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TOOLS

Lead Qualification Scorecard Generator

Create a custom lead qualification scorecard to identify your best prospects. Define your ideal customer criteria and scoring system.

Budget Criteria

Timeline Criteria

Authority & Need

Industry Fit

Qualification Tips:

  • • Budget should typically be 25-35% of total score
  • • Authority matters most for B2B sales (20-30%)
  • • Timeline urgency indicates buying intent
  • • Adjust weights based on your sales experience

Your Lead Qualification Scorecard

Budget Qualification

"What's your budget range for this project?"

Minimum Budget:$5,000
Score Weight:30%

Timeline Qualification

"When do you need this implemented?"

Maximum Timeline:6 months
Score Weight:20%

Authority Qualification

"Are you the decision-maker for this purchase?"

Decision Authority:Required
Score Weight:25%

Need Qualification

"How urgent is solving this problem?"

Urgency Level:high
Score Weight:15%

Industry Fit

"What industry is your business in?"

Target Industry:healthcare
Score Weight:10%

Scoring Guide

80-100
Hot Lead
Priority follow-up
60-79
Warm Lead
Nurture sequence
Below 60
Cold Lead
Educational content

Ready to implement this scorecard?

SiteGPT can automatically qualify leads using your custom criteria and forward only hot prospects.

Start automated lead qualification

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Customer testimonials

Don't just take our word for it

“We've got the bot dialled in - we're using GPT-4, have an avenue for escalations to Zendesk, and so far I have no complaints.”

Brent Burrows II

Vice President – Retail & Sales at CBS Bahamas

FAQs

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

Can I add text content to train the chatbot if I don't have web pages to scrape or files to upload?

Yes, you're able to enter raw text content as training data.

Do you have a plan for agencies to offer chatbots to their clients?

Yes, please contact us by sending us an email for more information.

Is there a demo that I can try?

Yes, you can go to sitegpt.ai/demo and try out the demo. The demo bot you see on sitegpt.ai/demo is trained on the sitegpt.ai website content itself. So you can ask any questions related to SiteGPT website in that demo bot and it will answer it. You can also sign up for a 7-day free trial and try out everything on your own data.

What type of content can we use to train the chatbot?

You can use any type of content to train the chatbot. The more content you provide, the better the chatbot will be able to answer the questions.

Do you retrain the chatbot automatically when the website content changes?

Yes! SiteGPT now supports automatic syncing of your content. Depending on your plan, you can set up automatic syncing on a monthly, weekly, or daily basis to keep your chatbot's knowledge up to date. You can also manually retrain/resync your chatbot anytime from the dashboard.

Can I upload files to train the chatbot?

Yes. You can upload CSV/TXT/PDF/DOCX/PPTX/MD or any other text based files to train the chatbot. Each file is converted to pages based on its content (2,500 cleaned characters = 1 page). The page limits vary based on your plan.

Some of my files are larger than 10 MB. What do I do?

Please contact us on bhanu@sitegpt.ai. We can figure out a way for you to upload those files.

How do I add the chatbot to my website?

Each chatbot gets its own unique url, you can embed the chatbot on your own site via the embed code we provide. You can even directly link to the chatbot from your site.

How do I train the chatbot?

You can train the chatbot by adding a website link, a sitemap link, or YouTube videos/playlists/channels. You can just enter a URL and the chatbot will be trained on all the content present on that URL. You can also upload CSV/TXT/PDF/DOCX/PPTX/MD or any other text based files, or connect sources like Notion, Google Drive, Dropbox, OneDrive, Box, and GitHub.

How long does the training take?

It depends on the amount of content you are training. But usually, it should be done within a few minutes.

How can we contact you?

You can reach out to us at bhanu@sitegpt.ai.

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