Glossary

What is lead qualification?

Lead qualification is deciding whether an inquiry is worth your time before you spend a call on it. You ask a few questions about need, budget and timing, apply rules to the answers, and offer a call only to people who fit. Done before booking, it keeps calendars for the right conversations.

What to ask

  • What they need and when.
  • A rough budget or size of the project.
  • Anything that rules them out, such as a service you don't offer.

Rules, not guesses

Qualification works best as fixed rules you write down, so the same answers always give the same result and you can explain why someone wasn't offered a time.

Where Bookara fits

Bookara asks your questions first and shows times only to people who fit. Its AI drafts your questions and rules for you to edit; the rules you saved make the decision, and inquirers' answers are never sent to an AI model.

Questions

Does Bookara's AI decide who gets a call?

No. The AI drafts your questions, rules and follow-up emails for you to edit and save. The fixed rules you saved make the decision.

Part of the New Odyssey suite

Six tools for the work around your clients, from being found to packaging what you know. Each one works on its own.

  1. KleosGets you found
  2. OndaAnswers the inquiry
  3. BookaraQualifies and booksYou're here
  4. AccordSends the proposal
  5. TallynOnboards the client
  6. AulaPackages your expertise