Sales demo
Consistent lead qualification
Qualify leads against the same criteria every time, with the evidence for each judgement attached.
The challenge
Two reps qualify the same lead differently, so pipeline quality depends on who picked it up.
The scenario
A team wants qualification to mean the same thing across five reps, and wants a manager to be able to check a judgement rather than re-do it.
What goes in
- Qualification criteria
- What the team has agreed qualification means.
- Lead context
- What is known about the account.
What you can ask
Illustrative prompts. Results depend on your own data and are not deterministic.
- “Qualify this lead against our criteria.”
- “What evidence supports this qualification?”
- “Which criteria are unmet here?”
How Clearception approaches it
How the work is structured. Each step shows what its output is grounded in.
Apply the criteria
AI-inferredAssess the lead against agreed, written criteria.
Attach evidence
ObservedRecord what supports each criterion being met or not.
Bound confidence
AI-inferredWhere evidence is thin, say so rather than scoring confidently.
What you get
The shape of what comes back — not a promised result.
Qualification record
AI-inferredCriterion-by-criterion assessment with supporting evidence.
Why it matters
- Comparable pipeline
- Qualification means one thing across the team.
- Checkable judgements
- A manager reviews the evidence rather than repeating the work.
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Want to try this with your own work?
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