Sales demo

Consistent lead qualification

Qualify leads against the same criteria every time, with the evidence for each judgement attached.

Try Sales
3 minute walkthrough

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.

  1. Apply the criteria

    AI-inferred

    Assess the lead against agreed, written criteria.

  2. Attach evidence

    Observed

    Record what supports each criterion being met or not.

  3. Bound confidence

    AI-inferred

    Where 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-inferred

    Criterion-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.

Marketing

Build a campaign from an objective

Turn a stated objective into a campaign plan, content briefs and a channel sequence held as one record.

4 minute walkthrough

  • Campaign Planning

Want to try this with your own work?

Open Sales and bring your own data. No signup is needed to read these demos.