For B2B sales teams
Qualify, research, and route inbound leads before reps waste time.
A focused AI workflow that enriches inbound enquiries, scores fit, drafts first-response context, and routes qualified opportunities into your CRM with human approval where needed.
Lead context in minutes
Human approval before outreach
CRM routing and notes
Sales gets cleaner context, faster follow-up, and a measurable view of lead quality before campaign spend increases.
Implementation plan
A scoped path from campaign click to useful project conversation.
Each campaign page is designed to help visitors understand the specific problem, see the work involved, and contact you with better context.
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01
Define ICP and disqualification rules
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02
Connect form, CRM, and enrichment sources
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03
Build scoring and explanation logic
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04
Review results and tune quality
Trust and controls
Governance is part of the build, not a late add-on.
For a B2B software workflow, we mapped qualification criteria, built a research-and-scoring flow, and connected the handoff into CRM review.
Controls included
- Human review before external messages
- Clear scoring reason on every lead
- No autonomous CRM changes without rules
Typical integrations
HubSpot
Salesforce
Clay
Zapier
Google Sheets
Slack
Ready to move?
Start with a focused fit check before committing to a build.
Send the short enquiry and we will reply with the most sensible next step, expected inputs, and likely scope path.