I will develop a lead qualification agent that filters fake leads

PURPOSE

Companies who market themselves well soon have far too many people reaching out to them, many of which arenot a good fit or qualified for what they sell (e.g. they are too small or not the right industry). This process of researching a new lead and deciding whether or not to take a call is known as qualification, which is what this agent aims to automate.

VALUE

Instead of having to pay someone to manually qualify leads OR using arbitrary rules that may end up cutting outpotentially valuable leads, this automation can immediately qualify and trigger the next steps for the sales team.

USAGE

Lead submits the form with their details

Relevance company researcher scrapes their website

AI Agent looks at this information and determines based on the qualification criteria in the prompt if they are qualified or not.

If they are, it calls the 2nd workflow which then classifies the lead into SaaS or Agency (e.g. route to different reps) and sends an email notification & summary

If they are not qualified, it immediately responds to the lead asking if they would like to be connected to a partner to help them instead.