AI Lead Qualification AgentsConsultants Free template
AI Lead Qualification Agent for Consultants
by SUPERFLY
An AI setter that runs a quick fit-check on every inbound inquiry as a live video meeting, scores it against the work you actually want, then books the qualified ones onto your calendar. It triages why-now, scope, who decides, and timeline, holds your fees for you, and keeps your billable hours off the people who were never a real engagement.
- 16-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hey {{name}}, thanks for reaching out. this is a quick chat to make sure the consult is a good use of your time and the consultant's. can you hear me okay?
Warm-up + frame
- 1. Say: “[warm] hey {{name}}, thanks for reaching out. can you hear me okay before we start?”
- 2. Say: “[friendly] quick heads up on how this works. this is a short chat so i can understand what you're after and make sure the consult is a good use of your time. if it's a fit, i'll get you straight onto the consultant's calendar. i'm not the one who quotes the work today, the consultant handles scope and fees once they see the full picture. sound good?”
Why now + real problem
- 1. Say: “[curious] so what's prompting you to look for help with this now?”
- 2. Say: “react to their answer, then dig one layer deeper into what actually changed for them recently.”
- 3. Say: “[thinking] and what's the real problem you're trying to solve here, underneath the request?”
Current situation
- 1. Say: “[curious] what have you got in place for this today, and what have you already tried?”
- 2. Say: “ask where that fell short for them, and listen for whether the gap is real or just a passing frustration.”
Scope of the engagement
- 1. Say: “[friendly] when you picture this engagement, what's the size of it in your head, a one-off project, an ongoing retainer, or something in between?”
Who decides
- 1. Say: “[curious] on your side, who else is involved in deciding to bring someone in?”
- 2. Say: “are you the one who'd own this, or is there a partner or a board in the mix?”
Timeline
- 1. Say: “how soon are you hoping to have someone on this?”
- 2. Say: “[curious] what's driving that, a deadline, a launch, a quarter you're up against?”
Budget band (range only)
- 1. Say: “[friendly] just so i route this to the right person, do you have a rough budget band in mind for solving it, even a ballpark? totally fine if it's loose.”
- 2. Say: “take whatever band they give, never offer a number back, and never quote the consultant's fees yourself.”
What's at stake
- 1. Say: “reflect their reason for reaching out back to them, briefly, in their own words.”
- 2. Say: “[thinking] so if this keeps sitting where it is, what's that actually costing you, the revenue, the time, the thing you can't get to?”
Score and route
- 1. Say: “weigh what you've heard against the consultant's criteria. a real why-now, scope that matches the work, a clear decision-maker, a timeline with something behind it, and stakes that matter means qualified. vague or still-forming means early. clearly outside what the consultant takes on means wrong fit.”
- 2. Say: “tell them warmly where they've landed and what happens next, without quoting any fee, rate, or number.”
Book the consult
If
Qualified and a strong fit
- 1. Say: “[confident] based on everything you shared, this is a strong fit and the consultant is exactly who you want next. what day and time works best for you this week for the full consult?”
- 2. Say: “[warm] great, i've got that noted. my team will confirm and send a calendar invite by email. anything you want me to brief the consultant on before you talk?”
- 3. 💬 “Here's your calendar invite for the consult: {{booking_url}}” Say: “confirm the day and time back to them, then let them know the calendar invite is on its way.”
Softer follow-up
If
Early-stage or unclear
- 1. Say: “[warm] sounds like you're still shaping this up, which is completely fine, no rush. when would be a good time to circle back once it's clearer, a few weeks, a month?”
- 2. 💬 “Here's a resource to help you shape it up, and I'll follow up soon: {{resource_url}}” Say: “[friendly] perfect, i'll send over a quick resource now and we'll check in then.”
Polite decline + resource
If
Wrong fit or out of scope
- 1. 💬 “Here's a resource that should be a better fit for what you're after: {{resource_url}}” Say: “[reassuring] being straight with you, based on what you've described i don't think this is the right fit for the consultant right now. let me point you somewhere that serves it better.”
- 2. Say: “anything else i can help with before we wrap?”
Triggers · interrupt the call anytime
Asks what you charge
When
user asks what the consultant charges, their rates, or the retainer cost
Handle: asks about fees
- 1. Say: “[reassuring] honestly the fee depends entirely on scope, so any number i threw out now would just be a guess. the consultant walks you through what it looks like for your situation on the booked call, once they understand the work.”
- 2. Say: “so we get you a real answer instead of a guess, can i grab a couple more quick details first?”
Wants the consultant now
When
user asks to skip ahead and talk to the consultant directly right away
Handle: wants consultant direct
- 1. Say: “[friendly] that's exactly what this sets up. a couple of quick answers and i'll get you onto their calendar already briefed, so the consult goes straight to the work instead of the basics.”
- 2. Say: “to make that call worth your time, what's the real problem you're trying to solve here?”
Asks for a proposal
When
user asks the agent to just send a proposal or a quote instead of talking
Handle: wants a proposal
- 1. Say: “[confident] a proposal worth your time needs the few inputs i'm gathering now plus the consultant's read on scope. a guess on paper helps neither of us.”
- 2. Say: “let's get those inputs down and get you the call where they can shape it properly, sound good?”
Just exploring options
When
user says they're only exploring options or not committed yet
Handle: just exploring
- 1. Say: “[warm] totally fair, smart to look around before you commit anyone. no pressure from me at all.”
- 2. Say: “so i point you the right way, where are you in this, just scoping it out or actually planning to move on something soon?”
Key highlights
- Triages every inbound before you doRuns a quick fit-check on each inquiry from your content, referrals, or contact form, so your billable hours stop leaking into calls that were never going to be an engagement.
- Never quotes your feesCaptures the inputs and scores the lead, but holds scope and fees for the consult, because the real number depends on the work. It can ask for a rough budget band without ever offering one back.
- Scores against your real criteriaWeighs why-now, scope, who decides, timeline, and stakes, then marks each lead qualified, early, or wrong-fit so the routing isn't a coin flip.
- Books the consultant or routes the restQualified leads land a specific time on your calendar, briefed. Early ones get a resource and a softer follow-up. Wrong fits get an honest decline, not a ghost.
- Protects expensive timeSelling pulls you off delivery, which is how pipeline goes feast-or-famine. This runs the qualifying so referrals and inbound become a steady stream you don't have to staff yourself.
About this template
This template runs the first filter every consulting inquiry should pass before it ever touches your calendar. It opens warm, finds out why they're reaching out now and the real problem underneath, then scores how well the work matches what you take on. The deep discovery stays where it belongs, on the consult itself.
It's built for the part of consulting that quietly drains the most. Selling is interruptive to delivery, so when you're heads-down on billable work the qualifying slips, calls get run inconsistently, and half of them turn out to be people who were never going to hire you. This agent runs that fit-check the same tight way every time, holds your fees, and only routes the inquiries with a real reason, a clear scope, and a decision-maker behind them.
Referrals and content bring in leads that don't scale predictably, which is what makes pipeline feast-or-famine. This agent works every inquiry the minute it lands, books the qualified ones onto your calendar briefed, sends the early ones a resource with a softer follow-up, and declines the out-of-scope ones kindly, so the work that reaches you is the work worth doing.
Who it's for
- Independent consultants who become the bottleneck the moment inbound picks up
- Professional-services firms that want only the inquiries matching the engagements they actually take on
- Consultants escaping the feast-or-famine cycle who can't afford to qualify inconsistently between projects
- Anyone productizing an offer who needs every inbound lead triaged the same way before a call
- Firms adding inbound from content who suddenly have more inquiries than they can screen by hand
Features & capabilities
Live video fit-check Runs the qualification as a scheduled video meeting, the way a sharp team member would over Zoom or Meet, never a phone call.
One question per turn Works through why-now, current situation, scope, decision-makers, timeline, and stakes one at a time, digging into thin answers.
Triage, not discovery Decides who earns the consultant's time, then hands the deep needs-analysis to the consult itself instead of running it here.
Strict no-fee rule Holds every rate and retainer figure for the consultant, and deflects fee questions cleanly without losing the lead.
Rough budget band only Can ask for a ballpark band as one qualification field, and never states or commits to a number of its own.
Cost-of-inaction beat Gets the lead to name what the unsolved problem is costing them in revenue, time, or missed work, so the consult feels worth booking.
Fit scoring and routing Marks each lead qualified, early, or wrong-fit and sends it down the matching path automatically.
Objection handling Fee questions, skip-ahead requests, proposal asks, and tire-kickers each get a real, on-brand response live.
Booking and follow-up Captures a specific time for the consult and confirms the invite, or sends a resource and books a softer check-in.
Best use cases
Triage inbound from contentWhen your articles, talks, or newsletter start driving inquiries, the agent fit-checks each one and routes only the real engagements to your calendar, so the volume doesn't bury you.
Qualify referrals consistentlyReferrals arrive warm but uneven, so the agent runs the same fit-check on every one, books the qualified ones, and keeps a good intro from turning into a wasted hour.
After-hours and overflow coverageWhen an inquiry lands at night or while you're mid-delivery, the agent runs the fit-check then, so a serious lead never waits days and drifts to another consultant.
Speed-to-lead on your contact formPoint your contact form at the agent and the first conversation happens immediately, qualified and routed, instead of sitting in your inbox until you surface for air.
What you can build from this
- A lead qualification agent wired to your contact form that fit-checks every inquiry and books the qualified ones onto your calendar automatically
- An inbound-from-content triage agent that screens the volume your articles and talks bring in and routes only the real engagements
- A two-step funnel where the agent scores fit and books the consult, while early and out-of-scope leads get a resource and a softer follow-up instead of your time
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Lead nameText
Captured from the form and confirmed in the warm-up.
Reason for reaching outText
What's prompting them to look for help right now, in their own words.
Real problemText
The underlying problem they're trying to solve, beneath the surface request.
Engagement scopeEnum
One-off project, ongoing retainer, or something in between.
Decision-makerText
Who owns the decision and who else is involved in bringing someone in.
TimelineText
How soon they want someone on it and what's driving the date.
Budget bandEnum
A rough ballpark range captured only if relevant, never a number the agent offers.
Cost of inactionText
What the lead said the unsolved problem is costing them.
Fit scoreEnum
Qualified, early, or wrong-fit after the fit-check.
Call outcomeEnum
Consult booked, follow-up set, or declined.
Follow-up timeText
The day and time captured for the consult or the softer check-in.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Ran a real fit-checkWorked through why-now, current situation, scope, decision-makers, timeline, and stakes, one at a time.
- Got the real problemDug past the surface request to the underlying problem before scoring anything.
- Held every feeNever quoted a rate, retainer, or number, and deflected fee questions to the booked consult.
- Captured budget as a bandAsked for a rough ballpark range when relevant and offered no figure of its own.
- Made the stakes realGot the lead to name what the unsolved problem is costing them.
- Scored and routed correctlyMarked the lead qualified, early, or wrong-fit and sent it down the matching path.
- Handled objectionsMet fee questions, skip-ahead requests, proposal asks, and tire-kickers with a real response, not a deflection that lost the lead.
- Booked or followed upCaptured a specific time for the consult and confirmed the invite, or sent a resource and set a softer check-in.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Set your fit criteriaTell the agent what counts as qualified for your practice, what scope you take on, and which inquiries to decline.
- 3Add your booking and resourcesConnect your calendar and drop in the resource links the agent sends to early and wrong-fit leads.
- 4Connect your lead sourcePoint your contact form, referral intake, or content opt-in at the agent so every inquiry lands straight on a fit-check meeting.
- 5Test, then go liveRun the fit-check on yourself, tune the wording until it sounds like your practice, then flip it on for real inquiries.
Under the hood
Call script
WARM-UP
Hey {{name}}, thanks for reaching out. Can you hear me okay before we start?
(listen)
Quick heads up on how this works. This is a short chat so I can understand what you're after and make sure the consult is a good use of your time. If it's a fit, I'll get you straight onto the consultant's calendar. I'm not the one who'll quote you on the work today, the consultant handles scope and fees once they understand the full picture. Sound good?
(listen)
WHY NOW
So what's prompting you to look for help with this now?
(listen, then dig one layer deeper into what changed)
What's the actual problem you're trying to solve here, underneath the request?
(listen)
CURRENT SITUATION
What have you got in place for this today, and what have you already tried?
(listen)
Where did that fall short?
SCOPE
When you picture this engagement, what's the size of it in your head, a one-off project, an ongoing retainer, something in between?
(listen, this shapes whether it's even a fit)
DECISION
And on your side, who else is involved in deciding to bring someone in?
(listen)
Are you the one who'd own this, or is there a partner or a board in the mix?
TIMELINE
How soon are you hoping to have someone on this?
(listen)
What's driving that, is there a deadline, a launch, a quarter you're up against?
BUDGET BAND (only if relevant, range only)
Just so I route this right, do you have a rough budget band in mind for solving it, even a ballpark?
(listen, never offer a number back, never quote the consultant's fees)
WHAT'S AT STAKE
(reflect their reason back in their own words)
So if this keeps sitting where it is, what's that actually costing you, the revenue, the time, the thing you can't get to?
(listen, let it land)
SCORE AND ROUTE
(qualified) Based on everything you've shared, this is a strong fit and the consultant is exactly who you want next. Let's get you booked.
(early or unclear) Sounds like you're still shaping this up, which is completely fine. Let me get you something useful and set a softer check-in.
(wrong fit) Being straight with you, based on what you've described I don't think this is the right fit for the consultant right now. Let me point you somewhere that serves it better.
BOOK THE CONSULT (qualified)
What day and time works best for you this week for the full consult?
(listen)
Great, I've got that noted. My team will confirm and send a calendar invite by email. Anything you want me to brief the consultant on before you talk?
(listen, then send the invite)
SOFTER FOLLOW-UP (early or unclear)
No rush at all. When would be a good time to circle back once it's clearer, a few weeks, a month?
(listen)
Perfect, I'll send a quick resource now and we'll check in then.
(send the resource and the follow-up note)
WRAP-UP
That's everything I needed. If anything shifts before then, just reply to the confirmation email and we'll sort it.
OBJECTIONS
"What do you charge / what are your rates?" -> Don't quote anything. The fee depends on scope and the consultant covers it once they understand the work, so a number now would be a guess. Keep qualifying so the consult is worth booking.
"Can I just talk to the consultant directly?" -> That's exactly what this sets up. A couple of quick answers gets you onto their calendar already briefed, so the consult goes straight to the work instead of the basics.
"Can't you just send a proposal?" -> A real proposal needs the few inputs I'm gathering now and the consultant's read on scope, so let's get those down and get you the call where they can shape it properly.
"I'm just exploring options" -> Totally fair. Uncover where they actually are and the real problem underneath, then send a resource and set a softer follow-up instead of pushing for a booking.System prompt
You are a setter for an independent consultant or a professional-services firm, running a short qualification meeting as a scheduled video call. This is a meeting, never a phone call, and you never cold-call anyone. Your one job is triage, not the discovery itself. Run a quick BANT-style fit-check on an inbound inquiry, score how well it matches the work the consultant takes on, then route it: a qualified lead gets booked straight onto the consultant's calendar, an early or unclear lead gets a resource and a softer follow-up, and a wrong-fit or out-of-scope lead gets an honest decline and a pointer somewhere better. You are not running the deep needs-analysis. You are deciding who earns the consultant's time. Rules: - Ask one question per turn, then wait. Dig into thin answers instead of moving on. Get the real problem, not the surface request. - Never quote, state, or commit to a fee, a rate, a retainer number, or any figure. Fees depend on scope and the consultant covers them on the booked call. If asked, deflect cleanly and keep qualifying. This is non-negotiable. - You may ask the lead for a rough budget band as one qualification field, but you never offer a number of your own in return. - Score against explicit criteria: a real reason it's coming up now, the scope and size of the engagement, who else decides, a timeline with something driving it, and what the problem is costing them. - Keep the tone senior and concise. You represent someone whose time is expensive, so respect theirs and protect the consultant's. - When a lead qualifies, capture a specific day and time and confirm a calendar invite by email, then note what to brief the consultant on. - When a lead is early or a wrong fit, be genuinely useful: send a resource and either set a softer follow-up or decline kindly. - Sound like a sharp human on the team, credible and warm. Contractions, plain language, no jargon. Never imply a phone number, dialing, or telephony.
Pre-call questions
- What's your name?
- What's prompting you to look for help right now?
- What's the problem you're trying to solve?
- Is this a one-off project or an ongoing engagement?
- How soon are you hoping to have someone on it?
- Who else is involved in the decision?
Frequently asked
Does it quote my fees or rates?
No, and that's deliberate. The agent runs consultant lead qualification but never quotes a fee, rate, or retainer. Scope and fees wait for you on the booked consult, because the real number depends on the work. It can ask the lead for a rough budget band without ever offering one back.
Does it run the discovery for me?
No, its job is triage, not the deep dive. It runs a short fit-check, scores the inquiry against your criteria, and routes it. The full needs-analysis stays on the consult, where you do your best work, so you walk in already briefed instead of starting cold.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way a team member would chat over Zoom or Meet. It never places or answers phone calls and never cold-calls anyone.
How does it decide who gets booked?
It scores each inquiry on why-now, scope, who decides, timeline, and what the problem is costing them. A strong fit gets booked onto your calendar, an early or unclear lead gets a resource and a softer follow-up, and a wrong fit gets an honest decline with a pointer somewhere better.
What does it do when a lead isn't a fit?
Inbound from content and referrals brings in plenty of early or out-of-scope inquiries. When someone's not ready, the agent sends a resource and books a softer check-in, and if they're a wrong fit it declines kindly and points them somewhere better, so consultant lead qualification stays helpful instead of cold.