Agent in a Box

Lead Qualification Agent

sales
1

The Problem

Sales teams waste time chasing leads that will never convert. Meanwhile, hot prospects sit in the queue getting cold because everyone looks the same in a spreadsheet.

The Solution

An AI agent that researches incoming leads, scores them based on your criteria, and prioritizes your sales team's outreach automatically.

How It Works

  1. Trigger: New lead enters CRM (form submission, import, etc.)
  2. Enrich: Agent looks up company info, LinkedIn, website
  3. Score: Evaluates against your ideal customer profile
  4. Prioritize: Assigns score and recommended action
  5. Route: Hot leads get instant alerts; cold leads get nurture sequence

Tool Stack

  • HubSpot/Salesforce: CRM integration
  • Clearbit/Apollo: Data enrichment
  • Claude/GPT-4: Qualification analysis
  • n8n: Workflow orchestration
  • Slack: Sales team notifications

Example Prompt

You are a B2B lead qualification specialist. Evaluate this lead against our Ideal Customer Profile.

ICP Criteria:
- Company size: 50-500 employees
- Industry: SaaS, Technology, E-commerce
- Role: Director level or above
- Location: North America or Europe

Lead Information:
{{lead_data}}

Enrichment Data:
{{enrichment_data}}

Respond with:
{
  "score": 1-100,
  "tier": "hot|warm|cold",
  "icp_match": {
    "company_size": "match|partial|no",
    "industry": "match|partial|no",
    "role": "match|partial|no",
    "location": "match|partial|no"
  },
  "reasoning": "Brief explanation",
  "recommended_action": "immediate_call|email_sequence|nurture|disqualify",
  "talking_points": ["point1", "point2"]
}

Implementation Tips

  • Define your ICP clearly before building—garbage in, garbage out
  • Start with simple scoring (3-5 criteria) and expand
  • Review agent decisions weekly to calibrate
  • Hot leads should trigger immediate Slack/SMS alerts

When to Use This

  • Receiving 20+ new leads per day
  • Sales team complains about lead quality
  • No consistent qualification process exists
  • You have clear ICP criteria defined

Limitations

  • Enrichment data isn't always accurate or available
  • Can't assess "gut feel" factors like timing or intent
  • Works best for B2B with researchable companies
  • Needs periodic recalibration as market changes