A pipeline that researches and qualifies itself
A digital sales assistant that researches new leads, scores them against your ideal customer profile and drafts personal follow-ups for review.
- Type
- Solution showcase
- Industry
- Sales
- Deployment
- Connected to the CRM, web research and email
- Services
- AI Agents, API Integration
The challenge
Sales teams lose hours researching leads before the first conversation, and good leads go cold while they wait. Meanwhile the CRM falls out of date, because updating it is nobody’s favourite job.
The solution
The Lead Research Agent picks up every new lead, researches the company from its website and public sources, and scores it against your ideal customer profile. It writes a short brief into the CRM, drafts a personal first email for the rep to approve, and schedules the follow-ups, so every good lead gets a timely, well-informed response.
What it includes
- Automatic research on every new lead
- Scoring against your ideal customer profile
- CRM briefs written for the rep
- Personal email drafts for approval
- Follow-up scheduling and CRM hygiene
How it works
- 01
Research
The agent gathers company size, sector, recent news and likely needs from public sources.
- 02
Score
It scores each lead against your ideal customer profile and explains why.
- 03
Draft
It writes a CRM brief and a personal first email for the rep to approve.
- 04
Follow up
It schedules follow-ups and keeps the CRM current as conversations progress.
Design targets
This is a solution showcase: a system Quibo designs and builds for this kind of problem. Figures are the design targets we build and test against, not results from a named client. Targets for your business are agreed and measured during the proof stage.
Services used
Want a system like this?
Tell us about the process or the cameras you have. We will tell you honestly what is achievable, and propose a short proof stage on your own data.
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