You work hard to bring in leads. But how do you know which ones are worth your time?
At Moneypenny, we’ve created a way to remove the uncertainty. Lead qualification is included as part of our new Lead Management Service, at no extra cost to your existing Telephone Answering package and adds serious value to every incoming call. Our PAs don’t just answer your calls; they can now qualify your leads for you in real time.
When someone rings your business, your Moneypenny PA can now guide them through a set of tailored qualifying questions, using conditional logic that’s built around your specific requirements. This allows us to identify whether a caller is a hot, warm or cold lead – all in real time.
If they meet your criteria, we can go ahead and book an appointment on your behalf, send a follow-up email with relevant documents, or instantly upload all the details into your CRM.
So, not only are your calls answered professionally, but they’re also now qualified, prioritised, and ready for action – before they even reach your desk.
When every enquiry comes to you directly, it’s hard to tell which ones are promising and which are a distraction. Now, your PA asks the right questions to ensure only relevant prospects reach you.
Whether it’s asking about a caller’s budget, purchase timeframe, or specific needs, our structured logic ensures each enquiry is properly vetted.
We remove the admin work by automatically sending every lead straight into your CRM. That means no more chasing every enquiry manually or re-entering information after a call.
Unqualified leads create noise. They muddy your reporting, waste time, and make it harder to spot trends or forecast results.
Our service stops this at the source. You receive only the leads that meet your standards – meaning fewer wasted follow-ups, cleaner data, and stronger results.
Whether you use HubSpot, Salesforce, Pipedrive or a different CRM entirely, we integrate with your systems to keep everything in one place. With our help, lead details, conversation summaries and qualification outcomes flow straight into your CRM – so your sales team picks up right where the call ends.
When your PA has completed taking all of the details on the call using your custom form, they can trigger a personalised follow-up email – such as a brochure, pricing information or contract – helping to keep the momentum going and move the enquiry forward.
One of our clients – a growing IT company – came to us with a common problem. With only two salespeople, they were missing calls during demos. They estimated that 30% of their leads were unqualified and around 40% of booked appointments led to no-shows or prospects who weren’t ready to commit. The manual data entry into their CRM didn’t help either, often lacking detail or attribution.
After switching to Moneypenny, things improved almost immediately. Every new enquiry was picked up by a PA who asked key qualifying questions like “What’s your budget for a data management platform?” and booked meetings only with serious prospects.
Thanks to our Calendly integration and automated lead capture using Zapier, everything now feeds directly into HubSpot – no admin required.
The impact led to an impressive 20% increase in lead-to-client conversion. 90% of demos are now with the right people, so the sales team is laser-focused, and team morale is higher than ever.
Another client – a busy legal practice – was finding it tough to balance client work with incoming enquiries. Paralegals were spending too much time answering calls, qualifying leads, and following up – none of which could be billed.
Missed calls were common, and manual entry of data into their practice system was inconsistent.
By using our Lead Management Service, they streamlined everything. Their Moneypenny PA now asks the right questions from the get-go and books appointments only for those who meet their criteria.
Follow-up documents are sent immediately, and all details are captured and synced into their case management software using Zapier.
Now, solicitors can focus purely on casework, confident that new leads are qualified and scheduled efficiently. Since the switch, the firm has seen a 20% increase in new client cases.
So, if you’re ready to stop wasting time on unqualified leads and start focusing on the prospects that really count, Moneypenny is here to help. Our unique blend of brilliant people and clever tech means every call is answered professionally, every opportunity is captured, and every lead is qualified.
Want to try it for yourself? Call us on 0333 202 1005 to see how our Lead Management Service can make a real difference to your business.
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