Warm Leads Contacted
Before Your
Competitor Wakes Up
TIME SAVED
⏱ 5–8 hrs/wk
TIME TO DEPLOY
⚡ 3–4 hrs
The Result at a Glance
Lead submits a form. AI scores it, assigns it, and fires the first outreach. Your sales rep's first touch is informed, fast, and already personalized.
Trigger
New lead form submission received
AI evaluates every response against a weighted scoring model
Lead assigned to the right rep based on fit, industry, and capacity
Outreach sequence launches automatically based on lead score
Output
Best leads reached within minutes. Nothing falls through. Pipeline moves.
Step-by-Step Breakdown
How We Built It
Five steps. No manual sorting.
SCORING MODEL
We built the qualification criteria before anything touched a lead
The first session with the sales team defined what a real opportunity looks like versus noise. Revenue band, headcount, decision-maker title, timeline, and industry vertical each got a weighted value. Disqualifiers documented too: budget mismatches, geographies not served, company stages that churn fast. The output was a scoring rubric Claude uses on every submission. No gut calls. No rep-to-rep inconsistency.
SCORING
Every incoming lead scored in seconds against that rubric
The moment a prospect completes the intake form, Claude reads every response and runs it against the scoring model. Points tallied, qualification tier assigned: high-fit, warm, or not-yet-ready. The score is written directly into the CRM record before any human sees the lead. Reps open HubSpot already knowing exactly what they are working with.
ROUTING
Lead assigned to the right rep without anyone making that decision
Routing rules handle assignment automatically based on industry specialty, region, pipeline load, and deal size. A high-fit financial services lead in Midtown goes to the rep who closes financial services. A small retail inquiry goes into a different track. No manager triaging a shared inbox. The right person gets notified the moment assignment happens.
OUTREACH
First email tailored to the lead's profile and score tier. Sent automatically.
High-fit leads get a personalized outreach email written by Claude referencing their specific industry, stated challenge, and a relevant result from a comparable client. Warm leads enter a four-touch nurture sequence over two weeks. Low-score submissions get a lightweight check-in. No lead gets a generic blast. Every sequence written once and runs indefinitely.
FINAL OUTPUT
CRM stays current. Performance data feeds back into the scoring model.
Every touch, response, and outcome writes back to HubSpot automatically. The sales manager gets a weekly summary: lead volume by source, score distribution, response rates by tier, conversion by rep. After 60 days, we reviewed the scoring model against actual closed deals and recalibrated variables that were overweighted. The system gets more accurate the longer it runs.
Tech Stack
What We Used
Free-tier friendly. Likely already in your stack.
GET THIS BUILT FOR YOUR BUSINESS
Want us to implement this for you?
This is one workflow. We map your full operation and build the highest-leverage automations first.
30-minute strategy session. No pitch. You leave with a clear picture of what to automate next.