Lead Qualifier
Step-by-step guide for Real Estate users using Lead Qualifier.
Industry: Real Estate — this app appears only on tenants provisioned for that vertical.
Qualify buyer and seller leads.
Workspace fields
These labels match the live EZ4Youtech workspace (sidebar provider + main panel):
- Lead information (required) — textarea field in the workspace
- Urgency (required) — radio field in the workspace
- Budget band (optional) — select field in the workspace
- Scoring criteria (optional) — text field in the workspace
Primary action button: Score lead
Workspace overview
Before you start
- Log in as a user on your company tenant (admins set up BYOK separately).
- Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
- Verify your plan includes Basic apps — disabled apps show the plan required to unlock them.
Step-by-step
- Open the app — In the workspace sidebar, select Lead Qualifier under Industry apps.
- Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
- Use run history — Under Run history, select a past run and click View run to restore the output.
- Fill Lead information — Enter Lead information (required) in the workspace form.
- Fill Urgency — Enter Urgency (required) in the workspace form.
- Fill Budget band — Enter Budget band (optional) in the workspace form.
- Fill Scoring criteria — Enter Scoring criteria (optional) in the workspace form.
- Run the app — Click Score lead. Output appears in the Result panel with download option.
- Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.
Example inputs
Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.
Lead information
Web form: roof replacement, timeline 2–3 months, budget band $18–22k, homeowner
Paste CRM notes, form answers, or call summary — source, urgency, budget signals.
Urgency
Warm
Hot = ready now; Cold = nurture.
Budget band
$25k–$100k
Revenue or deal size band from discovery.
Scoring criteria
fit, urgency, budget, and decision-maker access
How you want leads ranked (optional; defaults work for most teams).
Try these scenarios
Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.
- Score this trade-show lead for commercial HVAC install timeline.
- Inbound web lead: budget mentioned but decision-maker unclear.
- Re-engage cold lead from 90 days ago with new promo interest.
Expected result
Shape of the AI output in the Result panel — review before client use.
Example output (lead score)
- Score: e.g. 72/100 with brief rationale
- Fit / urgency / readiness tags based on your criteria
- Suggested next action: call, nurture, or disqualify
Tips
- Keep prompts specific: include dates, names, and constraints for better drafts.
- Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
- If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.