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SaaS

Lead Qualification Bot

Score and qualify leads with intent signals, not just form fills.

Lead Qualification Bot

The Problem

A B2B SaaS company generating 500+ inbound leads monthly uses static lead scoring: job title gets 10 points, company size 15 points, whitepaper download 20 points. This treats all VP titles equally, ignores buying committee dynamics, and scores competitors the same as prospects.

6sense demonstrated that intent signals across buying committees identify in-market accounts. Drift proved conversational AI can engage visitors and book meetings in real time. Predictive scoring increases sales acceptance rates by up to 35% versus rules-based scoring (Forrester 2024).

The result of bad scoring: sales wastes time on unqualified leads, qualified prospects go cold waiting, and marketing cannot measure true lead quality.

The Solution

This agent replaces static scoring with a predictive model trained on your closed-won and closed-lost data. It evaluates leads across firmographic fit (company size, industry, tech stack), behavioral signals (pages viewed, content consumed, engagement frequency), and third-party intent signals where available.

When a high-scoring lead engages — visits pricing, returns for a third session, submits a demo request — the agent engages conversationally, asks qualifying questions aligned with your sales methodology (BANT, MEDDIC, or custom), captures budget and timeline, and books a meeting on the rep's calendar.

Sales receives a complete lead dossier: qualification answers, behavioral timeline, firmographic profile, and fit score with transparent feature explanations.

How It's Built

Productized service. Senior engineer builds scoring model from CRM data (Salesforce, HubSpot), configures engagement triggers, maps qualification to your methodology. Setup: 2-3 weeks.

Capabilities
01

Predictive Lead Scoring

ML model trained on your CRM data. Scores on firmographic fit, behavioral engagement, and intent signals. Transparent feature explanations.

02

Conversational Qualification

Engages high-scoring leads via chat or email. Qualifying questions aligned with your sales methodology.

03

Automated Meeting Booking

Books on the assigned rep's calendar based on territory and availability. Sends confirmation and prep materials.

04

Lead Dossier Generation

Packages qualification answers, behavioral timeline, firmographic profile, and score into a structured briefing.

Build this agent for your workflow.

We custom-build each agent to fit your data, your rules, and your existing systems.

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