Lead Qualification Template for Consulting
Ready-to-use lead qualification workflow template designed for consulting businesses. Automate lead qualification with AI in 10 minutes — no code required.
Overview
This lead qualification template is purpose-built for consulting businesses that want to automate lead qualification without writing code. It connects to your existing consulting tools, applies AI-powered decision-making at each step, and handles the entire workflow from trigger to completion. Whether you're a solo operator or a growing team, this template scales with your volume.
Workflow Steps
Here is exactly how this template automates lead qualification for consulting businesses.
New Lead Captured
TriggerA new consulting lead is submitted via web form, landing page, or HubSpot integration.
AI Enriches Lead Data
AI DecisionArahi AI enriches the lead with company data, firmographics, and consulting-specific signals to build a complete profile.
Score Against ICP Criteria
AI DecisionAI scores the lead against your ideal customer profile using budget, authority, need, and timeline criteria tailored to consulting.
Route Based on Score
ConditionIf the lead scores above threshold, route to sales rep. If below, add to nurture sequence. If disqualified, archive with reason.
Notify Sales Rep
ActionSend an instant notification to the assigned sales rep via Google Sheets with the full lead profile, score breakdown, and suggested talking points.
Send Personalized Follow-Up
ActionTrigger a personalized email to the lead acknowledging their inquiry and providing relevant consulting resources.
Use Cases for Consulting
Real scenarios where this template delivers results.
Inbound Consulting Lead Scoring
AI evaluates website form submissions from consulting prospects, assigns scores based on budget, timeline, and fit criteria, and routes hot leads to your sales team in seconds.
Consulting Partner Referral Qualification
When referral leads come in from consulting partners, AI qualifies them against your ICP and prioritizes the highest-potential opportunities.
Re-Engagement for Consulting
AI identifies dormant consulting leads showing renewed interest signals and automatically re-qualifies them for sales follow-up.
Compatible Integrations
This template works with the tools your consulting team already uses.
Plus 1,500+ more integrations available. Browse all integrations
Related AI Agents
Pre-built AI agents from our marketplace that complement this workflow template.
Frequently Asked Questions
Got questions? We've got answers.
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Start Using This Template — Free
Automate lead qualification for your consulting business in 10 minutes. No credit card required.
Or explore Lead Qualification use cases and AI agents for Consulting.