Automatically score and route product-qualified leads to sales

Active product users are scored by AI and routed to sales with company research and a ready-made talking point.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"user crosses usage threshold"]:::trig s0["enrich account with research"]:::svc s1["ai scores lead fit and intent"]:::task trig --> s0 s0 --> s1 gx{"× how hot is the lead"}:::gate s1 --> gx p00["route to sales with talking point"]:::task gx -->|"hot lead"| p00 p10["send to follow-up track"]:::task gx -->|"warm lead"| p10 p20["send to follow-up track"]:::task gx -->|"cold lead"| p20 p00 --> out p10 --> out p20 --> out out[/"lead routed with context"/]:::out pay{{"sales opens with the right pitch"}}:::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 stepAn outside serviceOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous Systems
Connects
AmplitudeClaudePeople Data LabsGoogle Docs

The problem it solves

Your product has users who are clearly ready to buy, but nobody flags them until it's too late, and sales has no context when they finally reach out. Manually reviewing usage data and researching every account just doesn't scale.

Who it fits

A product-led growth or sales development team that needs to catch high-intent users in real time.

How it works

  1. A user's product activity crosses your defined usage threshold
  2. The system pulls company details and does additional research on the account
  3. AI scores the lead's fit and intent and explains its reasoning
  4. Hot leads are routed straight to sales with a suggested conversation starter
  5. Warm and cold leads are sent to the appropriate follow-up track
What you get

Hot leads flagged before competitors reach them

You get your most engaged product users scored and routed to sales with company research and a suggested opener already prepared.

What you get

A scored, enriched lead handed to sales with the context they need to open a conversation.

What you need

An Amplitude account, an Anthropic Claude account, and a People Data Labs account.

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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