Commercial flow 01 · Prequalification
Every lead gets an answer. Only the qualified ones reach your team.
The agent talks to every inbound lead, checks the criteria you defined and writes the result to your CRM. Your sales team receives ready profiles, not lists to clean.
Most lead lists arrive the same way: big, messy and optimistic.
Duplicates, dead numbers, people outside your market, people who filled a form two years ago and forgot about it. Someone has to sort through all of it, and that someone is usually your most expensive salesperson.
The result is a sales team that spends a huge part of its week in conversations that were never going to close, while the good leads wait in the same queue as everyone else.
- The sorterThe person cleaning the list is your most expensive salesperson.
- The queueGood leads wait behind duplicates and dead numbers.
- The weekHours go to conversations that were never going to close.
Medra does the sorting before any human looks at the list.
Not with a static form, but with a real conversation that feels like a quick chat with someone from your team. Every lead is classified by what it actually said, and your team receives a clean, ordered list.
How Medra runs this flow, step by step
- STEP 1
Clean the base.
Duplicates and invalid numbers are removed automatically before a single message goes out. You never pay to message a phone that doesn’t exist.
- STEP 2
Open the conversation.
Every contact receives a Meta-approved template personalized row by row with your own data: name, product, city — whatever makes that first message feel written for them.
- STEP 3
Qualify like a person would.
Instead of firing a questionnaire, the agent chooses the next question based on the last answer. If someone replies with a 60-second voice note that answers three questions at once, Medra understands all three and moves on.
- STEP 4
Score and sort.
Every lead is classified automatically by what they actually said, tagged and assigned a tier. The good ones jump the line.
- STEP 5
Deliver a clean list.
Your sales team receives qualified leads with a summary of each conversation, already ordered by priority.
Under the hood
- Campaign enginePer-row variables, scheduling and automatic exclusion of duplicates and invalid numbers.
- Multimodal understandingText, voice notes, images and documents, all read natively.
- Conversation classificationEvery lead labeled by intent and fit, without anyone tagging by hand.
- Tiers and tagsHigh-value leads routed to the right people first.
- Delivery health dashboardSent, delivered, read and replied, live from minute one.
Same team. Same hours. Pointed at the right people.
Figures are illustrative, written to look and feel real. Before publishing they are replaced with a client result or kept labeled as illustrative — and we tell you in the first session what your own baseline says.
Sales time on unqualified leads
45% of the week→12%Baseline, then the same metric with the flow running.
Qualified leads per 1,000 contacts
38→112Baseline, then the same metric with the flow running.
From list upload to first qualified lead
Days→Under 2 hBaseline, then the same metric with the flow running.
Escalation triggers in this flow
High-tier lead detected·Lead asks for a person·Answer outside the qualification playbook·Compliance-sensitive reply
What it moves
- Qualified leads per 1,000
- Sales time on qualified conversations
- Contactability
A messy list goes in. An ordered one comes out.
The Turing Test, passed in production.
A cold list is the hardest room for a machine to pass in. Nobody asked to be called and nobody is patient. At Medra the test runs there every day — on the phone and on WhatsApp, in more than 19 countries, with prospects who have no idea they are the judges.
out of 100 people can’t tell Medra from a human.
The other 3 catch us on one detail: we reply at 3 am in four seconds.
The moment a prospect realizes it’s a bot, they hang up or type “stop”. When it feels human, they tell you the truth: whether they’re in market, who decides, and when. That honesty is what turns ten thousand rows into a clean list — and no form or IVR gets it out of anyone.
How we do it in Prequalification
There’s no single trick. Six mechanisms work together, each one closing a gap that gives other bots away. These three carry the most weight in this flow.
- Natural voice on callsRealistic voices that handle interruptions, pauses and people talking over each other.
- Local voiceTone, formality and regional variants of each language adapt to the country and to the person on the other side.
- Human rhythmPacing, message length and the way replies are split feel like a person typing, not a form printing out an answer.
Medra next to the usual options
Humans on the loop, not stuck in it
Passing for human doesn’t mean replacing your team.
A prospect asks for custom pricing, a strategic account picks up, someone asks not to be contacted again: one click and a person from your team is in the call or the thread, with the transcript and the reason logged.
Every intervention feeds analytics, so you know which flows need tuning and why.
We never hide that we’re AI. We just make sure it never feels like it.
Pick an hour. We’ll bring your numbers to it.
A first session is 30 minutes with the people who would build it — not a sales call. Bring one flow you’d like to fix and we’ll tell you, in the session, whether it’s worth doing.
What happens in the session
- 30 minutesWith the people who would build it. Not a sales call.
- One flowBring the flow you would like to fix first, and the numbers behind it.
- A straight answerWe tell you, in the session, whether it is worth doing.
- The inviteYou get the confirmation and the video link by email.