If you’re drowning in a pile of leads but can’t tell who’s worth your time, this guide is for you. We’ll walk through how to use Brevitypitch to automate lead qualification, skip the nonsense, and actually save yourself some headaches. No fluff, no magic bullet—just a practical approach that’ll keep you out of spreadsheet hell.
Why Automate Lead Qualification in the First Place?
Let’s be honest: manually sorting leads sucks up your time and energy. Sales reps end up chasing dead ends, and marketing gets annoyed when good leads slip through the cracks. Automation isn’t about replacing people—it’s about cutting out grunt work so you can focus on real conversations.
Who should care? - Small teams that want to scale without hiring an army. - Anyone tired of copy-pasting info between tools. - Sales and marketing folks who want to work smarter, not harder.
What you won’t get: A robot that closes deals for you. Automation sorts and scores leads, but people still sell.
Step 1: Get Your Lead Criteria Straight
Before you touch a tool, get clear on what a “qualified lead” even means for you. If you skip this step, no software can bail you out.
Ask yourself: - Who usually buys from us? (Think: industry, company size, role) - What signals make someone likely to buy? (Budget, timeline, pain points) - What’s a total waste of time? (Students, competitors, tire-kickers)
Write this down. It should be simple enough for anyone on your team to get it. Vague stuff like “innovative companies” won’t help—be specific.
Pro tip: Don’t overcomplicate it. Three to five clear criteria beat a list of ten buzzwords.
Step 2: Set Up Brevitypitch
Alright, time to get into Brevitypitch. If you haven’t already, sign up and poke around. The setup is refreshingly simple compared to some bloated CRMs.
What’s actually worth setting up: - Lead Capture: Connect your web forms, demo requests, or wherever leads first show up. - Integrations: Plug in your email and CRM (like HubSpot, Salesforce, or even Google Sheets if you’re scrappy). - Custom Fields: Make sure you’re collecting the info that matches your criteria from Step 1.
What to ignore (for now): - Fancy features you don’t understand yet. You can always turn them on later. - Over-customizing every field—start with the basics.
Heads up: Brevitypitch’s support is pretty responsive, so if you hit a wall, just ask. Don’t burn an hour trying to guess what “engagement score” means.
Step 3: Build Your Qualification Workflow
Now the fun part: putting your lead criteria into action so Brevitypitch does the sorting for you.
1. Set Up Lead Scoring Rules
Use the rules engine to score leads based on your must-haves (industry, company size, etc.). Each rule should be clear:
- Example: If “Company Size” is over 100, add 10 points. If “Job Title” contains “Director,” add 5 points.
- Disqualifiers: If the email ends in “@gmail.com,” subtract 20 points (unless you target individuals).
Don’t get cute with 20 different weights—start simple, see what works, and adjust.
2. Automate Sorting and Tagging
Set up workflows that: - Automatically tag leads as “Qualified,” “Review,” or “Junk” based on their score. - Assign leads to reps or pipelines (if you have more than one). - Send notifications for high scores, so real people can jump in fast.
3. Trigger Follow-Ups
Automate the first email or task for qualified leads. Keep it human—use templates, but personalize where it matters.
What not to do: Don’t spam every lead with the same email. If someone’s clearly unqualified, let them go.
Step 4: Connect Your Other Tools
No tool lives on an island. Brevitypitch plays nice with most popular CRMs, email platforms, and even Slack.
Integrations that are actually useful: - CRM: Make sure qualified leads go straight to your main pipeline. - Email: Use your own domain for follow-ups (avoid the “sent via Brevitypitch” look). - Slack: Get a ping when a hot lead comes in (just don’t let it turn into noise).
What to skip: - Integrating with everything just because you can. Stick to what your team actually uses.
Pro tip: Test each integration with a fake lead first. Nothing says “oops” like real leads vanishing into the void.
Step 5: Monitor, Adjust, and Don’t Overthink It
Automation isn’t a Ronco rotisserie—you can’t just “set it and forget it.” The first week or two, keep a close eye:
- Are good leads getting through?
- Are bad leads slipping by?
- Are reps happy with what’s coming in?
Tweak your rules: If you’re missing the mark, adjust scoring and criteria. Don’t be afraid to throw out what doesn’t work.
Watch out for: - Over-automation. If nobody’s reviewing edge cases, you’ll miss diamonds in the rough. - Data decay. Make sure you’re collecting up-to-date info.
Real talk: No system is perfect. You’ll miss some good leads and let a few duds slip through. That’s life.
Honest Takes: What Works, What Doesn’t
What actually helps: - Clear, simple rules. Complicated logic just creates more cleanup later. - Regular reviews. Have a human skim “junk” leads every so often—you’ll catch surprises. - Tight integrations. No extra copy-paste, no lost info.
What to ignore: - Hype about “AI-powered insights” unless you see real results. Automation is only as good as your inputs. - Overly detailed lead profiles. If nobody reads them, don’t bother collecting them.
Pitfalls to watch: - Relying 100% on automation. Gut checks still matter. - Letting your workflow get stale. Update your criteria as your business shifts.
Keep it Simple, Iterate Often
Automating lead qualification with Brevitypitch isn’t about setting up something perfect on day one. Start with the basics, see how it goes, and make changes as you learn. Don’t fall for shiny features you don’t need. The best workflows are the ones your team actually uses.
If you’re ever in doubt, ask yourself: Is this making my life easier, or just adding busywork? Stick to what works, and keep moving forward.