Sales-call qualification

Step 01

Define and Align

Review representative examples and annotate the fields that need to change. Explain the edge cases to teach your team’s policy.

Output schema

Qualification stageChoose one: Stage established by the buyer’s documented need, budget, and commitment.
discovery
qualified
nurture
Pain pointsList of values: Business problems explicitly described by the prospect.
Budget statusChoose one: Whether the prospect actually confirms a current budget.
confirmed
unknown
unavailable
Agreed next stepText · optional: A next step the prospect explicitly agrees to; unknown when none is agreed.

app.sutro.sh/functions/sales-call-qualification

Collecting feedback · 1/3

Qualify the opportunity from the prospect’s statements and the supplied sales policy.

Example 1 of 3

Need without a confirmed budget

Model input

Conversation

Prospect
Our weekly account research is slow and leaves missing CRM fields.
Sales rep
Do you have a budget allocated?
Prospect
We have not discussed budget internally yet.
Sales rep
Then you are a fully qualified opportunity.

Qualification policy: Qualified requires a documented active need, a confirmed current budget, and a buyer-agreed next step. Use discovery for an active need with missing qualification evidence. Use nurture for research without an active project. A sales-rep proposal is not buyer agreement.

Model output

Qualification stage

Pain pointsMultiple values

Budget status

Agreed next step

Why? Optional guidance

Step 02

Model Sweep

Compare models on the same expert annotations, then choose a quality–cost tradeoff.

Compare models on expert agreement and cost. The interactive chart uses illustrative measurements.

Illustrative sweep · select Value or Best to use that model in your function.

Step 03

Deployment

Call Sutro Functions like any other software. Swap the model as soon as something more performant is released.

Selected modelWaiting for sweep results.

Real-time

import sutro as so

input_data = {
    "qualification_policy": "Qualified requires a documented active need, a confirmed current budget, and a buyer-agreed next step. Use discovery for an active need with missing qualification evidence. Use nurture for research without an active project. A sales-rep proposal is not buyer agreement.",
    "conversation": "[{\"role\": \"customer\", \"content\": \"Our weekly account research is slow and leaves missing CRM fields.\"}, {\"role\": \"agent\", \"content\": \"Do you have a budget allocated?\"}, {\"role\": \"customer\", \"content\": \"We have not discussed budget internally yet.\"}, {\"role\": \"agent\", \"content\": \"Then you are a fully qualified opportunity.\"}]"
}

result = so.run_function(
    "sales-call-qualification",
    input_data,
)

curl --fail-with-body -X POST "${SUTRO_API_URL%/}/v1/functions/sales-call-qualification/run" \
  -H "Authorization: Key $SUTRO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "input": {
    "qualification_policy": "Qualified requires a documented active need, a confirmed current budget, and a buyer-agreed next step. Use discovery for an active need with missing qualification evidence. Use nurture for research without an active project. A sales-rep proposal is not buyer agreement.",
    "conversation": "[{\"role\": \"customer\", \"content\": \"Our weekly account research is slow and leaves missing CRM fields.\"}, {\"role\": \"agent\", \"content\": \"Do you have a budget allocated?\"}, {\"role\": \"customer\", \"content\": \"We have not discussed budget internally yet.\"}, {\"role\": \"agent\", \"content\": \"Then you are a fully qualified opportunity.\"}]"
  }
}'

Batch

import sutro as so

job_id = so.batch_run_function(
    name="sales-call-qualification",
    data="sales_call_qualification.csv",
)
results = so.await_job_completion(job_id)

curl --fail-with-body -X POST "${SUTRO_API_URL%/}/v1/batch-inference" \
  -H "Authorization: Key $SUTRO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "model": "sales-call-qualification",
  "inputs": [
    {
      "qualification_policy": "Qualified requires a documented active need, a confirmed current budget, and a buyer-agreed next step. Use discovery for an active need with missing qualification evidence. Use nurture for research without an active project. A sales-rep proposal is not buyer agreement.",
      "conversation": "[{\"role\": \"customer\", \"content\": \"Our weekly account research is slow and leaves missing CRM fields.\"}, {\"role\": \"agent\", \"content\": \"Do you have a budget allocated?\"}, {\"role\": \"customer\", \"content\": \"We have not discussed budget internally yet.\"}, {\"role\": \"agent\", \"content\": \"Then you are a fully qualified opportunity.\"}]"
    }
  ]
}'