02 · Qualify
A cold inquiry, turned into a real brief.
An inquiry lands as a name, a number, and a line of text. Sonzai reads it, fills in what is missing, asks the buyer the rest, and hands your rep a full picture before the first call.
The problem
Someone has to work out the rest by hand.
An inquiry arrives with almost nothing attached. Every person on your team asks different questions, so records come out half-filled. Your manager cannot see who owns a lead or what to do next without chasing people.
And timing makes it worse. A good lead that lands overnight is already cold by the time anyone reads it the next morning.
How it works
Six steps, from raw text to a ready lead.
- 1
Read the inquiry
Pulls budget, location, type, timing, and intent out of whatever the buyer wrote, in any channel.
- 2
Fill in the gaps
Adds what is public and what you already have on file, so the rep is not starting from a blank record.
- 3
Ask the rest
A short, friendly exchange covers the few things still missing. No long forms.
- 4
Score it
Rates how ready the buyer is, and shows the reasons behind the number.
- 5
Match and route
Picks the right unit and the right team, then puts a clock on the next step.
- 6
Write it back
Drops a full brief into your CRM with an owner and a clear next action attached.
What your rep sees
A brief, not a guess.
Here is what lands in your rep's queue. The fields are filled, the score is explained, and the next step is already written down. Your rep opens it and knows who they are calling and why.
No digging through threads. No re-asking the buyer things they already said.
- ✓Budget confirmed
- ✓Timeline under 3 months
- ✓Financing pre-approved
- ✗Viewing booked
What it does
The whole job, handled the same way every time.
Reads any channel
Web forms, chat, email, paid social. Whatever the buyer used, Sonzai pulls the details out of it.
Fills in what's missing
Adds public detail and what you already have on file, so the record is never half-empty.
Same scoring every time
One rubric for the whole team. No more guessing who is hot based on who happened to pick up.
Matches to the right unit
Lines the buyer up with the project and unit that fits, and the team that should take it.
Writes back to your CRM
The finished brief lands where your team already works, with an owner and a next action set.
Leaves a trail you can audit
Every field and every score shows where it came from, so a manager can check the work.
It learns
The scoring tightens as you close.
The rubric is not fixed. It learns from the deals you actually close, so last month's wins tune this month's scoring. The longer it runs, the better it reads your buyers.
One system, six products
The rest of the operating system
Your move
See a real inquiry become a brief.
Bring one of your own leads to the call. We will run it through and show you the brief your rep would get.