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How to qualify leads with a chatbot

Not every enquiry is equal. A good conversation tells you which ones to call first.

Sorting chat leads by how ready they are to buy

Lead qualification means working out which enquiries are likely to become customers, so your team spends its time well. A chat conversation is a natural place to do it, because the customer explains what they want in their own words.

Let the customer talk first

The questions a visitor asks reveal their intent. Someone asking about a specific service, a date and a price is further along than someone browsing.

Answer their questions fully before asking for anything. People share more once they have been helped.

Ask for contact details at the right moment

Ask when the customer wants something only a person can give: a quote, a booking, a call back. Selo Assist asks for a name and phone number when it sees that intent, and does not interrupt visitors who are only browsing.

Keep the conversation with the lead

A name and number alone tell you little. A lead with the full conversation tells you what they need, what they were already told and what to say first.

In Selo Assist, every lead links to its conversation, and records the product or service they looked at in the chat.

Prioritise and track

Call the most specific requests first. Mark each lead as new, contacted or converted, so nobody is called twice or forgotten.

Learn from the results

After a month, look at which kinds of conversations became customers. Use that to improve your greeting, your information and your follow-up.

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Common questions

Should the chatbot ask budget questions?

Only if it suits your business. Many customers find budget questions in a chat intrusive; let your team ask on the call.

Can I send leads to my CRM?

Selo Assist exports leads as a CSV file you can import into most CRMs. A direct connection is not available yet.

How fast should we follow up?

As fast as possible: within an hour during working hours, and first thing in the morning for overnight leads.

Give your customers an answer in seconds, not hours

Create your assistant now. It takes a few minutes and the free plan needs no card.

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