Service · one of seven disciplines

Pre-Sales Lead Qualification for businesses that need better leads, trust and clarity.

Lead calling, verification, scoring, CRM notes and sales handover support – so cost-per-lead becomes a number that actually means something.

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of seven disciplines
The Practical Problems

What this service actually fixes.

If two or more of these sound familiar, pre-sales lead qualification is leaking – and the leak is usually structural, not effort.

01

Volume up, revenue flat

Campaigns fill the CRM with names; the pipeline stays empty of buyers. The gap between the two is qualification.

02

Speed-to-lead measured in days

The buyer enquired with three competitors that afternoon. Whoever calls first frames the deal – and it is rarely you.

03

Closers doing telemarketing

Your best salespeople spend their day dialling unverified numbers instead of closing verified opportunities.

04

'Qualified' means whatever the report needs

No agreed definition, so every marketing-sales meeting is an argument about whose numbers are real.

05

CRM full of mystery contacts

Records with a name, a date and nothing else – no context, no score, no next step. Data that cannot be worked.

06

Follow-up dies after one attempt

One call, no answer, marked dead. Most contactable leads need five-plus attempts; almost nobody makes them.

Marketing celebrates the lead. Sales calls it junk. Both are right – because nobody defined the word.

What's Included

The work, in detail.

Three clusters, every item real. Scope is assembled from these at audit stage – built around your gap, not a package tier.

01

Definition & Design

Contractual qualification definition

'Qualified' agreed with your sales team and written down: budget, timeline, fit criteria per sector – signed before campaigns run.

Scoring framework

Points-based scoring on behaviour and firmographics so priority is systematic, not vibes.

Pipeline stage design

CRM stages rebuilt around how your sector actually buys – with entry and exit criteria that mean something.

Call scripts & playbooks

Qualification conversations designed per sector: the questions, the objections, the disqualifiers.

02

The Calling Operation

Speed-to-lead calling

New enquiries called inside the agreed SLA – because response time is conversion rate.

Verification & scoring calls

Every lead verified as real, scored against the definition, and annotated with context.

Multi-attempt cadence

Structured call/WhatsApp/email attempts until contact or genuine exhaustion – documented either way.

Appointment setting

Qualified opportunities booked directly into your closers' calendars with full context attached.

03

Handover & Intelligence

CRM notes that sell

Every handover carries the story: need, budget signal, timeline, objection, next step – no cold starts.

Disqualification intelligence

Why leads fail is fed back into campaigns weekly – the cheapest optimisation data you own.

Nurture routing

Not-yet leads routed into email nurture instead of the bin – recycled pipeline, not lost spend.

Pipeline value reporting

Cost per qualified lead and stage conversion reported honestly – the numbers both teams finally agree on.

The Full Deliverables List

Everything Pre-Sales Lead Qualification can include. Nothing you have to remember to ask for.

See something missing? Raise it at audit – if your channel needs it, it goes into scope.

Qualification definition workshopContractual definition documentLead scoring frameworkCRM pipeline stage designSector call scriptsObjection & disqualifier guidesSpeed-to-lead SLACalling desk operationMulti-attempt cadencesWhatsApp & email touchpointsVerification & scoringAppointment settingCalendar integrationContext-rich CRM notesDisqualification codingCampaign feedback loopNurture routingShow-up reminder flowsPipeline value reportingWeekly ops reportingMonthly commercial review
What We Usually Find

The four most common leaks in pre-sales lead qualification.

From audits across our six sectors – named honestly, because you might fix some of these without us.

The 48-hour first call

Average first-contact attempt two days after enquiry – after the buyer has already spoken to two competitors.

One-and-done dialling

80% of 'unreachable' leads received exactly one attempt, at the same time of day.

Definition by department

Marketing counts form-fills, sales counts meetings, the board counts neither – three dashboards, no truth.

Handovers with no story

Meetings booked with zero context, so the closer spends the first ten minutes re-qualifying – and the buyer feels it.

Our Approach

How pre-sales lead qualification gets done here.

Five stages, no improvisation – the sequence exists because skipping a stage always costs more than running it.

01

Define with sales

The qualification definition workshop: criteria, scoring, SLAs – signed by both teams.

02

Design the operation

Scripts, cadences, CRM stages and routing rules built for your sector's buying reality.

03

Stand up the calling desk

Trained callers live on your leads – speed-to-lead SLA enforced from day one.

04

Handover discipline

Context-rich handoffs, calendar-booked appointments, closers closing.

05

Feed the loop

Disqualification data back to campaigns weekly; definitions reviewed monthly; waste falls structurally.

The First 90 Days

What the sprint actually ships.

The full process →
Days 1–15

Definition & design

  • Qualification definition signed
  • Scoring framework agreed
  • Scripts & cadences written
  • CRM stages configured
Days 16–45

Operation live

  • Calling desk live on your leads
  • Speed-to-lead SLA enforced
  • First qualified handovers booked
  • Disqualification reasons flowing
Days 46–90

Optimise the funnel

  • Cost per qualified lead trending
  • Campaign feedback loop running
  • Nurture routing recycling not-yets
  • Sprint review on agreed criteria

Fixed scope, deliverables agreed before launch, and a retainer conversation only if the numbers earn it. That is how every engagement works.

Sector Judgment

How the six sectors change this work.

The 80% of pre-sales lead qualification is the same everywhere. This is the 20% that is not – one example per sector we serve.

Where This Is Heading

AI answers the phone. Judgment decides what counts.

Voice AI and auto-responders are making first contact instant and generic everywhere. What they cannot do is hold a real qualification conversation in your sector's vocabulary, hear the hesitation behind 'yes', or decide what your sales team's time is worth. We use automation for speed – and humans for the judgment the definition depends on.

What We Track

Reported like it matters. Because it does.

Cost per qualified leadSpeed-to-lead (minutes)Contact & qualification ratesShow-up rate on booked meetingsStage conversionDisqualification reasonsPipeline value handed to sales

Weekly operational numbers, monthly commercial review – the first reports marketing and sales will both sign.

No public rate cards – scope follows context, and context comes from the audit. Commercials are discussed openly at audit stage.

This is for you if

Right fit

  • Businesses generating leads that sales cannot keep up with – or will not touch
  • Teams tired of the marketing-versus-sales numbers fight
  • High-ticket sectors where one recovered deal pays for the quarter
Probably not if

Wrong fit – honestly

  • No lead flow yet – build generation first (we do that too)
  • You want a boiler-room script read at people
  • The sales team will not agree to any definition – the workshop fixes this or nothing will
Ways To Engage

Start small. Scale on evidence.

Model 01

90-Day Sprint

One channel, fixed scope, deliverables agreed upfront. How every Pre-Sales Lead Qualification engagement starts.

Model 02

Earned Retainer

Offered only when the sprint hits the criteria agreed before launch. Never assumed, never auto-renewed.

Model 03

Audit Only

A clear written picture of what to fix in this channel – yours to keep, whoever fixes it.

Pre-Sales Lead Qualification Questions

Asked before signing. Answered before asking.

If yours is not here, the audit call answers it directly – 30 minutes, no pitch.

Request Your Digital Marketing Audit →
Who does the actual calling?

Trained navayu callers on our in-house desk, working scripts designed per sector – with international voice experience and your brand's tone. You hear samples before we go live.

Does this replace our sales team?

No – it protects it. We verify, score and book; your closers close. The handover carries full context so their first minute is selling, not re-qualifying.

How fast do you contact new leads?

Inside the SLA we agree – typically minutes during working hours, never more than a few hours. Speed-to-lead is the single highest-leverage fix in most funnels.

What happens to leads that do not qualify?

They are documented (reason-coded) and routed: future-fit leads into nurture, poor-fit signals back to campaign targeting. Nothing useful goes in the bin.

Which CRMs do you work in?

Yours. We configure stages, scoring and notes in the system you already run – moving CRMs is almost never the first fix.

Can you handle international calling?

Yes – international voice processes are core to our operation, with language capability confirmed per engagement.

Next Step

Ask us to audit this channel.

Tell us where it hurts. A sector strategist reviews your submission, we talk for 30 minutes, and you get a written summary of the gaps – whether or not we work together.

  • Reviewed by a strategist who knows your sector
  • A written summary of gaps and next steps – yours to keep
  • The first fix we would make, named – with the reasoning

Request Your Digital Marketing Audit

A strategist replies within one working day.

No obligation, no pitch, no automated drip.

Received. Taking you to the next step…