AI Agent · 2025
Lead Qualification Agent
An agent for the awkward gap between "someone filled out the form" and "sales knows what to do next."
Lead Qualification Agent
The challenge
Good and bad leads were landing in the same place. Someone had to research the company, judge fit, write the first reply, and update the CRM before the lead went cold.
What I built
The agent enriches the lead, checks fit, writes a short summary, drafts the reply, and sends bigger accounts to a person before anything goes out.
What changed
Sales starts with context instead of a blank tab. The CRM is cleaner, and the team can see why a lead was routed one way or another.
Workflow
How the agent does the work.
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Step 01
Capture inbound lead from forms, inboxes, or CRM events.
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Step 02
Research company profile, role, intent, and likely fit.
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Step 03
Score the lead and generate a short decision summary.
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Step 04
Draft outreach, notify Slack, and prepare CRM updates.
Build pattern
What changes when this becomes software.
This is a representative build pattern. Private client details stay anonymized, so the proof focuses on workflow evidence, review controls, and implementation shape.
Before
Good and bad leads were landing in the same place. Someone had to research the company, judge fit, write the first reply, and update the CRM before the lead went cold.
After
Sales starts with context instead of a blank tab. The CRM is cleaner, and the team can see why a lead was routed one way or another.
The agent handles
- Capture inbound lead from forms, inboxes, or CRM events.
- Research company profile, role, intent, and likely fit.
- Score the lead and generate a short decision summary.
Humans stay in control
- Approve sensitive actions before they leave the system
- Review low-confidence or unusual cases
- Adjust rules when the workflow changes
Likely tools
Guardrails
- Keep irreversible or sensitive steps behind approval.
- Log the inputs, output, and reason for each important decision.
- Route low-confidence work to a person instead of forcing automation.
Success signals
- Lead response time drops
- CRM notes become cleaner
- Sales can see routing reasons
Proof to review before trusting it
- Workflow map showing the trigger, context sources, decision points, and final handoff.
- Review screen outline showing what the human approves, edits, rejects, or escalates.
- Run log shape covering inputs, output, confidence, source references, and action history.
Build something similar
Got a workflow that keeps eating time?
I can help figure out what should be automated, where a human still belongs, and what the first useful version should look like.
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