Enrich and score new leads automatically before your team calls

New leads get researched, scored against your ideal customer profile, and routed to the right team channel automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Transient Trigger (23)

flowchart TD trig>"new lead email received"]:::trig s0["enrich lead data"]:::svc s1["ai scores lead fit"]:::svc trig --> s0 s0 --> s1 gx{"× lead scored hot or not"}:::gate s1 --> gx p00["send instant alert with draft"]:::task gx -->|"hot lead"| p00 p10["log and route to channel"]:::task gx -->|"warm or cold lead"| p10 p00 --> out p10 --> out out[/"leads scored and routed automatically"/]:::out pay{{"reps focus on best-fit prospects immediately"}}:::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 itAn outside serviceOne path onlyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineEmail Automation
Connects
People Data LabsPerplexityClaudeSlackGmailHubSpot

The problem it solves

Every new lead that comes in needs research before your sales team can prioritize it, but looking up company details, recent news, and fit against your ideal customer manually eats up time you don't have. By the time reps get to a lead, the moment may have passed.

Who it fits

A sales or marketing team handling a steady stream of inbound leads who need to focus reps' time on the best-fit prospects.

How it works

  1. A new lead's email address comes in
  2. The system enriches it with company and contact data, recent research, and optional profile details
  3. AI scores the lead against your ideal customer criteria
  4. Hot leads trigger an instant alert with a suggested email draft
  5. Warm and cold leads are logged and routed to the right channel automatically
What you get

Leads ranked by fit before reps call

Give your reps a ranked list of leads worth calling first, backed by research on each one.

What you get

A scored, enriched lead with an instant alert for your best prospects and a record for everyone else.

What you need

A People Data Labs account, a Perplexity API account, an Anthropic API key, a Slack workspace, and Gmail.

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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