← Resources
Template5 min read · Conversion

AI Qualification Script Template

This template gives you the message structure to qualify leads automatically — via AI chat or SMS — before routing them to calendar booking or a live sales rep. Adapt the questions to your offer and vertical. The goal is to filter out time-wasters while fast-tracking high-intent buyers.

AI Qualification Script Template — Full Content

How to Adapt This Template

  1. Copy the opening message into your AI chat widget or SMS automation platform
  2. Replace all bracketed fields ([Business Name], [service], etc.) with your values
  3. Adjust qualification questions to match your actual decision criteria
  4. Configure branching logic in your automation tool based on the answers
  5. Connect qualified leads directly to your booking tool; route others to a nurture sequence
  6. Test with 5 internal test submissions before going live with real leads

Opening Message

Hi [First Name]! Thanks for reaching out to [Business Name]. To make sure I connect you with the right person, I have a couple of quick questions. What brings you to us today? (Feel free to type freely — I'll read it and get back to you fast.)

Qualification Questions

Q1: What's your timeline for getting [service or product]? → ASAP / Within 30 days / Just exploring Q2: What's your biggest challenge with [problem you solve]? → Open text — listen for urgency, budget signals, and fit Q3: Are you the decision-maker, or will others be involved? → Yes, just me / Others will be involved / Not sure yet Q4: What's your budget range for this? → [Tier 1: e.g., Under $1k] / [Tier 2: e.g., $1k–$5k] / [Tier 3: e.g., $5k+]

Lead Routing Logic

  1. If timeline is "ASAP" AND decision-maker → Route to booking page immediately
  2. If timeline is "Within 30 days" → Send booking link with low-pressure framing
  3. If "Just exploring" → Add to nurture email sequence; do not push booking
  4. If budget is below your minimum → Politely disqualify; offer a free resource or referral
  5. If no response after 2 messages → Flag for human rep follow-up with full transcript

Handoff Message (Qualified Lead)

Great — you're a good fit for what we do. [Rep Name] has time available this week. Here's the link to grab a slot: [Booking Link] We'll go over [brief description of what happens on the call] in about [X] minutes. See you there.