TMG Lead Qualification Interface
Step-by-step script and data capture for qualifying buyers. Open each section in order and complete all fields and checkboxes.
Section 1
Lead Identification & Intake
▾
Purpose: Capture basic identifying info before starting qualification.
Start here. Confirm who you're talking to and how they found us.
Section 2
Event Architecture (Script Step 1)
▾
Purpose: Establish all event details BEFORE budget or artists.
Tell me about the architecture of your event so I can route you correctly.
What’s the event type and confirmed date?
Where’s the venue, and is it secured?
What’s the capacity?
Is it ticketed, and what’s the typical ticket price?
Is this a first-time or annual event?
Formula / read-only in Airtable
Section 3
Budget & Financial Readiness (Script Step 2)
▾
Purpose: Identify readiness and realism.
To make sure we don’t waste your time, what’s the working budget you’re approved for?
Is funding already secured, or does it need internal approval or sponsorship?
Auto-calculated from budget and funding info
AI Assistant Prompt
“Review the event gross potential and the stated budget. Identify red flags, unrealistic expectations, and recommended follow-up questions.”
Section 4
Decision Maker & Approval Path (Script Step 3)
▾
Purpose: Understand who actually decides, when, and how.
Walk me through how the decision gets made.
Are you the final decision maker?
If not, who approves the booking?
How many people are involved, and what criteria do they use?
Auto-calculated from decision details
AI Assistant Prompt
“Based on the information present, analyze whether we are speaking to the true decision maker. Suggest questions to uncover hidden influencers or required approvals.”
Section 5
Artist Wish List & Realism (Script Step 4)
▾
Purpose: Capture desires vs. reality.
Who are the artists you’re most excited about?
Are these firm requests or open to options?
Why these artists—past performance, audience preference, internal request?
Auto-calculated from realism & flexibility
AI Assistant Prompt
“Evaluate the realism of the artist request. Suggest alternative options based on budget, venue capacity, and event type.”
Section 6
Behavioral & Relationship Fit (Script Step 5)
▾
Purpose: Capture soft factors for SQL scoring.
The agent should internally assess tone, clarity, respectfulness, responsiveness, and ease of doing business.
(This section is internal, not spoken to the client.)
Auto-calculated from behavioral inputs
Section 7
Qualification Summary & Close (Script Step 6)
▾
Purpose: Summarize qualification and decide next action.
Perfect. I’ll route this internally and send you the best matched options. After you review, we’ll move toward an offer and secure the date.