Lead sources
- WhatsApp inquiry from website or ads.
- Consultation request form.
- Email from a founder comparing packages.
- Referral message from an existing client.
Sample workflow
Business setup and PRO inquiries.
Qualify company formation leads by jurisdiction, activity, visa needs, bank support, and timeline before a consultant spends time manually.
First qualification questions
- Mainland, free zone, offshore, or unsure?
- Business activity and number of shareholders?
- Visa or residency needs?
- Bank account support required?
- Timeline and budget range?
Priority
Signal
Draft next action
Hot
Clear activity, timeline under 30 days, ready for consultation.
Offer consultation slots and ask for missing license details.
Warm
Researching options, unclear jurisdiction.
Ask business activity and visa needs before package discussion.
Low fit
No timeline, price-only, vague request.
Send a short clarifying response and avoid consultant overload.
Example owner summary
Four new inquiries today: two urgent company setup leads, one bank-account support request, and one early research lead. Draft replies are prepared with next questions.
Convert this sample
The paid setup adapts this workflow to your packages, consultation rules, language, and intake form.