SMS lead qualification
A new lead answers three or four approved questions by text, so the team calls with the job type, location, and timing already in the record.
Someone calls back a lead and spends the first five minutes finding out it is a rental in another county, or a service you do not offer. Multiply that by every lead this month.
- 01Trigger
Lead arrives or replies
A new lead is created, or someone answers an earlier text.
- 02Qualify or process
Ask, then listen
One approved question at a time; each answer is parsed into a field with the raw text kept.
- 03System update
Fill the record
Fields updated, status set to qualified, needs review, or out of scope, call task opened.
- 04Customer communication
Three or four texts
Short, in the company's voice, during business hours, never a price.
- 05Human escalation
A person picks up the thread
Any question from the lead, or the end of the list, hands the conversation to the rep.
- 06Measurement
Watch completion
Leads texted, questions answered, qualified versus out of scope, and time to the first call, weekly.
Best for
- Businesses with a defined service area and a short list of services
- Teams where reps spend too much of the callback on basic questions
- Offices that already text leads and want the texts to do more
Trigger
A new lead is created, or a caller replies to a missed-call or after-hours text.
Inputs
- The lead record and the channel they came in on
- The approved question list, in order, with the field each answer fills
- The service area and the list of services offered
- Business hours, so the questions do not go out at 2am
Actions
- Send the questions one at a time, waiting for each reply before the next
- Save each answer to the matching CRM field, with the raw text kept alongside
- Mark the lead as qualified, needs review, or out of scope by the business's rules
- Open a call task for the rep with the answers at the top
- Stop the moment the lead asks a question of their own and hand the thread to a person
Outputs
- CRM fields filled in before the first call
- A qualification status a rep can sort by
- A text thread a person can pick up mid-conversation
Human handoff
The sequence asks only the approved questions and stops. The moment the lead asks anything, a person takes the thread. No prices are quoted and no appointments are promised.
Exceptions
- A lead who asks a question instead of answering one ends the sequence and gets a person
- A reply of stop is honored immediately and the lead is marked do-not-text
- An address outside the service area gets one approved polite message and is closed with a reason
- No reply after the set wait opens a normal call task so the lead is not lost
Required access
- CRM access to create custom fields and update contacts
- A registered business texting number
- Approval of every question and every message before go-live
Important limitations
- People answer in fragments, so the field mapping is a best guess and the raw text is always kept
- Business texting requires carrier registration (A2P 10DLC) before the first message can go out
- For law firms and clinics the questions stay at matter type and contact details; nothing that resembles legal or clinical advice is asked or given
- GoHighLevel
- Twilio
- HubSpot
- Jobber
- GoHighLevel
- Twilio
- HubSpot
- Jobber
About one to two weeks, including carrier registration for the texting number
$2,000 to $5,000
The range for the tier this workflow usually falls in. Your number comes in a written scope. Pricing →
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