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Sales · SALES_QUAL_AGENT

Lead Qualification Agent

Score and route inbound leads before your reps engage

Conversational and form-based qualification that enriches firmographics, scores fit against your ICP, and books meetings or nurtures — without letting unqualified leads clog the pipeline.

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Business problem

SDRs spend most of their week on leads that will never close, while high-intent prospects wait hours for a response and go to competitors.

Intended users

  • Sales development and inside sales managers
  • Demand generation leads optimising MQL-to-SQL conversion
  • Revenue operations owners of routing rules

Key outcomes

  • Instant engagement on web forms, chat, and LinkedIn within brand voice guardrails
  • ICP-aligned scores with explainable criteria surfaced to reps
  • Automatic CRM creation with enriched firmographic and intent fields
  • Calendar handoff for qualified prospects or nurture tracks for long-cycle fits

Visual workflow

workflow / agent-pipelineIllustrative
  1. 01

    Input

    Lead signal from form submit, chat opener, or CRM import with UTM attribution and geo hints.

  2. 02

    Agent

    The agent asks discovery questions, enriches company data from third-party APIs, and computes a fit score against your ICP matrix.

  3. 03

    Validation

    Fraud signals, disposable email checks, and duplicate lead detection prevent polluted CRM records.

  4. 04

    Human Review

    Borderline scores or enterprise accounts flagged as strategic route to an SDR queue with conversation transcript.

  5. 05

    Action

    Qualified leads sync to CRM, trigger Slack alerts, and offer calendar slots; others enter nurture sequences.

  6. 06

    Record

    Full conversation log, score breakdown, enrichment payload, and routing decision stored on the lead record.

Inputs

  • • ICP criteria (industry, size, tech stack, geography)
  • • Discovery question scripts and objection handlers
  • • CRM pipeline stages and owner assignment rules
  • • Enrichment API credentials (Clearbit, ZoomInfo, etc.)

Outputs

  • • Scored lead records with qualification notes
  • • Meeting bookings on rep calendars
  • • Nurture enrollment events
  • • Weekly funnel quality dashboards

Integration categories

CRM platformsMarketing automationCalendar schedulingData enrichment APIs

Human review points

  • • Enterprise accounts above ARR threshold
  • • Scores within configurable gray band
  • • Leads requesting pricing on non-standard SKUs

Security & data handling

  • • PII minimisation — only fields required for scoring are retained
  • • Opt-out and consent flags honoured before outreach continues
  • • Conversation logs access-restricted to sales roles

Deployment process

  1. Define ICP rubric and scoring weights with sales leadership
  2. Connect CRM, calendar, and enrichment sources
  3. Pilot on one inbound channel and compare SQL rates
  4. Roll out multi-channel, tune scripts, and train SDRs on handoffs

FAQ

Will it sound like our brand?

Tone, vocabulary, and escalation phrases are configured during onboarding and reviewed with your marketing team before go-live.

Can reps override a disqualification?

Yes. Reps can reclaim leads from nurture with audit notes; overrides feed back into scoring calibration.

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