01
Qualification Framework
A tested starting point for qualification framework reduced repeated setup work.
We built an AI sales agent for a growing B2B company that could respond to inbound leads, understand what they needed, qualify opportunities, update the CRM, prepare follow-ups, and route high-value prospects to the sales team.
Trusted by teams building ambitious products
A company receiving inbound enquiries through website forms, campaigns, referrals, and direct outreach.
Coretus designed the qualification flow, agent logic, CRM integration, follow-up process, lead routing, and human review points.
Reduce delays in responding to new opportunities while helping the sales team spend more time on prospects that are actually ready to talk.
An AI assistant that understands enquiries, asks relevant questions, scores fit, updates the CRM, and prepares the next best sales action.
The company was generating a healthy number of inbound leads, but the sales team did not always have time to respond quickly. Some enquiries needed only a few questions to determine fit, while others required deeper follow-up.
Salespeople were spending too much time reviewing forms, copying details into the CRM, asking repetitive qualification questions, and chasing prospects who were not yet ready. The business wanted faster response without making every lead fully automated.
New enquiries waited until a salesperson had time to review them.
The agent responds, understands the request, and begins qualification as soon as the lead arrives.
Lead quality depended on which salesperson handled the conversation and which questions were asked.
The same core business criteria are applied across every lead while still allowing natural conversations.
Sales reps spent time on CRM updates, reminders, and low-intent prospects.
Reps receive clearer, better-prepared opportunities and can spend more time closing the right deals.
The agent changes its follow-up questions based on the prospect's answers instead of forcing every lead through the same rigid form.
Lead details, notes, qualification status, and next steps are captured without requiring salespeople to manually update every field.
When a lead is ready for a human conversation, the agent prepares a short summary so the salesperson can continue without asking the prospect to repeat everything.
Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.
A tested starting point for qualification framework reduced repeated setup work.
Reusable work for crm integration let the team focus more time on the client’s specific needs.
This made it easier to add lead routing without rebuilding common foundations.
A tested starting point for follow-up workflows reduced repeated setup work.
A straightforward before-and-after view of what changed for the team and their customers.
New enquiries can receive a meaningful first response and qualification step immediately.
CRM updates, qualification notes, and routine follow-ups require less manual effort.
Sales reps receive more context before speaking with a prospect, helping them start the conversation from a stronger position.
The goal was not to replace our salespeople. It was to make sure every good lead got a fast response and our team could focus on the conversations that actually needed them.