Sales
On demand
Inbound Lead Qualification Agent
See fit before the first handoff.
Review new enquiries against your ideal customer criteria and suggest the next step.
Assess this invoice-process enquiry and draft a helpful next response.
- Read the request and supporting information
What it does
Decide whether to book a call or ask another question.
Review new enquiries against your ideal customer criteria and suggest the next step. Built for sales development teams.
Read the lead context
Provide the enquiry and a short description of the customers and work you serve. Company information and previous enquiries can reduce unnecessary follow-up questions.
Assess the stated criteria
Check fit, identify missing information and decide whether to suggest a call or ask a question.
Review the qualification
Get a fit summary and a draft response for the sales owner to review.
How it works
Review new enquiries against your ideal customer criteria and suggest the next step. Built for sales development teams.
- Approved documents and context
- Distinguish missing information from a hard disqualifier. Confirm contact permission and keep inferred authority or budget out of CRM facts. Links to the original information and the date it was checked Optional: the company's own website and public business profile, to verify stated activity, location and fit criteria. Optional: earlier enquiries and verified qualification outcomes for similar requests, to identify useful missing questions.
- Focus sales attention on relevant enquiries
- Compare each enquiry with your qualification criteria and see the gaps before deciding how to proceed.
- Move to the next conversation sooner
- Review a response that proposes a conversation or asks for the essential missing details, reducing drafting time.
- Typeform · Read submitted inquiry and consent (read)
- Use the buyer’s actual answers.
- HubSpot · Read existing lead/account context (read)
- Avoid duplicate or conflicting qualification.
- Google Drive · Read approved qualification rules (read)
- Apply explicit fit criteria.
- Human review and permissions
- Sales development teams review the lead fit summary and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Typeform, HubSpot, Google Drive.
02Check what matters
Check fit, identify missing information and decide whether to suggest a call or ask a question.
03Prepare the result
How the enquiry matches your criteria, with missing information clearly shown. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Sales development teams review the lead fit summary and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
Forms & research
Typeform
Google Forms
CRM
HubSpot
Salesforce
Documents
Google Drive
Microsoft OneDrive
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Decide how to handle new enquiries sooner, with the fit and missing information already laid out.
- Focus sales attention on relevant enquiries
- Compare each enquiry with your qualification criteria and see the gaps before deciding how to proceed.
- Move to the next conversation sooner
- Review a response that proposes a conversation or asks for the essential missing details, reducing drafting time.
More for sales teams
Meeting Prep & Follow-up
Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Proposal Draft Builder
Turn agreed customer needs into a proposal draft with scope, price, timing and exclusions.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.