Documentation

Complete guide to IDB2B WhatsApp lead management platform

How Lead Qualification Works

IDB2B uses AI to automatically read, understand, and qualify WhatsApp messages so your sales team can focus on serious prospects instead of sorting through every inquiry.

The Problem: Too Many Low-Quality Chats

Sales teams receive hundreds of WhatsApp messages, but most are:

  • Price checks without buying intent
  • "Just asking" inquiries from people browsing
  • Spam and promotional messages
  • Casual inquiries from people not ready to buy
  • Low-budget prospects outside your target market

Your sales reps spend hours replying to all of them, hoping to find a few good leads.


How IDB2B Solves This

IDB2B sits between WhatsApp and your sales team and automatically:

1. Reads Every Incoming Message

  • Monitors your WhatsApp Business account 24/7
  • Processes messages in real-time as they arrive
  • Understands context, not just keywords

2. Analyzes Intent and Quality

  • Budget qualification: Identifies if they have spending power
  • Timeline assessment: Determines urgency and readiness to buy
  • Authority check: Sees if they can make decisions
  • Need validation: Confirms they have a real requirement

3. Scores and Categorizes Leads

  • Hot Leads: High intent, ready to buy, qualified budget
  • Warm Leads: Interested but need nurturing
  • Cold Leads: Low intent, browsing, not qualified
  • Spam/Irrelevant: Filtered out automatically

4. Routes to Your Sales Team

  • Hot leads get immediate attention
  • Warm leads go to nurture sequences
  • Cold leads get automated responses
  • Spam gets blocked

What IDB2B Looks For

Budget Indicators

  • Mentions of specific budget ranges
  • Willingness to discuss pricing
  • Questions about financing/payment options
  • Previous purchase experience

Timeline Signals

  • Urgency keywords ("ASAP", "urgent", "need by")
  • Specific dates or deadlines mentioned
  • "Ready to start" or "when can we begin"
  • Immediate availability requests

Authority Markers

  • Decision-making language ("I decide", "we choose")
  • Company email addresses or business profiles
  • Questions about contracts or agreements
  • Requesting proposals or quotes

Intent Validation

  • Specific requirements mentioned
  • Technical or detailed questions
  • Comparison with competitors
  • Reference to previous research

Industry-Specific Qualification

Real Estate

Hot Lead Example:

"Hi, I'm looking for a 3-bedroom house in downtown area. My budget is around $500k and I'd like to move in by March. Can we schedule a viewing this week?"

Cold Lead Example:

"Just checking prices in the area, no rush."

Education

Hot Lead Example:

"I want to enroll in your MBA program. I have the funds ready and can start next semester. What's the admission process?"

Cold Lead Example:

"What courses do you offer? Just curious."

Automotive

Hot Lead Example:

"I'm ready to buy a new SUV, have trade-in, and my financing is pre-approved. When can I test drive the models you have?"

Cold Lead Example:

"What's the price of your cheapest car?"


Custom Qualification Rules

You can customize how IDB2B qualifies leads based on your business:

Set Your Criteria

  • Minimum budget thresholds
  • Geographic requirements
  • Timeline expectations
  • Industry-specific qualifiers

Define Scoring Weights

  • How important is budget vs. timeline?
  • Which keywords indicate high intent?
  • What questions suggest serious buyers?

Create Response Flows

  • Automatic responses for different lead types
  • Routing rules for your sales team
  • Follow-up sequences for warm leads

Real-Time Lead Dashboard

See qualified leads as they come in:

Lead Score Breakdown

  • 90-100: Hot leads (immediate follow-up)
  • 70-89: Warm leads (nurture sequence)
  • 50-69: Cold leads (automated response)
  • 0-49: Spam/irrelevant (filtered out)

Qualification Details

  • Why the lead scored high/low
  • Key phrases that influenced the score
  • Recommended next actions
  • Contact information and context

Team Notifications

  • Instant alerts for hot leads
  • Daily summaries of warm leads
  • Weekly reports on lead quality trends

Integration with Your Sales Process

IDB2B works before your existing tools:

WhatsApp Messages β†’ IDB2B Qualification β†’ Sales Team β†’ CRM/Booking

What Happens Next

  1. Hot leads get immediate phone calls
  2. Warm leads enter email nurture sequences
  3. Cold leads get helpful automated responses
  4. Qualified leads sync to your CRM automatically

Time Savings

  • Reduce response time to hot leads
  • Eliminate time wasted on low-quality inquiries
  • Focus sales efforts on qualified prospects
  • Automate initial screening process

Success Metrics

Teams using IDB2B typically see:

Efficiency Gains

  • 70% reduction in time spent on initial lead screening
  • 3x faster response to high-quality leads
  • 50% increase in qualified conversations

Quality Improvements

  • 85% accuracy in lead scoring
  • 40% higher conversion rates
  • 60% reduction in wasted follow-ups

Revenue Impact

  • 25% increase in closed deals
  • 30% shorter sales cycles
  • 35% better lead-to-customer conversion

Getting Started with Lead Qualification

1. Connect Your WhatsApp

Link your WhatsApp Business account to IDB2B in minutes.

2. Set Qualification Rules

Define what makes a good lead for your business.

3. Train the AI

Provide examples of your best and worst leads.

4. Start Qualifying

Begin automatic lead scoring and routing.

Ready to stop wasting time on unqualified leads? Set up lead qualification and let AI do the first screening for you.


Need Help?

Support

  • πŸ“§ Email: hello@idb2b.com
  • πŸ“ž Demo: Book a walkthrough to see lead qualification in action

Learn More