Lead qualification
Qualify leads and accounts against shared fit, urgency, intent, and buying-committee standards before sales accepts the handoff.
How the workflow runs
- 01
Agree on the standard
Define fit, urgency, disqualifying evidence, and the threshold for each downstream motion.
- 02
Complete the evidence
Fill the company, contact, engagement, and buying-context gaps that affect the decision.
- 03
Separate fit from timing
Show whether the account belongs and whether there is a reason to act now.
- 04
Route with a reason
Send qualified demand, ownership, SLA, and supporting evidence to the right team.
Evidence in, action out.
The operating problem
Marketing and sales use different qualification standards, creating slow handoffs and large volumes of weak demand.
How the workflow runs
Combine fit, urgency, engagement, buying-committee coverage, and disqualifying evidence in one visible framework.
Evidence and inputs
Firmographics, technographics, role data, engagement, intent, CRM history, usage, qualification questions, and negative fit.
Actions and handoffs
Complete fields, score demand, explain results, route ownership, set SLAs, and nurture lower-readiness accounts.
Operating outcome
Teams share an auditable definition of qualified demand and sellers spend less time on poor-fit leads.
Controls for production
Documented rules, evidence requirements, negative scoring, overrides, thresholds, routing, SLAs, and strategic-account review.
Make qualification a shared operating rule
Marketing and sales see the same criteria, the same disqualifying evidence, and the same reason a record moved.
Company Brain
Holds your ICP, qualification rules and disqualifiers, so every lead is scored against the same standard.
Coworkers
Score each new lead when a form or CRM record arrives, and recheck open accounts every morning.
Approvals
A seller confirms borderline routes and disqualifications before the CRM is updated. Every decision is logged.
One intelligence layer from plan to delivery
Faster time-to-insight
Fewer tools needed
Avg. cost reduction
Saved per team per week
Reliable qualification that gets results
Pull records and activity from forms, marketing automation, enrichment, product, and CRM; return scores, reasoning, ownership, and SLA.
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