Lead qualification

Lead qualification is an automation that works every inbound lead the moment it arrives. It enriches the lead with public detail like company, size, industry, and role, scores it against your ideal customer profile, and routes the hot ones to a rep with a short brief while the rest go into a nurture sequence. It does the research and sorting a rep would otherwise do by hand, on every lead, instantly and consistently. The point is not to replace the sales conversation. It is to make sure reps spend that conversation on leads worth calling, reached while they are still warm.

Built-in CRM scoring usually adds points from rules you set by hand, off the fields you already have, and it does not go and research the lead. This enriches each lead with outside data first, so the score is based on who the company and person actually are, not just what they typed into a form. It then researches context, writes the rep a brief, and routes the lead, which basic scoring does not do. And it is tuned to who really closes for you rather than a generic point system, with every score showing its reasons so a rep can trust it or overrule it.

That is the risk we tune hardest against, because a good buyer marked cold is lost revenue you never notice. Every score comes with its reasons in plain language, so a rep can see exactly why a lead ranked where it did and overrule it in a click. The scoring is tuned against your real past deals, not a template, and the first weeks are spent testing it on known-good and known-bad leads before anyone relies on it. Nothing is deleted or hidden. A low score deprioritizes a lead and keeps it in nurture, it does not throw it away.

Yes, always. The automation does the groundwork: it enriches, scores, briefs, and routes, so a rep opens a sorted queue instead of a raw pile. The rep decides who to call and runs every sales conversation. The score is a recommendation with its reasoning attached, not a verdict, and a rep can promote or drop any lead. This is deliberately not an auto-dialer that blasts everyone. It prioritizes and briefs so a person spends their judgment where it counts.

On the CRM side, Attio, HubSpot, Salesforce, and Pipedrive, so scored leads and briefs land where your reps already work. For capture, your website forms, Gmail, Outlook, and Calendly. For enrichment, sources like Clearbit, Apollo, and LinkedIn. For routing and alerts, Slack or email. Most tools with an API can be added. The audit maps your exact stack and picks the enrichment sources that fit your market and budget.

Usually two to three weeks. The first days go to defining your ideal customer profile, connecting your CRM and lead sources, and choosing enrichment sources. Then the scoring runs against a batch of your real past leads, both ones that closed and ones that went nowhere, so it gets tuned to your business before it touches live traffic. You go live once the scores match what your reps would say by hand, which is what makes the routing worth trusting instead of second-guessing.

Two parts. Tooling runs as a monthly cost for enrichment data and model usage, typically a per-lead or per-seat range that scales with your volume. Implementation is a fixed scope, quoted once the audit maps your lead sources, CRM, and scoring criteria, so you are pricing a defined build rather than an open-ended retainer. The audit is where the scope and price get set against every other opportunity in your business, so you are not guessing at effort up front. Priced as part of the audit.