Sales · scenario 2 of 5
Every request qualified and on the right desk
I build qualification that reads each request, from any channel, judges its fit and hands it to the right rep with a score and a reason.
How it works
- 01 · Event
A request arrives
Phone, email, web form or CRM, turned into one record.
- 02 · Data
Only what qualifies
Need, company type, region, budget and urgency; not the full message thread.
- 03 · AI
Fit, score, owner
The AI decides fit, likelihood to close and who should take it.
- 04 · Action
Into the CRM
A structured record with score and reason is created, and the rep gets a task.
- 05 · Check
First-contact clock
No response in the agreed time: the manager is told or the lead reassigned.
- 06 · Human
Unclear goes to a person
Borderline requests reach someone, reasoning attached.
What you get
- Reps work the requests with the best chance first.
- No lead waits in an inbox because nobody owned it.
- Every score in the CRM shows why it was given.
Example
A B2B software vendor gets thirty requests a day by web form, email and phone. Each one is scored against the customer profile; the fitting ones reach the right rep within minutes, the rest get a polite reply. Rep time goes to the leads that can close.
Privacy by design
The AI gets only the fields needed to judge fit. The CRM stores the result and reason, not the raw message. The rep sees this lead, not the whole customer history.
Typical stack
LLM with structured output · scoring on your historical CRM data · n8n or Python workflows · telephony, email and CRM APIs
Built into what you already run: your CRM, telephony, n8n instance or cloud stay in place. I can also take over an existing workflow or join a running project.
Often combined with
Describe what slows you down.
You get back what to automate first — and what not to.
Have a defined project already? Send the brief.