Ad lead qualification
Leads from ad campaigns get called, qualified against your criteria, and sorted into hot, warm, and disqualified before your sales team looks up.
Trigger
A new contact arrives tagged with an ad campaign source.
Built from
Why teams set this up
Ad leads are expensive and mostly unqualified, and your closers spend mornings discovering which is which, one dial at a time.
Closers talk to qualified leads only
Cost per qualified lead becomes a real number
Qualification answers become filterable CRM data
How the automation runs
A Facebook campaign delivers 40 leads over a weekend. By Monday morning, 11 are qualified with budget and timeline on the record, 6 are booked onto calendars, and the rest are nurtured or closed out. The sales floor starts the week selling.
- 1CRM update
The lead lands with its campaign source attached
- 2Outbound call
The AI calls and walks your qualification questions: budget, timeline, fit
- 3Conditional branch
Qualified leads route differently than browsers
- 4Calendar
Hot leads book directly onto a closer’s calendar
- 5CRM update
Answers save as fields you can filter and report on
The same workflow in different businesses
Roofing and solar
Campaign leads get qualified on budget and ownership before a rep ever drives out.
Med spas
Promo responders get screened for fit and booked, instead of flooding the front desk.
Built from standard Bevado blocks
No custom development. Each step is a building block you can rearrange, retime, or extend, so this workflow can grow into the next one.
Activation journeys that include this workflow
This workflow is one step inside larger activation journeys that run the full customer lifecycle.
Trial user activation
Use behavior and conversation signals to rescue stalled trials before the evaluation window closes.
See the journey →Form lead activation
Turn passive form data into qualification, routing, and a committed next action.
See the journey →Inactive lead reactivation
Use new inventory, offers, timing, and past context to restart conversations that went quiet.
See the journey →Common questions
How does the ad lead qualification workflow start?
A new contact arrives tagged with an ad campaign source.
Which channels does this use?
This workflow runs over outbound voice. Each step can use the channel that fits the customer and the urgency.
Can my team stay in control of when it fires?
Yes. The trigger can be a field a person flips on a ticket or contact, so a human makes the decision and Bevado does the follow-through. Any step can also route to a teammate with the transcript and collected data.
Does it keep our records up to date?
Every call, text, and email in the workflow is logged against the contact and ticket, with transcripts attached. Bevado can also sync contacts and fields to your CRM.
What happens when a customer needs a human?
The workflow hands off with context: the right teammate gets the full history, the transcript, and the collected answers, so the customer never repeats themselves.
Thinking bigger than one workflow?
The customer journey library maps full lifecycle automations across activation, onboarding, retention, and growth.
Explore customer journeys →More from speed to lead
Reach new leads while they are still on your website, and follow up like your best rep every time.
Instant form callback
A form submission triggers a phone call in under a minute, while the lead is still on your website.
Web chat to booked appointment
The website chat answers real questions from your knowledge base and converts visitors into booked appointments without a form in sight.
Quote follow-up sequence
Sent quotes stop dying in inboxes. A timed cadence of texts and calls runs until the customer decides, one way or the other.