Opening
When to use: Set a friendly tone and earn permission to ask.
"Thanks for reaching out! So I can point you to the right thing, mind if I ask a couple of quick questions?"
A short, friendly BANT-style script your chat or voice agent can run to qualify inbound leads and route them: hot to a call, warm to nurture, cold to a resource.
Copy the whole template, or grab a single block below.
When to use: Set a friendly tone and earn permission to ask.
"Thanks for reaching out! So I can point you to the right thing, mind if I ask a couple of quick questions?"
When to use: Find the real problem and what it costs them.
"What is the main problem you are hoping to solve right now?"
"What does that cost you today, in time, money, or missed sales?"
When to use: Learn who actually decides.
"Are you the one who will decide on this, or is there a team involved?"
When to use: Gauge how real and how soon.
"Do you have a budget range in mind, or are you still exploring?"
"When are you hoping to have this live, this month or this quarter?"
When to use: Send each lead to the right next step.
Hot (need, authority, and timeline): "This sounds like a great fit. Let me book you a quick call with [rep]. Here are some times: [slots]."
Warm (interested, no timeline): "I will send a short guide and check back. What is the best email?"
Cold or not a fit: "Got it. [resource] might help in the meantime. Reach out anytime."
Replace the [highlighted fields] with your own details. Free to use.
sem.chat runs this script in chat, scores each lead Hot, Warm, or Cold, and routes them, booking the hot ones straight onto a calendar.
Pick the three or four questions that matter most for your sale.
Keep it conversational: ask one question at a time, react to the answer.
Tag every lead Hot, Warm, or Cold and route them to the matching next step.
Let sem.chat run the script in chat and write the answers to the lead record automatically.
Everything you need to put this template to work.
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AI AgentsDrop it into sem.chat, train it on your business, and go live the same day. Free to start, no credit card.