How do I configure the qualification flow?

  • 29 March 2024
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There are no limits to the qualifications questions you can ask a lead, but Drift recommends 3-5. If there are too many questions, you may see visitors drop off. We generally only ask for the minimum requirements to sync a lead into your CRM. Most customers require an email address, first name, and last name. The remaining qualifying questions are best to ask during a live chat, discovery call, or via email with a sales rep. Prioritizing a business email capture as the first step in the qualification question flow is vital because it allows you to follow up with the customer if they drop off. The DriftIntel feature is also helpful because it enriches contact details when a business email gets captured. You will find common qualification questions in the list below, but the options are endless. If you have any qualification questions or feedback, please leave a comment.

  • Business Email 
  • First and Last name 
  • Company Name 
  • Job Title 
  • Company Size 
  • Product Interest 
  • Industry
  • Phone Number 
  • Location
  • Revenue 
  • Expected Launch Date

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