Qualification and Data Capture

Lessons

• Choosing the minimum data needed to qualifytextOpen
• Asking for email, phone, or WhatsApp at the right momenttextOpen
• Building a practical fit score from chat signalstextOpen
• Capturing firmographic data without sounding like a formtextOpen
• Distinguishing urgency from real buying readinesstextOpen
• Confirming accuracy before passing data to salestextOpen
• Tagging conversations for smarter follow-uptextOpen
• Designing progressive profiling across repeat visitstextOpen