Resources
Resources & Playbooks
Operational guides to maximize lead quality and team efficiency.
The following playbooks cover inquiry intake, qualification, reasoning, next action, and human review in Qualu's current workflow. Adapt them to your team's process.
Intake Design Playbook
Structure intake questions to capture buying intent and relevant qualification signals, not just demographic data.
Core Intent Questions
Always ask: What are you looking to buy? When do you want to close? Have you been pre-approved for financing? Are you a first-time buyer or repeat investor? These four signals distinguish serious inquiries from casual ones.
Priority Signals
Timeline and financing status help determine how urgently the team should act. Review whether the budget and timeframe align, then route the inquiry according to the brokerage team’s process.
Avoid Noise Questions
Skip open-ended questions like 'Tell us about your dream home' if they're not actionable. Focus on questions that directly inform routing logic.
Share Intake Link & QR Code Playbook
Guide leads to the public intake form with a shareable link or QR code from workspace settings. Buyers do not need a Qualu account.
Set up the link
Open Share intake in settings and verify the public link and QR code before publishing. Use the correct active form link, especially when multiple forms exist.
Where to share
Share the link or QR code on your website, property page, social channels, email signature, or directly with prospective buyers. Choose the channel where inquiries actually begin.
Check the context
When a form is assigned to a listing, verify that the correct property context appears. After submission, budget, financing, timeline, and interest arrive in the agent workspace for review.
Lead Prioritization Framework
Use a numeric triage model to classify leads consistently and train your team on the rules.
Contact Now: Practical Example
Clear intent, a near-term timeline, and financing that still needs confirmation. Action: review the result and make contact according to your team’s process. This is a practical example, not a Qualu default.
Follow Up Later: Practical Example
Timeline unclear or financing pending. Action: request missing information and follow up according to your team process.
Lower Priority: Practical Example
Timeline is distant or readiness signals are weak. Action: use light follow-up or reassess later according to your team process.
Assist Mode & Human Review Guide
Use Assist Mode for explainable recommendations while keeping final review and control with the team.
Confidence Threshold
Use confidence as a review signal rather than a universal threshold. Consider it alongside the verdict and reasoning, then let the team decide when human review is required.
Human Review Queue
Route ambiguous or incomplete leads to human review. Check the inputs, verdict, and reasoning before confirming or changing the recommendation.
Message Review
Review the recommended next action and any draft before using it. Do not automatically send or execute an external action without agent approval.
Team Onboarding Checklist
A practical onboarding checklist for reaching first clear value and establishing a repeatable workflow.
Days 1–30: Setup & First Win
Connect the intake form, set the qualification rules, and run an isolated or real inquiry through the workflow. The goal is to see the verdict, reasoning, and next action clearly.
Days 31–60: Refinement & Scale
Review the verdict, reasoning, and recommended next action with the team. Adjust settings only when real usage feedback supports the change.
Days 61–90: Optimization
Document outcomes and review needs, keep human decision-making in the workflow, and standardize the process based on actual usage.
Put the playbooks into practice
Start with a free trial or review the workflow first in the self-guided demo.