How to qualify corporate training requests: the questions to ask when a company calls
Sado AI team · · 4 min read
In short
To qualify a corporate training request, learn six things on the first call: the company and the caller’s role, the topic, number and level of employees, format (at their office, at your centre or online), language and start date, and who will review the proposal. Give a price range from your price list; the manager prepares the exact proposal. End the call with a clear next step: a call or meeting with the manager on a set day and hour. An AI operator can do this qualifying too.
How a corporate request is different
The caller is usually not the decision-maker: an HR person, office manager or head of department. They typically collect proposals from several training centres and compare them for their boss. One request can mean dozens of trainees and a contract lasting months. So the goal of the first call isn’t to sell, but to find out what is needed, for whom and when, and give the manager a ready request.
Qualifying questions
| Question | Why it matters |
|---|---|
| Company name and your role? | You know who you’re talking to |
| Which topic do you need? | Excel, sales, languages, management: you pick the right trainer |
| How many employees, at what level? | The number of groups and the programme depend on it |
| At your office, our centre or online? | It affects place, time and price |
| Which language, Uzbek or Russian? | You choose the trainer by it |
| When should it start? | Urgent requests go first |
| Who will review the proposal? | You know who the next step is with |
Don’t fire the questions off one after another like an interrogation. Ask them as the conversation goes, based on the answers.
How the call goes
- Confirm the request and ask for three or four minutes.
- Ask the qualifying questions as a conversation and note the answers.
- If they ask the price, give a range from your price list and explain that the manager will prepare the exact proposal.
- Agree the next step: a call or meeting with the manager, on a specific day and hour.
- Repeat what was agreed and say goodbye.
A sample call
Sado: Assalomu alaykum, Mahorat training centre, Shohruh speaking.
Caller: Hello. I’m from HR at Tez Yuk. We need Excel training for our accountants.
Sado: Good. How many people, and which language should the training be in?
Caller: Fifteen people, in Russian. At our office would be best.
Sado: We can do it at your office. When would you like to start, and who will review the proposal?
Caller: Early December. Our finance director reviews proposals. My name is Nargiza.
Sado: Thank you, Nargiza. Our manager will call you tomorrow at ten about the programme and price. Does that time suit you?
Caller: Yes, I’ll be expecting the call.
In four minutes the manager knows the company, topic, headcount, language, format, timing and the decision-maker. The company names are an example.
After the proposal is sent
- Call 2–3 working days later: any questions, and who has the proposal now?
- Each call should add one new step: a meeting, a sample session or a draft contract.
- If they say “not now”, ask when to call back and note the exact date.
- Call companies during working hours, for example Monday to Friday, 9:00–18:00.
The AI operator qualifies, the manager sells
Sado calls website requests and answers incoming calls at once. The operator asks your qualifying questions in Uzbek or Russian and saves the answers in fields. A large or urgent request goes straight to a manager’s phone if your rule says so; for the rest it schedules a callback at the agreed time or creates a task. Contracts and price negotiation stay with the manager.
If you use Bitrix24, the lead or deal appears in the CRM with the call’s recording and transcript: Bitrix24 integration. More: calls in your CRM and AI operator for education centres. Try it live or call 78 778 01 23.
Questions
Should we quote a price straight away?
Give a range, for example per group or per employee, from your price list. The exact price depends on headcount, format and timing, and the manager puts it in the proposal.
Can the operator negotiate the contract?
No, the manager does that. The operator qualifies the request, notes the answers and books a call or meeting with the manager.
What if the HR person speaks Russian?
The operator speaks Uzbek and Russian and answers in the caller’s language. The language of the training itself is a separate question, and the operator asks it too.