Playbooks / Professional Services / New Business
Inquiry Qualification
Same-day response drafts to new inquiries capturing scope, budget range, and timing. Every inquiry gets the same professional experience.
How to run it
Open Professional Services > New Business > Inquiry Qualification in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Inquiry Qualification workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Same-day response drafts to new inquiries capturing scope, budget range, and timing. Every inquiry gets the same professional experience. Approval before send.
Put this workflow to work.
The Professional Services agent ships with this one installed. Open the demo and ask it to run the Inquiry Qualification workflow on something of yours.