Guide to building an automated grading and screening system
To address the ineffective communication faced by sales teams, a three-stage automated screening can be built with involve.me:
- Phase I: Basic eligibility screening: Flag high intent users through 4-5 mandatory questions (e.g., decision-making authority/budget range/time of need) using a weighted scoring system (e.g., budget share 40%)
- Phase II: Demand Deep Dive: Set up dynamic question branches to display multiple-choice questions on areas of specialization (e.g., "What SaaS functionality modules are of most interest to you") for users who have passed the initial screening process.
- Stage 3: Direct Appointment Triage: Integration of calendar tools (e.g. Calendly), users who meet the criteria go directly to the appointment interface, other users go to the nurturing process
Data linkage solution: Automatically synchronize the screening results to CRM (e.g. HubSpot) and create corresponding follow-up tasks for different levels of customers. Practical cases show that this method can reduce the ineffective communication time of sales 70%.
This answer comes from the articleinvolve.me: an online tool for creating interactive content to boost conversionsThe
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