Lead qualification that happens before your team picks up the phone.
Taskera asks every new enquiry the questions you would ask, records the answers and routes serious prospects to booking, so your team’s time goes to the right people.
What is lead qualification automation?
Lead qualification automation uses software to ask new enquiries a consistent set of questions — what they need, where they are, how urgent it is, whether they are a fit — so your team can prioritise serious prospects and spend less time on poor-fit enquiries.
Every enquiry looks the same until someone spends time on it
You define what a good lead looks like. Taskera turns that into a short conversation the AI agent can hold by phone or chat, then tags the contact, updates the pipeline stage and notifies your team. Anything ambiguous goes to a person.
How qualification works
Every step is recorded in your CRM, so nothing depends on someone remembering.
- An enquiry arrives
From any channel.
- The agent asks your criteria questions
Need, location, timing, and whatever matters to you.
- Answers are captured as structured data
Not free-text notes.
- The lead is sorted
Fit moves to booking, not yet moves to nurture, not a fit gets a polite close.
- The CRM updates
Tags, pipeline stage and source.
- Your team is notified
With a clear summary of who they are and what they need.
What’s included
Your criteria
You decide what qualifies; the agent applies it.
Conditional questions
Follow-ups change depending on earlier answers.
Tags and pipeline stages
Contacts sorted automatically in the CRM.
Routing
Different lead types go to different next steps.
Team notifications
The right person hears about the right lead.
Consistent records
Every enquiry captured in the same structure.
Where it’s used
- Sorting urgent jobs from routine enquiries
- Checking matter type or service interest before a consultation
- Filtering by location or service area
- Separating ready-to-book prospects from early researchers
Industries we set this up for
Frequently asked questions
Who decides what a qualified lead is?
You do. We translate your criteria into questions and rules, then refine them as real conversations show what works.
What happens to people who aren’t a fit?
They receive a polite, clear response and, if you wish, a pointer to somewhere more suitable. Nothing is left hanging.
Can it ask about budget?
It can ask budget or scope questions where relevant. You decide how the answers are used and what the agent says in response.
What to look at next
See where enquiries are being lost.
Book a strategy call and we’ll map your current lead flow, then show how Lead Qualification would fit into it.