Empower your business to efficiently qualify inbound leads for supervision

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Vanessa doesn't just want to collect leads she also wants to learn more about the ones that scored highly in her contact us form so now she's going to create a follow-up type form which will be Auto sent to leads with a score of 10 or more this time she's going to let AI create the form for her so she tells the AI what kind of form she wants and the kind of questions to ask [Music] and a bit about her business the questions look good there's just one thing missing she wants to know what their role is in the purchase decision check it out there's an AI prompt next to the choice these choices look pretty good so she's ready to publish she'll need that link for later [Music] now she goes back to the original contact us form to add a conditional follow-up remember she'll be collecting leads through this form and once the leads to fill in the new form she just made but only if they're a good fit so in settings she goes to follow-ups and clicks create her trigger is based on the lead score so she selects a response with conditions thank you she sets the trigger for when the leads score is greater than 10. now on to the action first she wants to notify the SDR team when a new hot lead comes in she also wants to email the high scoring leads who filled out the form and asked them to fill out the second profiling type form here's the link to the follow-up form that she just made Vanessa adds some personal touches so now whenever our respondent scores 10 or above the SDR team gets notified and the lead gets a follow-up email asking for additional information [Music] so with all this extra qualifying information the sales process will be faster and smoother both for the customer and for Vanessa's team thanks Vanessa thank you