Product 02
Sales agent
Qualify leads, enrich the CRM and prepare context briefs so your salespeople only call who's worth the time.
01 / Product
What it does
A sales agent processes incoming leads (forms, imports, integrations), qualifies them against criteria you define (industry, size, budget, urgency), enriches the record with public data (website, social, company), prepares a context brief for the rep, and can personalise the first touch in the agreed tone.
02 / Stack
What the implementation includes
Discovery session to define qualification criteria and CRM flow
Integration with HubSpot, Pipedrive, Salesly or your API-enabled CRM
Automatic enrichment (prospect website, company, public LinkedIn)
Outreach templates in your tone, adaptable per segment
Evals on real leads before going to production
Kill-switch and manual fallback documented in the SOW
Full handover at contract end
03 / Fit
When it fits
- ✓You receive ≥20 leads per week with variable quality
- ✓You have a functional CRM with API (not a plain spreadsheet)
- ✓Your salespeople spend more time filtering than selling
- ✓You have a clear idea of what a good lead looks like
- ✕You do enterprise sales with long cycles and personal relationships as the key factor
- ✕You don't have a CRM and aren't ready to set one up
- ✕You want an agent that closes deals on its own
- ✕Your lead criterion is 'everything that comes in is worth it'
04 / Example
A B2B team receives 60 leads a week via form. They used to spend two hours a day filtering and enriching manually; now the agent scores each lead, adds company context and prioritises. Salespeople open the CRM and see the 5-8 leads worth the effort that day, each with a ready context brief.
05 / Signals
Signals you need this product
- 01 Your sales team spends more hours classifying leads than calling them
- 02 You receive leads from multiple channels (web, fairs, partners) and lose traceability
- 03 Salespeople open the CRM and need 15 minutes to prepare each call
- 04 You have hypotheses about your ideal customer but can't apply them systematically
06 / FAQ
Frequently asked questions
HubSpot, Pipedrive, Salesly, Zoho, Salesforce and any CRM with a REST API. If your CRM is a spreadsheet, you'd first need to migrate it or use an operations agent to build the data layer.
Only if agreed in the SOW, and always with assisted reply by default: the agent drafts, a human validates before sending. We can open to autonomous for specific segments after measuring quality.
Criteria are defined in the discovery session and stored in the persona file: budget, industry, geography, company size, intent signals. As conversion data accumulates, the criteria are refined.
With public LinkedIn data (accessible profiles), yes. We don't do aggressive scraping or anything outside terms of service.
Weekly evals review samples of discarded leads. False negatives feed back into the prompt and may change the criteria. The kill-switch lets you disable qualification while reviewing.
Between 4 and 8 weeks depending on CRM complexity and the number of segments.
30 minutes, no commitment.
If your team repeats tasks every day, or your website does not bring you clients, a conversation probably pays for itself. No pressure.