Sales & Lead Qualification — AI Bot Template for Sales
Bot
AI sales assistant. Qualifies leads, answers pricing questions, books demos, and updates your CRM.
Template Sales & Lead Qualification bundles a ready-to-deploy workspace for sales workflows. Install in one click from the Aerostack dashboard or via aerostack init --template=sales-lead-qualification.
What It Does
A sales qualification bot that handles inbound prospect conversations: answers pricing and product questions, qualifies leads by asking the right questions, books demo calls via Google Calendar, and logs everything to HubSpot.
What's Built In
- Product knowledge — answers pricing, features, and comparison questions from your sales playbook
- Lead qualification — asks budget, timeline, team size, and use case questions following your BANT/MEDDIC framework
- Demo booking — checks calendar availability and books meetings directly
- CRM logging — creates/updates HubSpot contacts with conversation context and qualification data
- Handoff — warm transfers qualified leads to a sales rep with full conversation context
Best For
- SaaS companies with inbound leads that need qualification before a sales call
- Sales teams that want to respond to website chat within seconds, not hours
- Businesses with clear pricing tiers where most questions have definitive answers
Metadata
What's Included
Required MCPs
MCP servers this template connects to.
Tags
Deploy this bot in minutes
AI sales assistant. Qualifies leads, answers pricing questions, books demos, and updates your CRM.
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Frequently asked questions
What does the Sales & Lead Qualification template include?+
The Sales & Lead Qualification template is a pre-configured Aerostack workspace for sales. It bundles @aerostack/mcp-hubspot, @aerostack/mcp-stripe, @aerostack/mcp-google-calendar and any required workflows and edge functions. Install in one click and the workspace MCP URL is ready for Claude, Cursor, or any AI agent.
How do I install the Sales & Lead Qualification template?+
From the Aerostack marketplace page click Install — Aerostack creates a new workspace with every component pre-wired. You can also install via CLI: aerostack install template aerostack/sales-lead-qualification
Can I customize Sales & Lead Qualification after installing?+
Yes. Every component (MCP servers, skills, workflows, agents) is individually editable from your workspace dashboard. Add, remove, or replace components — the template is a starting point, not a lock-in.
Is the Sales & Lead Qualification template free to use?+
Templates are free to install. Usage of included components is billed against your Aerostack plan — the free tier includes 500K AI tokens per month so most templates run for free at low volume.