How to Set Up Auto-Qualifying for Leads

This article explains what auto-qualifying leads means inside your WolfPack Lead Center and how it can save you time compared to manually rating every lead. It's for any client using WolfPack's Lead Center for call and lead tracking.

What Auto-Qualifying Does

Auto-qualifying, also called Lead Intelligence, uses call transcription data to listen for specific keywords in a call. When it hears those keywords, it can automatically take an action in your Lead Center account, such as marking a lead as quotable or not quotable, without anyone on your team having to listen to the call and rate it by hand.

Heads up: Auto-qualifying is applied to your account by default using WolfPack's standard qualification rules. You don't have to turn it on yourself.

Why It's Worth Using

Saves review time: leads that clearly match a keyword pattern, such as an obvious spam call or a request for a service you don't offer, can be marked automatically instead of waiting on manual review.
More consistent ratings: the same keyword logic is applied every time, so ratings don't vary depending on who reviews the call.
Feeds better reporting: because leads get rated faster, your quotable vs. not-quotable numbers and ROI reporting stay more current.

What the Rules Look At

Lead Intelligence rules are built around a few basic pieces:

The trigger: specific keywords or phrases said during a call.
The caller type: how the rule categorizes who's calling, for example, someone unrelated to a real service request.
The action: what happens when the trigger is matched, such as marking a lead as not quotable, or setting a quote or sale value.

How This Differs From Manual Rating

Without auto-qualifying, rating a lead means listening to the call recording or reviewing the web form entry, then manually marking the lead as quotable or not quotable and adding notes. That manual process still exists and is still useful for leads auto-qualifying doesn't confidently catch. Auto-qualifying simply handles the clear-cut cases automatically so your team can spend manual review time on the leads that actually need a human judgment call. See "How to Rate and Dispute Leads in Google Local Services Ads" for more on how manual rating and invalid-lead disputes work.

Getting Custom Rules for Your Account

WolfPack applies a default set of qualification rules to every Lead Center account. If you want rules tailored to your business, your WolfPack specialist team sets up and manages custom Lead Intelligence rules for your account at your request. To ask for a new rule or a change, tell your specialist:

Lead types: which kinds of leads should be marked automatically, for example spam, solicitations, or job applicants.
Keywords: the words or phrases that should trigger the rule, such as services you specifically do or don't offer.
Auto-qualify or auto-disqualify: whether matching leads should be marked quotable or not quotable.

Important: Auto-qualifying rules are set up and changed by your WolfPack specialist team at your request. You can't create or edit them yourself. Reach out through the Customer Portal to request changes.

Frequently asked questions

Do I need to configure anything myself? No. Default qualification rules are already applied to your account. If you want custom rules, request them through your WolfPack specialist team, who set up and manage all auto-qualifying rules for you.

Does auto-qualifying replace manual lead review entirely? No. It's designed to cut down on manual review time, not eliminate it. Leads that don't clearly match a keyword pattern may still need a manual look.

Does this work on web form leads as well as phone calls? The keyword-matching logic is built around call transcription data. If you have leads coming in through web forms, ask your WolfPack specialist team whether auto-qualifying applies to those as well.

Questions?

If you'd like custom Lead Intelligence rules for your account, or you have questions about how a specific lead was auto-qualified, reach out to your WolfPack specialist team through the Customer Portal or by replying to any email from the team.