# Let Close's AI rep Chloe call down the lead list and qualify before a human picks up

Chloe batch-calls leads inside Close, has a qualifying conversation, books meetings and writes the outcome back to the CRM.

Category: Prospecting and first touch
Industry: B2B SMB, Education admissions
Difficulty: moderate
Updated: Oct 19, 2026
URL: https://revstackai.co/use-cases/close-chloe-calls-and-qualifies-leads

## Problem

A team of callers spent hours dialing leads that never answered or were not a fit.

## How to do this

1. In Close, set up Chloe with your qualifying questions and booking rules.
2. Build a Smart View of leads to call (new, stale, no-shows).
3. Run Chloe batch calling on that list.
4. On Growth or Scale, add Chloe to a Workflow so new leads get called automatically.
5. Reps work the leads Chloe marks qualified and the meetings she booked.
6. Paste it into Chloe's agent instructions in Close. The prompt below is a starting script to adapt.

This uses AI to call or text people. Only turn it on where you already have permission to contact them.

## Verdict

Reps spend their time on qualified conversations instead of dialing.

## Tools

- [Close](https://www.close.com/): CRM with Chloe AI caller

## RevStack prompt

Written by RevStack. This is not the sourced result below.

Inputs:
- Your offer
- 3 to 5 qualifying questions
- Booking rule

You are calling on behalf of {{company}} about {{offer}}. Be brief and friendly. Say you are an AI assistant if asked.

Ask, one at a time:
{{questions}}

If they meet {{booking_rule}}, offer two times and book the meeting. If not, thank them and log the reason. Never quote prices or make promises not in this script. If they ask to stop, end the call and mark Do Not Contact.

Example output, written by RevStack, not a reported result:

Outcome: Qualified. Budget confirmed, starting in 30 days. Booked Tue 2pm with Sam.

## Result

'Chloe is a 9/10. We used to have a full team of callers, but Chloe now outpaces all of them combined ... we're getting qualified leads from five-minute calls'

Vendor case study. Reported by [Max Bietti, System Administrator, Career Evolved (Close pricing page)](https://www.close.com/pricing).

## Before you start

- Close plan with AI credits
- Phone numbers and calling consent for your market
- A short qualification script