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Inbound Lead Qualification

A qualification summary and next step for every new inbound lead.

Intent ConversionReviewed

Sample result

Run live demo
Score new inbound leads
ContactCompanyTitleSource
1Ines RahmanUmbra DynamicsDirector of OperationsWebsite Demo Request
2Maria GarciaStarlight LogisticsVP of LogisticsWebinar: 'Q4 Freight Outlook'
3Ben CarterApex Freight SolutionsLogistics CoordinatorPricing Page Visit
4David ChenMomentum ShippingFleet ManagerEbook: 'TMS Efficiency'
5Leo VanceState UniversityStudentEbook: 'TMS Efficiency'

Example run

You ask

“Qualify my new inbound leads from the past week.”

9:01 AM
Finding new inbound leads

Found 5 new leads from website forms, webinars, and content downloads in the last 7 days.

9:02 AM
Enriching contact and company info

Enriched all 5 leads. Found titles like 'Director of Operations' and 'VP of Logistics', and confirmed company industries like freight brokerage.

9:03 AM
Qualifying leads against CRM data

Scored leads based on title, company, and source. 'Director' and 'VP' titles at logistics companies are high-fit. Students are low-fit.

9:04 AM
You get

New Qualified Inbound Leads

9:04 AM

Who it's for

Your website generates a steady flow of inbound leads, but figuring out which ones are sales-ready takes too much research. This skill is for the sales development reps who need to instantly separate high-intent prospects from the noise and prioritize their outreach.

What it does

Every fifteen minutes, this skill scans for new leads, using Expertise Enrichment and Live to build a complete picture of the person and their company. It then scores the lead against your defined qualification criteria and drafts a summary for your review.

What you need

To begin, you'll connect your Salesforce instance where new leads are created. Access to Expertise Enrichment and Expertise Live is also required for the skill to research and score each prospect automatically.

What you get

The skill delivers a qualification scorecard for each inbound lead, summarizing their fit, plus a drafted email to notify the assigned rep. This gives you a clear, actionable summary to decide on the next step without digging through CRM records.

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