# Instagram lead qualification template

Use this recipe when a service enquiry needs a little context before your team can help. Start with the requested offer, explain email collection where needed, and ask one or two questions that affect the next response. Keep sensitive assessment and final decisions outside a generic flow. A qualified enquiry means useful information is available, not that a sale is guaranteed.

## Channel

Instagram: supported incoming interactions

## Setup

1. Choose the necessary context

Write down the first details your team actually uses. Keep the intake short and provide a way to stop or ask for a person.

2. Configure collection and prompts

Explain the purpose of the email and additional fields. Use suitable validation and friendly retry or exit messages.

3. Test a complete and partial enquiry

Run the normal route and an early exit. Check the saved answers and how the team continues the conversation.

## Example incoming request

I’d like more information

## Sample reply to customise

Happy to help. Which service are you considering, and what timing do you have in mind?

## Next step

Save the relevant answers

Use questions suited to your actual enquiry and service.

## Remove a question before adding one

Each extra field costs the person effort. Review completed enquiries and keep only the details that help your next response. Avoid requesting sensitive personal information in a promotional intake, and keep quotations or eligibility decisions with the responsible team.

## Collect the details that help your next reply

Explain the purpose before asking for an email or an additional answer. Linkar can validate an address’s format and save configured conversational fields with a contact. Format validation does not prove mailbox ownership. A short intake should give your team relevant context, while retry and exit messages keep the process understandable.

A saved address is not blanket permission for recurring marketing. Keep requested resource delivery and newsletter enrolment distinct, and test any external handoff you configure. Collect only the information needed for the enquiry. Review the completed record and fulfilment step yourself before calling the campaign a working lead journey.

Replace all sample wording and destinations. This is a workflow plan, not an importable or already-published automation.

Source: Linkar template library, https://linkar.in/templates/lead-qualification