Answer inbound
Answer inbound replies to every new Lead in writing at once and carries the buyer to a Quote and a signature.
Trigger
Runs on Lead.created. Part of Inbound sales, run by the Sales Team.
Steps
- Answer the Lead in writing within 5 minutes.
- Qualify the Lead against the ICP.
- Show coverage on the buyer’s own sample before any charge.
- Book a Meeting with a sandbox loaded with that sample when the buyer asks for one.
- Open a Deal with a Quote from list Price, inside the discount Limit.
- Send click-to-sign terms. It waits 1 business hour first.
Outputs
Example
A litigation-support firm fills the demo Form of a court-filings API at 10:02. By 10:04 the Sales Lead has replied, parsed five of the firm's own dockets, and sent a Quote for the $400 plan.