AI Lead Qualification AgentsDirect Response Marketers Free template
AI Lead Qualification Agent for Direct-Response Marketers
by SUPERFLY
An AI setter that meets every funnel lead as a live video fit-check, scores them on intent, ability to invest, and timeline, then sends only the qualified ones to your closer. It protects cost-per-booked-call and closer hours by nurturing the early ones and declining the tire-kickers, all without ever quoting your offer's price.
- 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}}, glad you made it. this is a quick chat to see if a call with our team is even the right move for you, then I'll get you to the right spot. can you hear me okay?
Warm-up + frame
- 1. Say: “[warm] hey {{name}}, glad you made it. can you hear me okay before we start?”
- 2. Say: “[friendly] quick heads up on how this works. this is a short chat to make sure a call with our team is actually worth your time, and if it looks like a fit i'll get you booked with one of our closers for the full conversation. i won't throw a price at you today, that's the closer's job once they get your situation. sound good?”
Why now + what they came for
- 1. Say: “[curious] so what was it that made you put your details in? what result were you hoping to get?”
- 2. Say: “react to their answer, then dig one layer deeper into the real outcome they're after, not just the surface ask.”
- 3. Say: “[curious] and why now? what changed that made you start looking at this?”
Ask Questions
- · Walk me through where you're at with this right now, what's the picture today?
- · What have you already tried to fix it?
How serious / ready
- 1. Say: “[friendly] if the right thing landed in front of you, are you in a spot to actually move on it, or are you still gathering info?”
- 2. Say: “read their intent honestly from the answer. if they hedge, gently ask what would need to be true for them to move.”
Ability to invest (band only)
- 1. Say: “[reassuring] when people solve this properly it's an investment, not a freebie. just so i point you the right way, do you have a rough range in mind you'd be comfortable putting toward getting this handled?”
- 2. Say: “take whatever band they give you. never state a price or number yourself, and never react to their range as too high or too low. just note it and move on warmly.”
Timeline
- 1. Say: “if this all made sense, how soon would you want to get going?”
- 2. Say: “[curious] is anything driving that, a launch, a deadline, a season you're trying to hit?”
Who else decides
- 1. Say: “[friendly] is this all you, or is there a partner or anyone else who'd weigh in on a yes?”
What's at stake
- 1. Say: “reflect the result they came in for back to them, briefly, in their own words.”
- 2. Say: “[thinking] so if nothing changes and this stays stuck, what's that actually costing you over the next few months?”
Score and route
- 1. Say: “weigh what you heard. a clear result they want, real intent to move, a workable budget band, a live timeline and decision authority means qualified. interested but early, vague, or no real timeline means nurture. clearly outside what this offer serves, or no ability to invest at all, means wrong fit.”
- 2. Say: “tell them warmly where they've landed and what happens next, without quoting or hinting at any price.”
Book the closer
If
Qualified and a good fit
- 1. Say: “[confident] based on everything you shared, this is a real fit and a closer is exactly who you want next. what day and time works best for you this week for the full call?”
- 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 pass along to the closer so they're ready for you?”
- 3. 💬 “Here's your calendar invite for the call with our closer: {{booking_url}}” Say: “confirm the day and time back to them, then let them know the calendar invite is on its way.”
Nurture (early)
If
Interested but early, not ready yet
- 1. Say: “[warm] sounds like you're a little earlier in this than a full call would suit, which is totally fine, no rush. when would be a good time to circle back, a couple of weeks, a month?”
- 2. 💬 “Here's a quick guide to get you further along, and I'll follow up soon: {{resource_url}}” Say: “[friendly] perfect, i'll send over a quick resource now so you're further along when we talk, and we'll check in then.”
Polite decline + resource
If
Wrong fit for this offer
- 1. 💬 “Here's a resource that should be a better fit for where you're at: {{resource_url}}” Say: “[reassuring] being straight with you, from what you've shared i don't think a call with our team is the right move for you right now. let me point you somewhere that fits better.”
- 2. Say: “anything else i can help with before we wrap?”
Triggers · interrupt the call anytime
Asks for the price
When
user asks how much it costs, what the price is, or whether there's a payment plan
Handle: asks for price
- 1. Say: “[reassuring] totally fair question, and i wish i could just give you a clean number. honestly it depends on your situation, so anything i said would be a guess. that's the first thing the closer walks you through on the booked call, once they actually understand what you need.”
- 2. Say: “so we get you to the right answer, can i grab a couple more quick details first?”
Just wanted the free info
When
user says they only wanted the free thing, they're just looking, or just browsing
Handle: just looking
- 1. Say: “[warm] no pressure from me at all, the free stuff is yours either way. i just want to point you somewhere useful instead of wasting your time.”
- 2. Say: “so i get it right, what's the actual result you were after when you grabbed it?”
Wants the closer now
When
user asks to skip ahead and talk to a real person or the closer right away
Handle: wants the closer now
- 1. Say: “[friendly] that's exactly what this sets up. a couple of quick answers and i'll get you straight onto the right closer's calendar so they're ready for you, not starting from zero.”
- 2. Say: “to make that call actually useful, what's the result you're hoping to get out of this?”
Is this just a pitch
When
user asks if this is just another sales pitch or push
Handle: is this a pitch
- 1. Say: “[reassuring] fair to ask, you've probably had your fill of those. this is just a quick fit-check to see if a call with our team is even worth your time. if it's not, i'll tell you straight and point you elsewhere.”
- 2. Say: “with that out of the way, mind if i ask a couple of quick questions to figure out where you're at?”
Key highlights
- Scores fit before your closer ever picks upReads intent, ability to invest, and timeline on every funnel lead, so only the ones worth a closer's hour land on the calendar. Your cost-per-booked-call stops paying for browsers.
- Never quotes your priceHolds every number for the closer and deflects price questions without losing the lead, so the offer gets framed properly instead of judged cold off a figure.
- Triages by traffic qualityPaid traffic pulls a wide mix, and this agent sorts the real buyers from the free-thing grabbers the moment they show up, protecting your closer's time and your ROAS.
- Asks the budget band, not the priceGets a rough range they're comfortable investing, with no figure ever stated by the agent, so you route on real ability without poisoning the offer.
- Books the qualified, nurtures the restQualified leads get a specific slot with your closer. Early ones get a resource and a softer follow-up. Wrong fits get a kind decline, not a no-show that burns spend.
About this template
This template runs the first conversation every paid-traffic lead should have before a closer touches it. It opens warm, finds out what result they opted in for and why now, reads how ready they really are, and captures the few things your closer needs to walk in already up to speed.
It's built for the math that runs a direct-response funnel. When you're scaling spend, half the leads off a cold ad were never going to buy, and a closer burning hours on them quietly wrecks your cost-per-booked-call. So this agent scores intent, budget band, and timeline first, and only the real ones get a slot.
It also protects the number that decides your ROAS, the show-rate. Browsers who book and ghost are what turn a profitable funnel upside down, so this agent declines the wrong fits to their face, nurtures the early ones with a resource and a softer follow-up, and sends your closer a calendar full of leads who actually plan to show.
Who it's for
- Direct-response marketers running paid traffic to a call funnel who can't staff setters against the volume
- Closers buried in unqualified booked calls who only want leads with real intent and a budget band
- Media buyers watching cost-per-booked-call climb as they scale spend on a winning offer
- Teams testing a new offer or funnel who need leads triaged fast before the spend ramps
- Funnel owners losing ROAS to no-shows and browsers who book a call and never plan to buy
Features & capabilities
Live video fit-check Runs the qualification as a scheduled video meeting, the way a sharp setter would over Zoom or Meet, never a phone call.
One question per turn Works through why-now, current situation, intent, budget band, timeline, and decision authority one at a time, digging into thin answers.
Intent and readiness read Probes how ready they are to actually move, so a curious browser doesn't get scored the same as a buyer.
Budget band, never a price Asks for a rough range they'd invest and records it, while the agent itself never states or hints at any number.
Strict no-price rule Holds the offer's price, payment plans, and every figure for the closer, and deflects price questions without dropping the lead.
Cost-of-staying-stuck beat Gets the lead to name what the unsolved problem costs them over the next few months, so the booked call carries real urgency.
Lead scoring and routing Marks each lead qualified, early, or wrong-fit and sends it down the matching path automatically.
Objection handling Price questions, free-info grabbers, skip-ahead requests, and is-this-a-pitch pushback each get a real response live.
Booking and follow-up Captures a specific time for the closer and confirms the invite, or sends a resource and books a softer check-in.
Best use cases
Qualify cold-traffic opt-insWhen a lead opts in off a paid ad, the agent meets them right away, scores intent and budget band, and routes only the real buyers to your closer so you stop paying for dead calls.
Protect closer time at scaleWhen you ramp spend and bookings flood in, the agent triages every one, so your closers spend their hours on qualified leads instead of free-info grabbers.
Triage a new offer test fastWhen you're testing a fresh funnel, the agent qualifies each lead the minute it lands, so you learn who's actually buying before you pour more budget in.
Catch leads the second they convertPoint your opt-in or booking form at the agent and the fit-check happens immediately, qualified and routed, instead of a lead cooling off in a queue.
What you can build from this
- A lead qualification agent wired to your funnel's opt-in form that scores fit and routes only the qualified to your closer
- A traffic-triage layer that sorts cold-ad leads by intent and budget band before they ever reach a setter or closer
- A two-step funnel where the agent qualifies on intent, ability to invest, and timeline, then books only the real buyers onto your closer's calendar
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 funnel form and confirmed in the warm-up.
Result they came forText
The outcome they opted in to get, in their own words.
Why nowText
What changed that made them start looking at this.
Current situationText
Where they're at today and what they've already tried.
Intent levelEnum
Ready to move, gathering info, or just looking, read from their answers.
Budget bandEnum
The rough range they'd invest to solve this, captured as a band only with no price ever stated.
TimelineText
How soon they'd want to get going and what's driving the date.
Decision authorityYes/No
Whether they decide alone or a partner is part of the yes.
Lead scoreEnum
Qualified, early, or wrong fit after the fit-check.
Call outcomeEnum
Closer booked, nurture set, or declined.
Follow-up timeText
The day and time captured for the closer 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, intent, budget band, timeline, and decision authority, one at a time.
- Read intent honestlySeparated a ready buyer from a curious browser instead of scoring everyone the same.
- Held every numberNever quoted, hinted at, or committed to the offer's price, and deflected price questions to the booked call.
- Captured budget as a bandGot a rough range only, with no figure ever stated by the agent.
- Made the stakes realGot the lead to name what staying stuck would cost them over the coming months.
- Scored and routed correctlyMarked the lead qualified, early, or wrong-fit and sent it down the matching path.
- Handled objectionsMet price questions, free-info grabbers, skip-ahead requests, and is-this-a-pitch pushback with a real response.
- Booked or followed upCaptured a specific time for the closer 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 routing rulesTell the agent what counts as qualified for your offer, which closer to book, and what makes a lead early versus a wrong fit.
- 3Add your booking and resourcesConnect your closer's calendar and drop in the resource links the agent sends to early and wrong-fit leads.
- 4Connect your funnelPoint your opt-in or booking form at the agent so every paid-traffic lead lands straight on a fit-check meeting.
- 5Test, then go liveRun the fit-check on yourself, tune the wording until it sounds like your team, then flip it on for real traffic.
Under the hood
Call script
WARM-UP
Hey {{name}}, glad you made it. Can you hear me okay before we start?
(listen)
Quick heads up on how this works. This is a short chat to make sure a call with our team is actually worth your time, and if it looks like a fit I'll get you booked with one of our closers for the full conversation. I'm not going to throw a price at you today, that's the closer's job once they understand your situation. Sound good?
(listen)
WHY NOW / WHAT THEY CAME FOR
So what was it that made you put your details in? What result were you hoping to get?
(listen, dig one layer deeper into the real outcome they want)
And why now? What changed that made you start looking at this?
(listen)
CURRENT SITUATION
Walk me through where you're at with this right now. What's the picture today?
(listen)
What have you already tried to fix it?
(listen, this tells you how serious and how informed they are)
HOW SERIOUS / READY
If the right thing landed in front of you, are you in a spot to actually move on it, or are you still gathering info?
(listen, read intent honestly here)
ABILITY TO INVEST (band only, never a price)
When people solve this properly, it's an investment, not a freebie. Just so I point you the right way, do you have a rough range in mind you'd be comfortable putting toward getting this handled?
(listen, take a band, never state a number yourself, never react to it as too high or too low)
TIMELINE
If this all made sense, how soon would you want to get going?
(listen)
Is anything driving that, a launch, a deadline, a season you're trying to hit?
WHO ELSE DECIDES
Is this all you, or is there a partner or anyone else who'd weigh in on a yes?
(listen)
WHAT'S AT STAKE
(reflect the result they came in for back in their own words)
So if nothing changes and this stays stuck, what's that actually costing you over the next few months?
(listen, let it land)
SCORE AND ROUTE
(qualified) Based on everything you've shared, this is a real fit and a closer is exactly who you want next. Let's get you booked.
(early / not serious) Sounds like you're a little earlier in this than a full call would suit, which is totally fine. Let me get you something useful and we'll check back in.
(wrong fit) Being straight with you, from what you've shared I don't think a call with our team is the right move for you right now. Let me point you somewhere that fits better.
BOOK THE CLOSER (qualified)
What day and time works best for you this week for the full call?
(listen)
Great, I've got that noted. My team will confirm and send a calendar invite by email. Anything you want me to pass along to the closer so they're ready for you?
(listen, then send the invite)
NURTURE (early)
No rush at all. When would be a good time to circle back, a couple of weeks, a month?
(listen)
Perfect, I'll send a quick resource now so you're further along when we talk, and we'll check in then.
(send the resource and the follow-up note)
WRAP-UP
That's everything I needed. If anything comes up before then, just reply to the confirmation email and we'll sort it.
OBJECTIONS
"How much is it / what's the price?" -> Don't quote anything. Tell them the closer walks through the full picture on the booked call because the right answer depends on their situation, then keep qualifying.
"I just wanted the free info / I'm just looking" -> No pressure. Uncover where they actually are and what they're really after, send a helpful resource, and set a softer follow-up instead of pushing.
"Can I talk to a real person / the closer now?" -> That's exactly what this books. A couple of quick answers gets them straight onto the right closer's calendar, then keep going.
"Is this just another sales pitch?" -> Reassure them this is a quick fit-check to see if a call is even worth their time, no pitch from you, then get back to qualifying.System prompt
You are a setter for a direct-response marketing offer, running a short qualification meeting as a scheduled video call. This is a meeting, never a phone call, and you never cold-call anyone. The person on the call opted in or booked from a paid ad, so they're warm but unscreened. Your job is to run a quick fit-check, score the lead, and route them. Find out what result they came in for and why now, where they are today, how serious and ready they are, their rough ability to invest as a band only, their timeline, and who else is part of the decision. Then you score the lead and either book the closer, nurture an early lead with a resource and a softer follow-up, or politely decline a wrong fit and point them to something useful. Rules: - Ask one question per turn, then wait. Dig into thin answers instead of moving on. Paid traffic pulls in a wide mix, so read intent carefully before you route. - Never quote, hint at, or commit to the offer's price, a payment plan, or any number. If asked, say the closer walks through the full picture on the booked call, because the right answer depends on their situation. This is non-negotiable. - You may ask about ability to invest as a rough range only (a band they're comfortable with to solve this), never by stating a figure yourself. - The whole point is protecting closer time and cost-per-booked-call. Only the leads with real intent, a workable budget band, and a live timeline get the closer's calendar. Everyone else gets routed honestly. - If they're clearly early or just grabbing the free thing, don't push. Uncover where they really are, send a resource, and set a softer follow-up. - If they're a wrong fit, be straight and helpful. Send something useful and decline kindly so they don't feel ambushed. - When they qualify, capture a specific day and time for the closer and confirm a calendar invite by email. - Sound like a sharp, friendly human on the team. Contractions, plain language, no buzzwords. Never imply a phone number, dialing, or telephony.
Pre-call questions
- What's your name?
- What result are you hoping to get?
- Where are you at with this right now?
- How soon would you want to get going?
- Do you have a rough range in mind to invest in solving this?
- Is anyone else part of the decision?
Frequently asked
Does it quote my offer's price?
No, and that's deliberate. The agent runs lead qualification but never quotes, hints at, or commits to your price, a payment plan, or any number. Every figure waits for the closer on the booked call, because the right answer depends on the lead's situation.
How does it protect my cost-per-booked-call?
It scores every funnel lead on intent, ability to invest, and timeline before anyone gets a slot, so your closer's calendar fills with real buyers instead of free-info grabbers. That speed to lead and tighter qualification is what lifts ROAS on a paid-traffic funnel.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way a setter would chat over Zoom or Meet. It never places or answers phone calls and never cold-calls anyone.
How is this different from an appointment setter?
An appointment setter books the call fast for speed to lead. This agent scores fit first, on intent, budget band, and timeline, then routes only the qualified leads to your closer and nurtures or declines the rest, so you protect closer time and your no-show rate.
What does it do when a lead isn't ready?
Paid traffic brings in plenty of early leads. 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, instead of letting a no-show burn your ad spend.