Use Typeform or Tally with logic that adapts questions based on answers, setting expectations early. Disqualify misaligned budgets or timelines gracefully while recommending alternatives. Every submission lands with tags in your database, giving you instant clarity. Serious prospects experience momentum; you avoid awkward conversations that burn energy and goodwill.
Trigger lookups to enrich company size, industry, and technology footprint using privacy‑respecting services. Store only what you truly need. Add a confidence score, and mark uncertain fields for manual review. This balance keeps decisions fast while maintaining trust. Your follow‑up feels insightful, never invasive or strangely overinformed for a first message.
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