AI lead qualification, automated
Stop letting reps sift raw form fills. We build you a private tool that enriches every inbound lead, scores it against your ideal customer profile and pushes only the ones worth working into your CRM.
The problem with manual lead triage
Slow first response
Good leads wait while someone researches the company and decides whether it's worth a call — and interest cools fast.
Reps chase bad fits
Without a consistent filter, time goes into enquiries that were never going to buy at your price point.
Scoring is inconsistent
Two reps rate the same lead differently, so pipeline forecasts and follow-up priorities drift from reality.
How the automation works
One tool in your dashboard, calibrated against leads you've already won and lost.
1. Capture the lead
Form submissions, inbox enquiries or uploaded lists arrive in the tool, deduplicated against what you already have.
2. Enrich the record
Company, size, industry and location are looked up from the email domain, and messy fields are cleaned into a consistent shape.
3. Score against your criteria
Explicit rules handle the hard filters; an AI step reads the free-text enquiry for intent, urgency and fit, and writes a short reason.
4. Route to the right owner
Qualified leads go to your CRM and the right rep, borderline ones to a review queue, and clear no-fits are archived with the reason kept.
Inputs and outputs
What you provide
- Your form, inbox or list of inbound leads
- Your ideal customer profile and disqualifying criteria
- Optional: CRM access and owner assignment rules
- Optional: examples of past good and bad leads to calibrate scoring
What you get back
- A score and tier for every lead
- Enriched company size, industry, domain and location
- A written reason for the score you can audit
- CRM record created or updated with the owner assigned
- Review queue for borderline leads instead of silent rejection
Lead qualification questions
What scoring criteria can be used?
Anything you can describe: company size, industry, region, budget signals, job title, the wording of the enquiry, or how well it matches past closed-won deals. We turn your criteria into explicit rules plus an AI read of free-text fields.
Where do the leads come from?
Website forms, landing pages, a shared inbox, LinkedIn exports, event lists or a CSV upload. Anything with a webhook or a file can feed the automation.
What enrichment is included?
Company domain, size, industry and location from public sources, plus tidy-up of names, emails and phone formats. Paid enrichment providers can be plugged in using your own account if you already have one.
Does it write to our CRM?
Yes. Qualified leads can be created or updated directly in HubSpot, Pipedrive, Salesforce or a spreadsheet, with the score and reasoning attached to the record.
How do we know why a lead was scored that way?
Every run stores the score, the criteria it matched and a short written reason, so your team can audit decisions and adjust the rules over time.
Get lead scoring built for your pipeline
Share your ideal customer profile and a sample of recent leads. We build the tool, calibrate the scoring and hand it over in your dashboard.