Ask smarter. Spot red flags. Qualify leads in real-time.

🔄 Section 1: The 5-Step Flow

1. Start with Intent

   👉 “What brought you over today?”

   Understand motivation. Look for curiosity vs. clarity.

2. Role Check

   👉 “What’s your role when it comes to [X]?”

   ✅ Decision-maker?

   🚫 “Just browsing” = red flag

3. Pain Discovery

   👉 “What’s your biggest challenge with [X] right now?”

   Look for urgency + relevance

   🚫 “We’re doing fine” = flag it

4. Timeline & Budget

   👉 “Are you actively exploring solutions?”

   ✅ This quarter

   🚫 “Maybe next year” or “No budget” = nurture path

5. Next Steps Willingness

   👉 “Would it be helpful if I sent something tailored to what we discussed?”

   ✅ Yes = follow-up flow

   🚫 “Just give me a card” = deprioritize

🚩 Section 2: Red Flags to Watch For

🔻 “We’re just looking”

🔻 “Not sure who handles that”

🔻 “No budget right now”

🔻 “Maybe next year”

🔻 “You can just give me a brochure”

📌 These aren’t dead ends. They’re detours—tag accordingly.

🏷️ Section 3: How to Tag & Follow-Up