Sales & offers

Inquiry qualifier

"Hi, roughly what would something like this cost? Cheers, Markus." – Inquiries like this aren't bad inquiries. They're good ones – but half the information is missing.

Inquiry qualifier

01Inquiry qualifier

Today that means: write back, ask, wait, ask again – and after a week of email ping-pong no one still knows whether a quote is worth it. The qualifier pulls those rounds forward: it asks the prospect the right follow-up questions at the right moment – what exactly, where, by when, which photos help? – and delivers your team a structured brief instead of a three-liner. You see at a glance what it's about, what's missing and whether the inquiry is a fit. You still make the decision – just with everything on the table.

For context: the qualifier is the counterpart to the inquiry router – the router points visitors the way BEFORE the inquiry, the qualifier prepares the inquiry FOR your team. And it decides nothing on its own: no automatic prices, no automatic rejections. With sensitive data (health, staff) the data-protection concept belongs in the project scope.

02Demo

simulation · curated examples

Three inquiries as they arrive daily. On the left the original – on the right what your team gets instead, after the qualifier has asked the right follow-up questions.

// how it arrives today

// the brief for the team

03How it works

  1. 01

    Understand your inquiries

    Which kinds of inquiry come in, and which information do you really need per kind for an assessment? Usually four or five must-haves – they're just never in the first email.

  2. 02

    Shape the follow-up questions

    The questions are phrased the way your customers speak – short, concrete, with examples. Whoever can upload a photo doesn't have to describe anything.

  3. 03

    Set the brief format

    How should the result reach you? A structured email, an entry in the CRM, a card in the project tool – the brief adapts to your process, not the other way round.

  4. 04

    Build it in and wire it up

    The qualifier becomes part of your website or inquiry process. Incomplete inquiries are completed politely rather than rejected.

  5. 05

    Sharpen on real volume

    After the first weeks it shows where prospects drop out or what's still missing. Questions and brief get adjusted – until the team says: this we can work with.

04Stages

The entry point can do without AI – and already solves most of the problem.

Tier 1

Entry: the guided form

Structured required fields plus a clean email brief to the team. Without AI – and still the follow-up ping-pong disappears.

Tier 2

Extended: thinking follow-up questions

A language model spots gaps in free answers, asks targeted follow-ups and pulls everything together as a brief – with a first read on urgency.

Tier 3

Full build: wired into the system

CRM connection, file uploads with a data-protection rule, a prioritisation overview – the qualifier becomes part of your toolchain.

05Technical implementation

  • Front end to taste: guided form, chat or step-by-step wizard – in your website, in your design.
  • The back end stores structured fields and generates the brief from them – not a chat transcript but a readable document.
  • From Tier 2 a language model asks follow-ups on gaps and writes the summary; the required-field logic stays rule-based.
  • Handover to where you work: email, Airtable, CRM (e.g. HubSpot, Pipedrive) or project tool.
  • File uploads (photos, plans, documents) only with a clear storage and deletion rule.
  • A light score helps with sorting – it prioritises, it doesn't decide.

for context · This shows how something like this usually gets built – not how it has to be built for you. What actually fits is worked out in the project: around your existing setup, your team, and what stays easy to maintain.

06Related building blocks

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