Lesson 12: Hands-On: Build a Lead Qualification Flow

Retell University Module 3: Conversation Flows
1

Hands-On: Build a Lead Qualification Flow

Exercise Goal

Build a Conversation Flow that qualifies inbound leads and routes them.

Flow Design

Start → Greeting → Ask Company Size → Ask Budget → Ask Timeline → Score Lead → Route
                                                                        ↓
                                                                   Logic Split
                                                                   /        \
                                                            High Score    Low Score
                                                                |             |
                                                          Transfer to    Send Info &
                                                          Sales Rep      End Call

Steps

  1. Create Conversation Flow agent
  2. Add Greeting node — introduce yourself, ask for their name
  3. Add Discovery nodes — one per qualifying question:
    • “How many employees does your company have?”
    • “What’s your budget range for this project?”
    • “When are you looking to implement?”
  4. Add Code node — score the lead based on answers
  5. Add Logic Split — high score vs low score
  6. Add Transfer node — for high-score leads, transfer to sales
  7. Add End node — for low-score leads, offer to send info via email

Success Criteria

  • Flow handles all three qualification questions
  • Lead scoring logic works correctly
  • High-value leads get transferred
  • Low-value leads get a polite follow-up offer
  • Flow handles unexpected answers gracefully