Qualifying a lead on WhatsApp means asking the few facts your team needs before they spend a call, and writing those facts down as the person answers. The chat does the sorting. A person does the closing.
A long form feels wrong in WhatsApp. A single “we will call you” wastes the moment they were ready to talk. Three questions sit in between.
The three questions that matter
Pick the three that change what happens next. For most businesses they are:
- What they want. A 2BHK, a cleaning, a weekend batch, a test drive.
- The constraint. Budget, locality, or the date they need it.
- Timing. When they can talk, visit, or start.
If the answer does not change the next step, do not ask it in the first thread. A property team needs budget and locality before a site visit. A salon needs the service and a time. A coaching desk needs the course and the batch. The matching playbooks spell those out for real estate, car dealers, and interior designers.
Ask with quick replies when you can. People finish a tap faster than they finish a paragraph, and the answer is easier to file.
How to score without a complicated model
You do not need a points engine on day one. Three buckets are enough:
- Hot. They named what they want, they are inside the budget or area you serve, and they picked a time.
- Warm. Two of those are true, and one is missing. Follow up once with the missing question.
- Not now. They are outside the budget, the area, or the service you offer. Say so plainly and stop the sequence.
The point of the score is to protect the calendar. Hot leads get a person today. Warm leads get one follow-up. Everyone else does not get a 20-minute call.
When a human should take over
Hand the thread over when the person asks for a price you have not pre-approved, when they are upset, or when the question needs a judgment the script does not have. A clinic should not let a bot interpret symptoms. An insurance advisor should not let a bot recommend a policy. Qualification is allowed to collect the brief. Advice stays with a person.
Write the answers to the lead record before the handoff. The colleague who joins should not ask “what’s your budget?” again.
A script you can copy
Open with one line that says you can help and asks the first question. After each answer, ask the next. When the three are in, offer a time. If they are not a fit, say what you do serve and stop.
That script is the whole system. Software such as ConverseWith runs it at any hour and files the row. The wording should still sound like your desk, not like a generic bot.
Questions about qualifying on WhatsApp
How do you qualify a lead on WhatsApp?+
Ask the few facts a person needs before a call, usually budget, timing, and what they want. Score the replies, and let a human take over only when the lead matches.
How many questions should a WhatsApp qualification have?+
Three is enough for most small businesses. More than that and people leave the chat. Put niche questions on the call.
Where should the answers go?+
Onto a lead record the team can see, and into Google Sheets if that is where the pipeline lives. The chat should not be the only copy of the budget and the timing.
Put your three questions in the chat
We will map the script you already use on calls. The first 14 days are free.
Talk to us