduced by 58%; qualified pipeline grew by 3.1x without adding headcount.
Findings
What we built it around.
Multi channel intake
unified agent handling web form, WhatsApp, and social DM enquiries with consistent qualification logic regardless of entry channel
Structured qualification framework
12 qualification criteria covering procedure type, clinical eligibility signals, travel feasibility, budget range, and timeline, translated into a natural conversational flow, not a form
Lead scoring and routing logic
real time score calculation triggering one of four routing outcomes: self service information, nurture sequence, scheduled sales call, or immediate escalation
CRM integration
all qualification data and conversation transcripts pushed to the sales CRM, giving the sales team full context before any human interaction began
Out of hours and multilingual capability
24/7 availability with English and Arabic language support to capture international enquiries outside UK business hours
Results
What changed.
Sales team time spent on pre qualification conversations reduced by 58%, recovering approximately 22 hours per week across the team for pipeline stage selling activity
Qualified pipeline volume increased by 3
1x within 90 days without adding headcount, driven by the agent's capacity to process enquiry volume that previously went unresponded to outside business hours
Average time from first enquiry to qualification decision reduced from 2
7 days to under 4 hours, improving response quality for international leads with short decision windows
Lead to qualified rate improved from 18% to 26% as the structured qualification process surfaced viable leads that had previously been abandoned in unstructured conversations
Takeaway
Sales team time on pre qualification reduced by 58%; qualified pipeline grew by 3.1x without adding headcount.
Healthcare Tourism / Medical Travel
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We do not send a proposal before we understand the problem. Start by telling us about your decision context. We will identify the highest leverage intervention areas before any scope is agreed.