Replace the First Call
Pre‑qualify leads and book only high‑fit calls.
Outcome at a Glance
Who it’s for: Sales, agencies, consultants, and coaches What you’ll achieve: A Delphi that qualifies and tags high-fit prospects automatically, routing only serious leads to your calendar Time to first win: 60–90 minutes
Why it Matters
Protects time: No more low-fit calls; every meeting starts with context.
Higher conversion: Objections handled, expectations set, and interest confirmed before the meeting.
Smarter follow-up: Structured answers and tags drive CRM automation and insight.
What You’ll Set Up
Profile — Craft an Initial Message (“Book only if…”) and 5–7 qualifying Suggested Questions (budget, scope, timeline).
Mind — Upload your services, pricing tiers, and case studies. Add Context + Publish Dates for relevance.
Actions & Alerts — Configure triggers that qualify, tag, and notify based on conversation signals.
Integrations — Embed Delphi on your Contact or Services page. Require email for continuity.
Products (optional) — Offer a diagnostic, audit, or intro package that appears when users mention relevant keywords.
Broadcasts (optional) — Send a nurture email or resource to “Not-Yet-Qualified” leads automatically.
Build → Launch → Operate
Build (30–45 min)
Upload pricing, case studies, and services.
Add Context and Publish Dates.
Write a direct Initial Message: “Best fit if you’re exploring [service] with a budget around [range]. Ask about pricing, fit, or timeline.”
Add 5–7 qualifying Suggested Questions: budget, timeline, scope, decision-maker.
Launch (15–20 min)
Embed Delphi on your Contact or Services page.
Require email for continuity.
Add a clear CTA: “Ask about pricing or fit — book a meeting only if it’s a match.”
Operate (weekly, 20–30 min)
Review Conversations: Refine objection handling and clarify confusing answers.
Watch Tags: Leads tagged automatically as Qualified, Not Yet Qualified, or Upsell.
Update Mind: Add missing snippets or new offers based on patterns.
Qualify Automatically with Actions & Alerts
Delphi can identify promising leads on its own. Instead of relying on “Conversation Ended,” use Alerts to capture signals of qualification in real time.
Example Alerts:
“If user mentions they’ve worked with [industry keyword], tag as ‘Experienced Prospect.’”
“If person says they have over $5,000 budget or are ready to start, tag as ‘Lead’ and notify me.”
“When user asks about timelines, payment terms, or onboarding, tag as ‘Warm Lead.’”
These alerts drive Actions that:
Add tags like Lead, High Fit, Not Yet Qualified.
Trigger notifications to you or your CRM for immediate follow-up.
Collect insights for lead scoring and pipeline forecasting.
Actions are your qualification engine — every conversation becomes an intelligent filter.
Recipes (Copy → Tailor)
Qualifying Suggested Questions
“Are we a good fit if my budget is around [range]?”
“What’s a realistic timeline for [scope]?”
“What do you need from me before we start?”
“What’s included in [package/tier]?”
“Can you share a relevant case study?”
Qualification Alert Example
Alert: “If the user mentions they’re experienced in digital marketing and has $5K+ to spend, tag as Lead and notify me.”
Action: Tag: Lead Notify: Email → ‘Qualified prospect: [Name]’
Optional Nurture for Not-Yet-Qualified
Use a simple Broadcast to re-engage users who weren’t ready.
Subject: “A simple next step before we talk” Body: “If you’re still deciding, try this 20-minute exercise to clarify scope and budget. Reply with your notes and I’ll help you choose the best next step.”
Metrics to Watch
Qualified Rate (Conversations → Qualified)
Booked Rate (Qualified → Meetings Booked)
No-Show Rate
Common Objections (use Filters → Search)
Troubleshooting
Too many low-fit leads: Refine your Initial Message; add a “Who it’s for / not for” line; tighten Suggested Questions.
Missed good leads: Review Alerts and add new conditions (budget, readiness, role).
Scope confusion: Upload a “Packages Matrix” to Mind and cite it in answers.
Pre-Flight Checklist
Services, pricing, and case studies uploaded with Context + Publish Date.
Initial Message clearly states fit criteria.
5–7 qualifying Suggested Questions active.
Alerts and Actions configured to tag and notify qualified users.
Embed live with Require Email.
Weekly Review & Revise routine scheduled.
In Practice
Once configured, Delphi becomes your silent qualifier — collecting context, filtering noise, and surfacing only the conversations that matter.
“If the person conveys that they understand [topic] and has [budget range] to spend, tag them as Lead and notify me.” That’s how Delphi replaces your first call — intelligently.
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