Lead intake
Collects submissions from contact forms, spreadsheets, inboxes, or simple CRM tools.
Lead Qualification Automation
An intelligent workflow that reads enquiries, scores intent, prepares follow-up, and keeps the next action visible.
Turn incoming enquiries into clear next steps
New leads often arrive through forms, email, chat, or WhatsApp. Without a clear process, good opportunities are missed and low-fit enquiries consume too much time.
A qualification workflow that prepares every follow-up
Intent scoring
Scores urgency, budget signal, service fit, and project type using transparent rules.
Draft response
Prepares a personalized follow-up message, question list, and recommended next action.
Tracker update
Writes qualified leads, scores, notes, and status updates into a simple operating view.
Automation building blocks
Form intake
AI classification
Follow-up drafts
CRM or sheet sync
What the automation delivers
- Faster response time for serious enquiries
- Less manual sorting of low-fit requests
- Consistent follow-up notes and next actions
- A simple sales operations workflow that can scale
Build Approach
Keep humans in control of important replies
The workflow prepares the lead summary and suggested response, but a person can review before sending.
This makes the first launch practical for businesses that want speed without losing judgment.
Launch checklist
- Define lead stages and qualification rules
- Connect the source where enquiries arrive
- Test scoring against real past leads
- Review drafts before automating final sends
Want to qualify leads faster?
Share how enquiries reach you today and PAT Orbit can design a clean lead automation workflow.
Build Lead Automation