Score inbound leads and alert sales with context on Slack

Every inbound lead is automatically scored against your ideal customer profile and sent to Slack with talking points for sales.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new lead submitted"]:::trig s0["scores lead against ICP"]:::task s1["filters by score"]:::task trig --> s0 s0 --> s1 gx{"× does lead meet score threshold"}:::gate s1 --> gx p00["lead discarded"]:::task gx -->|"low score"| p00 p10["enriches with talking points"]:::task gx -->|"qualified lead"| p10 p11["posts alert to Slack"]:::task p10 --> p11 p00 --> out p11 --> out out[/"Slack alert with talking points"/]:::out pay{{"sales follows up while hot"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Lead Generation & ProspectingMessaging & NotificationsReporting & AnalyticsAPI & Webhook Integration
Connects
OctaveSlack

The problem it solves

You get inbound leads from your website or forms, but by the time someone looks at them the moment has passed. Your team has no idea which leads are worth chasing or what to say when they call, so good prospects go cold.

Who it fits

Sales and revenue teams handling inbound leads from a website, demo request, or content download.

How it works

  1. A new lead comes in from a website form, demo request, or download
  2. The lead is scored against your ideal customer profile
  3. Low-scoring leads are filtered out automatically
  4. Qualified leads are enriched with likely pain points, talking points, and relevant customer examples
  5. A detailed alert is posted to Slack so sales can follow up with real context
What you get

Leads scored with talking points ready for outreach

Every inbound lead gets scored against your ideal customer profile and lands in Slack with talking points ready for your team.

What you get

A Slack alert for each qualified lead with a fit score and specific talking points for the first call.

What you need

An Octave account and a Slack workspace with a channel for lead alerts.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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