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AI lead qualification in Pharen Hub

Every new enquiry lands in one list and an agent grades it. Good enquiries go straight to sales, with the call in the calendar and a draft reply ready.

AI lead qualification in Pharen Hub: the enquiries list with twelve enquiries from one week, each with campaign, date, grade A to C, status and owner.
The enquiries list in Pharen Hub, with German labels.

42 hours to the first reply

That is how long a test enquiry waited for a first reply at 2,241 US companies on average, and 23 percent never replied. A second analysis of 1.25 million enquiries found that a contact attempt within an hour reached the decision maker almost 7 times as often as one an hour later.

The time goes before anyone replies: who is this, are they a fit, who takes it? In Pharen Hub an agent answers that before anyone opens the enquiry.

Harvard Business Review, March 2011

The workflow in Pharen Hub

  1. Process

    Step 1: The enquiry lands in a list

    Every enquiry from a form or campaign becomes a row in the enquiries list, with its campaign, date and form answers.

    Marketing and sales work from the same list. Marketing sees which campaign brings enquiries, sales sees who to call.

    The five questions on the form

    1. How many people work with you?
    2. What should get easier?
    3. Which tools do you use?
    4. When do you want to start?
    5. What budget have you planned?
  2. Agent

    Step 2: An agent grades every answer

    As soon as the row exists, the agent reads the answers and gives each one a grade from A to C: team size, goal, start and budget.

    It adds an overall grade, a short reason and the next step, so everyone on the team can see why an enquiry is an A.

    Markus Brenner's enquiry open in Pharen Hub: the form answers one below the other, then the agent's assessment with an overall A and one grade each for team size, goal, start and budget.
    An open enquiry. The form answers at the top, the agent's grades below.
  3. Person

    Step 3: You set the rules

    What counts as an A is written in the agent's instructions, in plain words. For example: A from 20 employees, B if the budget is still open.

    When your offer changes, you change the instructions. One rule always stays: the agent never says yes or no to anyone by itself.

    Instructions of the lead grader agent in Pharen Hub: rules for team size, goal, start and budget, next to the test chat with two suggested prompts.
    The agent's instructions. On the right you can test it before it touches real enquiries.
  4. Rule

    Step 4: A workflow routes by grade

    For an A the workflow sets the owner, puts the first call in their calendar and has a second agent draft the reply.

    A B gets a reminder in two weeks. A C gets a prepared decline that only a person can approve.

    Workflow in Pharen Hub that grades and routes new enquiries: new enquiry, lead grader and a branch by grade, then three paths A, B and C that set the owner, book the call, draft the follow-up, schedule a reminder or flag a decline.
    Eight steps: two agents, one rule, three list actions and one calendar entry.
  5. Person

    Step 5: The call and the reply are ready

    The call is in the owner's calendar. The enquiry holds a draft reply that picks up what the form said.

    The owner reads the draft, adjusts it and sends it.

    Week view of the Pharen Hub calendar from 12 to 18 October with six first calls, a pipeline review and a campaign check.
    The week in the calendar, with the booked first calls.
    Markus Brenner's enquiry in Pharen Hub with the follow-up draft field and a comment from Jonas Weber about Tuesday's call.
    The reply draft in the enquiry, with a note about the call below it.
  6. Process

    Step 6: Every grade can be checked

    For every grade the Hub keeps what the agent read and wrote. If a grade looks wrong, you see why and adjust the instructions.

    History of the lead grader agent in Pharen Hub: three completed runs, with the run overview, enquiry and result for Hannah Wolf on the right.
    The agent's latest runs, with one result in detail on the right.

What the agent does not do

It prepares. Calls, yes and no stay with your team.

Result at a client

A consultancy gets about 800 enquiries a month through 5 channels. Since they all land in one list in Pharen Hub and a workflow routes them, the team needs about 1 minute per enquiry instead of about 8.

Over 90 hours
less searching a month
About 800
enquiries a month from 5 channels in one list
Same day
for most first replies, which often took 2 days before
Read the case study

More use cases

Questions about AI lead qualification

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