Qualifying Flow Best Practices

Definitions, tips, and formulas for building a qualifying flow that books more meetings for your sales team.

About This Book

An effective qualifying flow is the difference between moving the sales conversation forward and losing that site visitor forever.

OK, maybe “forever” is a bit dramatic…but the point is the same. If you can effectively qualify your site visitors without overwhelming them with questions, then you’ll drive more productive conversations between them and your sales team, which, in turn, will lead to more pipeline and revenue, faster.

So, what does an effective qualifying flow look like? That’s what this guide is all about.

After analyzing hundreds of Drift conversations from the past year, we’ve identified the most optimal formula for sourcing meetings through Drift. This guide will not only tell you what that formula is, but it will also give you tips on how to make it work for your business.

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What's Inside

By the time you reach the end of this guide, you can expect to know how to structure your qualifying flow within your overall bot playbook to optimize your meetings booked. We’ll also cover topics like:

  • What a “good” meetings booked rate is
  • Why qualifying flows matter
  • The formula for a high-performing qualifying flow

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If You Want More Productive Sales Reps…

…then give them the information they need to succeed by downloading our Qualifying Flow Best Practices guide. Here, you’ll find the formula to building a qualifying flow that asks all of the right questions — without burdening your reps or buyers.