Good qualification feels like a helpful conversation, not an interrogation. Here are seven questions that work well in a chat flow — and the order we recommend asking them in.
1. The opening hook
Don't say 'How can I help you?' That's the conversational equivalent of a parking meter. Instead, lead with a specific, contextual question: 'Looking to convert more visitors into customers?' or 'Trying to qualify your trial signups?' A specific opener gives visitors an easy reason to reply.
2. The intent question
Once they're engaged, find out what they actually need. 'What's the main goal you're hoping to solve?' This is where you discover whether they're a tire-kicker or a buyer.
3-5. The qualifiers
- Company size (this routes to the right pricing tier)
- Timeline (urgent vs. exploring)
- Current solution (none, competitor, or in-house)
6. The contact ask
Only ask for an email after you've delivered value (an answer, a demo link, a recommendation). Asking too early feels like a trap. Wait until the visitor has gotten something useful from the conversation.
7. The booking close
End with a clear, single CTA: 'Want me to book a 15-minute demo for next week?' Make 'yes' a single tap. We integrate with Calendly and Google Calendar so the booking happens in-chat.
Ready to try it? Get started and build this sequence in the visual flow builder.
