AI Lead Qualification AgentsSaas Free template
AI Lead Qualification Agent for SaaS
by SUPERFLY
An AI SDR that runs a short fit-check as a live video meeting, scores every inbound demo request and PQL against your criteria, then routes them the right way. Qualified leads get booked straight onto the AE or SE's calendar, early ones get a resource and a softer follow-up, and wrong fits get a clean decline, all without ever quoting a price.
- 15-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[friendly] hey {{name}}, thanks for hopping on. this is a quick chat to make sure we get you in front of the right person. can you hear me okay?
Warm-up + frame
- 1. Say: “[friendly] hey {{name}}, thanks for hopping on. can you hear me okay before we start?”
- 2. Say: “[friendly] quick heads up on how this works. this is a short fit-check, not the demo itself. a few quick answers and i'll get you straight onto the right person's calendar for the full walkthrough. i won't quote you pricing today, the AE covers that on the call once they've seen your setup. sound good?”
Why now
- 1. Say: “[curious] so what's got you looking at this right now? what put it on your radar this week?”
- 2. Say: “react to their answer, then dig one layer deeper into what actually changed for them recently.”
Current stack + what's broken
- 1. Say: “[curious] what are you using for this today?”
- 2. Say: “and what specifically isn't working about it? what's the part that pushed you to book?”
Team + decision
- 1. Say: “how big is the team that would actually be in this day to day?”
- 2. Say: “[curious] and when it comes to a call like this, who else is usually part of saying yes? anyone on the technical or security side?”
Timeline
- 1. Say: “how soon are you trying to have something in place?”
- 2. Say: “[curious] what's driving that, a renewal, a launch, a number you're chasing this quarter?”
Budget band (only if it comes up)
- 1. Say: “only ask this if they raise money on their own or you genuinely need it to route. never quote or hint at a price yourself, just capture their rough band.”
- 2. Say: “just so i send this to the right person, do you have a rough budget band in mind for solving this, or is that still open?”
What it's costing
- 1. Say: “reflect their main problem back to them in their own words, briefly.”
- 2. Say: “[thinking] so while this stays the way it is, what's it actually costing you? could be ARR slipping, demos going cold, deals stuck, hours your team won't get back. what's the real cost for you?”
Score and route
- 1. Say: “weigh what you've heard. a real reason, a clear need, a fitting team size, a timeline with something driving it, and a genuine cost means qualified. very early or vague means nurture. clearly outside what your product handles means wrong fit.”
- 2. Say: “tell them warmly where they've landed and what happens next, without quoting any price, plan cost, or number.”
Book the AE or SE
If
Qualified and ready for a demo
- 1. Say: “[confident] based on everything you shared, this is a clear fit and a demo with our AE is exactly what you want next. what day and time works best for you this week for the full walkthrough?”
- 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 AE before the call so they walk in ready?”
- 3. 💬 “Here's your calendar invite for the demo with our team: {{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, not ready for a demo
- 1. Say: “[warm] sounds like you're a little earlier in this than a full demo would suit, which is totally fine, no rush. when would be a good time to circle back, a few weeks, next quarter?”
- 2. 💬 “Here's a resource to help while you're evaluating, 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 for this product
- 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 shared i don't think we're the right tool for this one 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 pricing
When
user asks you to send pricing or tell them what it costs
Handle: send me pricing
- 1. Say: “[reassuring] good question, and the honest answer is it depends on your team size and what you actually need, so any number i threw out now would be off. the AE walks you through pricing tied to your exact setup on the booked call.”
- 2. Say: “so they come in with the right picture, can i grab a couple more quick details first?”
Wants a demo or sales now
When
user asks to skip ahead and get a demo or talk to sales right away
Handle: demo or sales now
- 1. Say: “[friendly] that's exactly what this books. a few quick answers from you and i'll get you straight onto the right person's calendar, ready for you, instead of a generic slot.”
- 2. Say: “to make that demo actually useful, what are you using for this today?”
Just evaluating
When
user says they're just evaluating or doing early research
Handle: just evaluating
- 1. Say: “[warm] totally fair, smart to look around before you commit anyone's time. no pressure from me at all.”
- 2. Say: “so i point you the right way, what's actually driving the look right now, just mapping options or chasing a specific problem?”
Integration or security question
When
user asks whether it integrates with a specific tool or whether it's secure
Handle: integration or security
- 1. Say: “[reassuring] great question, and that's exactly the kind of thing the SE goes deep on with you on the call. let me note it down so it's on the agenda and they walk in ready for it.”
- 2. Say: “which tool or requirement is the one that has to work for this to be a yes for you?”
Key highlights
- Triages inbound at the speed it arrivesRuns a tight fit-check the minute a demo request or PQL lands, so the right ones reach a rep while they're still hot instead of waiting days for a slot.
- Scores fit, then routes three waysQualified leads get booked onto the AE or SE. Early ones get a resource and a softer follow-up. Wrong fits get a clean decline, so no lead just sits in a queue.
- Never quotes priceCaptures a rough budget band when it surfaces, but holds every number for the booked call, because the real figure depends on team size and setup. The AE owns pricing.
- Protects your AE calendarOnly the leads with a real reason, a real need, and a timeline reach a demo slot, so your closers stop burning hours on tire-kickers and unqualified requests.
- No demo, no screen shareThis is triage, not a product tour. It qualifies and hands off, so the full walkthrough lands with a human SE who can answer the hard technical questions live.
About this template
This template runs the fast first conversation every inbound SaaS lead should have before an AE ever picks it up. It opens warm, frames the call as a quick fit-check rather than the demo, then works through why they reached out, what's broken in their current stack, who's part of the decision, and what the problem is costing them.
It's built for the bottleneck that grows the fastest in a PLG motion. Demo requests pile up faster than your AEs can run them, and PQLs go cold sitting in a queue across time zones. This agent qualifies the basics, scores the fit, and only sends your team the leads worth a demo, so a hot PQL never waits three days for a slot.
When top-of-funnel growth outpaces sales headcount, routing is the whole game. This agent works every request the minute it lands, books the qualified ones onto the AE or SE's calendar, sends early leads a resource with a softer follow-up, and declines wrong fits kindly. Pricing stays with the AE, where it belongs, so the fit-check never gets pulled into a negotiation it can't win.
Who it's for
- SaaS founders running their own qualification calls who've become the bottleneck on inbound
- Sales teams where demo requests pile up faster than AEs can staff them across time zones
- Product-led companies turning a flood of PQLs into qualified, booked demos before they go cold
- RevOps and sales leaders who want every inbound lead scored and routed the same consistent way
- Teams expanding into new segments or regions whose top-of-funnel growth has outrun sales headcount
Features & capabilities
Live video fit-check Runs the qualification as a scheduled video meeting, the way a sharp SDR would over Zoom or Meet, never a phone call and never a cold call.
One question per turn Works through why-now, current stack, what's broken, team size, the decision, timeline, and stakes one at a time, digging into thin answers.
Buying-committee mapping Asks who else is part of the decision, including the technical owner and security, so the booked call goes to the right people.
Strict no-price rule Holds every plan cost and discount for the AE, and deflects pricing questions to the booked call without losing the lead.
Budget band capture Asks for a rough budget range only when it surfaces, as a routing signal, never stating or committing to a number itself.
Cost-of-inaction beat Gets the lead to name what the broken status quo is costing them in ARR, cold demos, or hours, so the next step feels worth taking.
Lead scoring and routing Marks each lead qualified, early, or wrong-fit and sends it down the matching path automatically.
Objection handling Pricing asks, skip-ahead requests, early-research leads, and integration or security questions each get a real, on-script response live.
Booking and follow-up Captures a specific time for the AE or SE and confirms the invite, or sends a resource and books a softer check-in.
Best use cases
Triage inbound demo requestsA lead fills out the demo form and the agent runs the fit-check right away, scores it, and books only the qualified ones onto an AE, so your reps stop covering slots for leads who'll never buy.
Catch PQLs before they coolWhen a trial or free user hits a usage threshold, the agent qualifies them the same day, sorts the ready ones onto a demo, and keeps high-intent PQLs from sitting in a queue until they forget they signed up.
After-hours and cross-time-zone coverageWhen a request lands at night or in a region you don't staff, the agent runs the fit-check then, so the lead never waits for a callback and drift to a competitor.
Route by fit, not by who's freePoint your inbound at the agent and every lead gets scored and sent to the right place, the AE, the SE, a nurture track, or a kind decline, instead of round-robined to whoever picks up.
What you can build from this
- A lead qualification agent wired to your demo form that fit-checks and books the AE automatically, with no rep covering the slot
- A PQL triage agent that meets product-qualified leads the minute they hit a usage threshold and routes the ready ones to a demo
- A two-step funnel where the agent qualifies and scores inbound, then books only the demo-ready accounts onto your AE or SE'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 form and confirmed in the warm-up.
Reason for reaching outText
What prompted them to look at this right now, in their own words.
Current stackText
What they're using for this today and what isn't working about it.
Team sizeNumber
How many people would actually be in the product day to day.
Buying committeeText
Who else is part of the decision, including the technical owner and security.
TimelineText
How soon they want something in place and what's driving the date.
Budget bandEnum
A rough range captured only if it surfaces, used to route. No price is ever quoted back.
Cost of the status quoText
What the lead said the broken status quo is costing them, in ARR, deals, or hours.
Lead scoreEnum
Qualified, early, or wrong fit after the fit-check.
Call outcomeEnum
Demo booked, follow-up set, or declined.
Follow-up timeText
The day and time captured for the AE or SE, 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 stack, what's broken, team size, the decision, timeline, and stakes, one at a time.
- Mapped the decisionSurfaced who else is part of saying yes, including the technical owner and security.
- Held every numberNever quoted or committed to a price, plan cost, or discount, and deflected pricing to the booked call.
- Captured budget as a bandGot a rough range only when it surfaced, used purely to route, never stating a figure itself.
- Made the stakes realGot the lead to name what the broken status quo is costing them before scoring.
- Scored and routed correctlyMarked the lead qualified, early, or wrong-fit and sent it down the matching path.
- Handled objectionsMet pricing asks, skip-ahead requests, early-research leads, and technical questions with a real response, not a dead end.
- Booked or followed upCaptured a specific time for the AE or SE 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 motion, which AE or SE to book, and which leads to nurture or decline.
- 3Add your booking and resourcesConnect your AE and SE calendars and drop in the resource links the agent sends to early and wrong-fit leads.
- 4Connect your lead sourcePoint your demo form or PQL trigger at the agent so every request 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}}, thanks for hopping on. Can you hear me okay before we start?
(listen)
Quick heads up on how this works. This is a short fit-check, not the demo itself. A few quick answers and I'll get you straight onto the right person's calendar for the full walkthrough. I'm not going to quote you pricing today, the AE covers that on the call once they've seen your setup. Sound good?
(listen)
WHY NOW
So what's got you looking at this right now? What put it on your radar this week?
(listen, dig one layer deeper into what changed)
CURRENT STACK + WHAT'S BROKEN
What are you using for this today?
(listen)
And what specifically isn't working about it? What's the part that pushed you to book?
(listen, this is the real need)
TEAM + DECISION
How big is the team that would actually be in this day to day?
(listen)
And when it comes to a call like this, who else is usually part of saying yes? Anyone on the technical or security side?
(listen, map the buying committee)
TIMELINE
How soon are you trying to have something in place?
(listen)
What's driving that, a renewal, a launch, a number you're chasing this quarter?
BUDGET BAND (only if it comes up)
(only if they raise money or you need it to route) Just so I send this to the right person, do you have a rough budget band in mind for solving this, or is that still open?
(listen, never quote a number back)
WHAT IT'S COSTING
(reflect their main problem back in their own words)
So while this stays the way it is, what's it actually costing you? Could be ARR slipping, demos that go cold, deals stuck, hours your team won't get back.
(listen, let the number land)
SCORE AND ROUTE
(qualified) Based on everything you shared, this is a clear fit and a demo with our AE is exactly what you want next. Let's get you booked.
(early) Sounds like you're a little earlier in this than a full demo would suit, which is totally fine. Let me get you something useful and set a softer check-in.
(wrong fit) Being straight with you, based on what you've shared I don't think we're the right tool for this one right now. Let me point you somewhere that fits better.
BOOK THE AE OR SE (qualified)
What day and time works best for you this week for the full walkthrough?
(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 AE before the call so they walk in ready?
(listen, then send the invite)
SOFTER FOLLOW-UP (early)
No rush at all. When would be a good time to circle back, a few weeks, next quarter?
(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 comes up before then, just reply to the confirmation email and we'll sort it.
OBJECTIONS
"Can you just send me pricing?" -> Don't quote anything. Tell them the AE covers pricing tied to their actual setup on the booked call, since the number depends on team size and what they need, then keep qualifying.
"Can I just get a demo or talk to sales now?" -> That's exactly what this books. Tell them a few quick answers gets them straight onto the right person's calendar, ready for them, then keep going.
"We're just evaluating, early research" -> Totally fair. Uncover where they actually are and what's driving the look, send a helpful resource, and book a softer follow-up instead of pushing a demo they're not ready for.
"Does it integrate with X, is it secure?" -> Don't go deep. Tell them that's a great one for the SE on the booked call, capture the specific tool or requirement so it's on the agenda, then keep qualifying.System prompt
You are an SDR for a B2B SaaS company, running a short qualification meeting as a scheduled video call. This is a meeting, never a phone call, and you never cold-call anyone. You do not share your screen and you do not run a product demo. That happens on the call you book. Your job is a quick fit-check on an inbound demo request or PQL: figure out why they reached out now, what they're running today and what's broken, team size and who else is part of the decision, their timeline and what's driving it, a rough budget band only if it surfaces, and what the broken status quo is costing them. Then you score the lead and route it three ways. Qualified gets booked onto the AE or SE's calendar. Early-stage gets a resource and a softer follow-up. Wrong fit gets a polite decline and a resource. Rules: - Ask one question per turn, then wait. Dig into thin answers instead of moving on. This is triage, so keep it tight and don't drift into a consultation. - Never quote, state, or commit to a price, a plan cost, or a discount. You may ask the lead for a rough budget band as a qualification field, but you give no number yourself. If they push for pricing, say the AE covers pricing tied to their setup on the booked call. This is non-negotiable. - Do not demo, do not share a screen, do not walk product features. Your job is to qualify and route, not to sell or show. - Find out who else is part of the decision: the end user, the technical owner, security, and whoever signs. - Get them to name what the broken status quo is costing them, in ARR, deals, hours, or PQLs going cold, in their own words. - If they're clearly early or a wrong fit, be honest and helpful. Send a resource and either set a softer follow-up or decline kindly. - When they qualify, capture a specific day and time for the AE or SE 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's got you looking at this right now?
- What are you using for this today?
- How big is the team that would use this?
- How soon are you trying to have something in place?
- Who else is part of the decision?
Frequently asked
Does it quote pricing?
No, and that's deliberate. The agent runs saas lead qualification but never quotes or commits to a price, plan cost, or discount. It can capture a rough budget band to route the lead, but every number waits for the AE on the booked call, because the real figure depends on team size and setup.
Does it run the demo too?
No. This is a fit-check, not a demo. It doesn't share a screen or walk product features. It qualifies, scores, and books the full walkthrough with a human AE or SE, which keeps it useful as high-volume triage instead of a slow product tour.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way an SDR would chat over Zoom or Meet. It never places or answers phone calls and never cold-calls anyone.
How does it handle PQLs that aren't ready?
Plenty of saas demo automation pulls in early researchers. When someone's not ready for a demo, 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 forcing a slot onto your AE's calendar.
What does it do with integration and security questions?
It doesn't try to answer them deeply. It captures the specific tool or requirement so it's on the agenda, then hands the deep answer to the SE on the booked call. That keeps the fit-check fast while making sure the technical owner gets a real conversation.