AI automation · Sales & marketing
AI lead scoring and qualification
Enrich, score, and route inbound leads in seconds, not days.
- On arrivalEnrichment and scoring
- Your rulesRouting to the right rep
- DossierReady before the first call
How it runs
From incoming event to a verified update in your system
- Form or email submitted Web form, inbound email, or ad conversion webhook
- Data enrichment engine Scraping firmographics, headcount, revenue & tech stack
- ICP scoring & deduplication Scored against your ideal customer profile matrix
- Account executive alert Instant alert with prospect dossier in Slack / Teams
- Targeted first outreach Personalized email offering specific calendar slots
Guardrails
The model reads. Rules decide. A person approves.
- Human approval gatesAnything below your confidence threshold goes to a person with the context filled in.
- Deterministic numbersPrices, tax, ledger amounts and stock are computed by code, never by the model.
- Your data stays yoursNot retained or used to train third-party models.
Name: Marcus Vance · Email: marcus@vancemanufacturing.com · Note: Need to replace legacy ERP for 120 staff.
Enrichment complete: Vance Mfg · 140 employees · Revenue $28M · Industry: Precision Machining · Fit Score: 94/100 (Tier 1 ICP)
Opportunity created in CRM. Lead assigned to Senior Enterprise AE. Tailored discovery invitation dispatched with pre-selected manufacturing case study.
Grounded in live databaseWhat we build
Capabilities
Instant Firmographic Enrichment
As soon as a prospect enters their business email, the engine pulls company headcount, industry, estimated revenue, and current tech stack.
Custom Objective Scoring Matrix
Evaluates leads based on criteria you define (company size, operational bottleneck, timeline) rather than arbitrary marketing scores.
Capacity-Aware Territory Routing
Routes qualified leads according to industry expertise, geographic territories, and individual rep calendar availability.
Spam & Disqualification Guard
Filters out student inquiries, vendor solicitations, and bad-fit leads, keeping your sales team focused exclusively on revenue opportunities.
Before and after
What changes, step by step
Response time
Form submissions wait 24–48 hours until someone reviews inbox
Prospect engaged within 90 seconds while still at their desk
Rep research
Sales reps spend 30 minutes manually browsing LinkedIn before calling
Lead arrives with verified dossier, headcount, and pain points
Lead routing
Manual forwarding over email; leads slip through the cracks
Instant, rule-governed routing to the designated account executive
Data quality
Incomplete names, typos, and duplicate contacts clutter CRM
Clean, deduplicated, enriched record formatted automatically
Where does the enrichment data come from?
We query verified commercial data providers and public business registries via secure APIs to ensure high accuracy without scraping private personal data.
Can we customize the scoring criteria?
Completely. You define what makes a great lead (e.g. minimum 30 headcount, specific ERP in place, distribution industry) and the engine scores accordingly.
Does it write directly into our CRM?
Yes. We natively map to HubSpot, Salesforce, Zoho CRM, Odoo CRM, and custom relational databases with full field mapping.
Next step
Ready to automate lead qualification in your business?
A 30-minute call. We look at your workflow and sample inputs and show how the automation would connect.
First call: 30 minutes · A senior consultant, not a sales rep