PRINCIPLE
We do NOT ask random questions.
We qualify based on:
Fit
Urgency
Budget readiness
Authority
Problem intensity
If 3 out of 5 are strong → escalate.
If weak → nurture.
If misfit → redirect.
We qualify based on:
Fit
Urgency
Budget readiness
Authority
Problem intensity
If 3 out of 5 are strong → escalate.
If weak → nurture.
If misfit → redirect.
STAGE 1 CAPTURE
Goal: Identify the person.
Required fields:
Full Name
Business Name
Industry / Vertical
Contact Number
Email Address
Optional:
Business size
Location
If incomplete → system loops until complete.
No contact info = no escalation.
Required fields:
Full Name
Business Name
Industry / Vertical
Contact Number
Email Address
Optional:
Business size
Location
If incomplete → system loops until complete.
No contact info = no escalation.
STAGE 2 PROBLEM IDENTIFICATION
We diagnose before pitching.
Core questions:
“Ano ang main problem mo sa chat ngayon?”
Too many inquiries
Slow replies
No follow-up
Low booking rate
No tracking
Manual handling
“Ilang inquiries per week ang pumapasok?”
<10
10–30
30–100
100+
“May existing system ka ba?”
None
Basic chatbot
Manual team
CRM + ads
Purpose:
Measure operational maturity.
Core questions:
“Ano ang main problem mo sa chat ngayon?”
Too many inquiries
Slow replies
No follow-up
Low booking rate
No tracking
Manual handling
“Ilang inquiries per week ang pumapasok?”
<10
10–30
30–100
100+
“May existing system ka ba?”
None
Basic chatbot
Manual team
CRM + ads
Purpose:
Measure operational maturity.
STAGE 3 INTENT LEVEL
We diagnose before pitching.
Core questions:
“Ano ang main problem mo sa chat ngayon?”
Too many inquiries
Slow replies
No follow-up
Low booking rate
No tracking
Manual handling
“Ilang inquiries per week ang pumapasok?”
<10
10–30
30–100
100+
“May existing system ka ba?”
None
Basic chatbot
Manual team
CRM + ads
Purpose:
Measure operational maturity.
Core questions:
“Ano ang main problem mo sa chat ngayon?”
Too many inquiries
Slow replies
No follow-up
Low booking rate
No tracking
Manual handling
“Ilang inquiries per week ang pumapasok?”
<10
10–30
30–100
100+
“May existing system ka ba?”
None
Basic chatbot
Manual team
CRM + ads
Purpose:
Measure operational maturity.
STAGE 4 BUDGET READINESS
We don’t ask blunt price.
We frame investment.
Question format:
“Kung maayos ang system at tumataas ang bookings, handa ka bang mag-invest sa system installation?”
Options:
Yes, ready
Depends on proposal
Just checking options
We do NOT negotiate in chat.
Budget screening = readiness signal.
We frame investment.
Question format:
“Kung maayos ang system at tumataas ang bookings, handa ka bang mag-invest sa system installation?”
Options:
Yes, ready
Depends on proposal
Just checking options
We do NOT negotiate in chat.
Budget screening = readiness signal.
STAGE 5 AUTHORITY CHECK
Question:
“Ikaw ba ang decision-maker sa business?”
Options:
Yes
With partner
Need approval
If not decision-maker → request intro or schedule joint call.
No authority = lower priority.
“Ikaw ba ang decision-maker sa business?”
Options:
Yes
With partner
Need approval
If not decision-maker → request intro or schedule joint call.
No authority = lower priority.
STAGE 6 SCORING MODEL
Each answer assigned internal weight.
Example scoring logic:
Category Strong Medium Weak
Inquiry Volume 30+ 10–30 <10
Urgency ASAP 1–3 months Research
Budget Ready Depends No
Authority Yes Shared No
Problem Intensity Clear & painful Moderate Vague
Score Bands:
🔥 HOT LEAD
Strong urgency
Clear problem
Has volume
Has authority
→ Direct Audit Booking
🟡 WARM LEAD
Some urgency
Moderate volume
Budget uncertain
→ Education + Retarget
🔵 COLD LEAD
Research mode
Low volume
No authority
→ Nurture only
Example scoring logic:
Category Strong Medium Weak
Inquiry Volume 30+ 10–30 <10
Urgency ASAP 1–3 months Research
Budget Ready Depends No
Authority Yes Shared No
Problem Intensity Clear & painful Moderate Vague
Score Bands:
🔥 HOT LEAD
Strong urgency
Clear problem
Has volume
Has authority
→ Direct Audit Booking
🟡 WARM LEAD
Some urgency
Moderate volume
Budget uncertain
→ Education + Retarget
🔵 COLD LEAD
Research mode
Low volume
No authority
→ Nurture only
STAGE 7 DECISION TREE FLOW
Each answer assigned internal weight.
Example scoring logic:
Category Strong Medium Weak
Inquiry Volume 30+ 10–30 <10
Urgency ASAP 1–3 months Research
Budget Ready Depends No
Authority Yes Shared No
Problem Intensity Clear & painful Moderate Vague
Score Bands:
🔥 HOT LEAD
Strong urgency
Clear problem
Has volume
Has authority
→ Direct Audit Booking
🟡 WARM LEAD
Some urgency
Moderate volume
Budget uncertain
→ Education + Retarget
🔵 COLD LEAD
Research mode
Low volume
No authority
→ Nurture only
Example scoring logic:
Category Strong Medium Weak
Inquiry Volume 30+ 10–30 <10
Urgency ASAP 1–3 months Research
Budget Ready Depends No
Authority Yes Shared No
Problem Intensity Clear & painful Moderate Vague
Score Bands:
🔥 HOT LEAD
Strong urgency
Clear problem
Has volume
Has authority
→ Direct Audit Booking
🟡 WARM LEAD
Some urgency
Moderate volume
Budget uncertain
→ Education + Retarget
🔵 COLD LEAD
Research mode
Low volume
No authority
→ Nurture only
STAGE 8 ESCALATION LOGIC
Only escalate if:
Complete contact info
At least medium volume
Urgency within 3 months
Budget openness
Decision authority present
Otherwise:
Keep inside automation.
Complete contact info
At least medium volume
Urgency within 3 months
Budget openness
Decision authority present
Otherwise:
Keep inside automation.
STAGE 9 RED FLAGS
System downgrades if:
“Magkano muna?”
“Libre ba?”
“Just curious”
“Wala pa kaming inquiry”
These are nurtured, not booked.
“Magkano muna?”
“Libre ba?”
“Just curious”
“Wala pa kaming inquiry”
These are nurtured, not booked.
STAGE 10 HANDOFF PACKET
When lead qualifies, system sends structured summary:
Lead Summary Format:
Name:
Business:
Industry:
Monthly Inquiry Estimate:
Current Setup:
Primary Problem:
Urgency:
Budget Readiness:
Authority Status:
Score Level:
Human enters call prepared.
No blind calls.
Lead Summary Format:
Name:
Business:
Industry:
Monthly Inquiry Estimate:
Current Setup:
Primary Problem:
Urgency:
Budget Readiness:
Authority Status:
Score Level:
Human enters call prepared.
No blind calls.
STAGE 10 HANDOFF PACKET
When lead qualifies, system sends structured summary:
Lead Summary Format:
Name:
Business:
Industry:
Monthly Inquiry Estimate:
Current Setup:
Primary Problem:
Urgency:
Budget Readiness:
Authority Status:
Score Level:
Human enters call prepared.
No blind calls.
Lead Summary Format:
Name:
Business:
Industry:
Monthly Inquiry Estimate:
Current Setup:
Primary Problem:
Urgency:
Budget Readiness:
Authority Status:
Score Level:
Human enters call prepared.
No blind calls.