Lead Qualification Agent

🤖 Explain with AI

The Lead Qualification Agent is an intelligent sales support tool designed to streamline the top-of-funnel sales process. It automates the research, enrichment, and scoring of potential customers, allowing sales teams to focus their efforts on high-probability opportunities rather than manual data entry and vetting.

Capabilities & Features¶

The Lead Qualification Agent is engineered to perform the following critical sales tasks:

• Data Enrichment: Automatically gathers public information about a prospect (e.g., company size, industry, location, recent news) based on limited input like an email or domain.
• Lead Scoring: Assigns a numerical value or status (e.g., Hot, Warm, Cold) to leads based on pre-defined Ideal Customer Profile (ICP) criteria.
• Intent Analysis: Analyzes the content of initial inquiries or contact form messages to detect buying urgency and specific pain points.
• Prioritization: Sorts and categorizes incoming leads to ensure the sales team contacts the most valuable prospects first.

Integration Guide¶

Unlike standard API-integrated tools, the Lead Qualification Agent is deployed and managed directly through 4Geeks’ support and engineering teams.

1. Request Access: Contact your assigned 4Geeks account manager to request the Lead Qualification Agent.
2. Configuration: A 4Geeks staff member will collaborate with you to define your Ideal Customer Profile (ICP), scoring logic, and integration points (e.g., CRM or email).
3. Deployment: The agent is integrated into your existing workflow (e.g., triggered by a “Contact Us” form submission or a CSV upload) by 4Geeks technicians.

Workflow Scenarios & Token Usage¶

The following scenarios illustrate how the agent interacts with users and estimates the associated costs based on the 4Geeks token model.

Scenario 1: Inbound Lead Processing¶

A user submits a “Contact Us” form on a corporate website. The agent intercepts the data, researches the company, scores the lead, and provides a summary to the Sales Representative via CRM.

sequenceDiagram
  autonumber
  actor Prospect as Web Visitor
  participant Form as Website Form
  participant Agent as Lead Qual Agent
  participant CRM as Sales CRM

  Prospect->>Form: Submits Inquiry
  Note right of Prospect: Input: ~50 words

  Form->>Agent: Triggers Agent

  Agent->>Agent: Extract Domain & Research
  Agent->>Agent: Compare against ICP
  Agent->>Agent: Calculate Score (1-100)

  Agent-->>CRM: Pushes Enriched Profile & Score
  Note left of Agent: Output: ~350 words

Cost Estimation¶

• Input Data: Name, Email, Company Name, and Inquiry Message (~50 words).
• Output Data:
  • Company Bio & Stats (Revenue/Size)
  • Lead Score & Rationale
  • Suggested Talking Points
  • Total Output: ~350 words.
• Total Volume: ~400 words.
• Token Calculation: 400 words ÷ 0.75 words/token = ~533 tokens.
• Estimated Cost: ~500 - 550 Tokens

Scenario 2: Batch Prospecting List¶

A Sales Development Representative (SDR) has a list of 5 potential target companies (names and domains) and needs a quick “Go/No-Go” assessment before starting outreach.

sequenceDiagram
  autonumber
  actor SDR as Sales Rep
  participant Agent as Lead Qual Agent

  SDR->>Agent: Uploads List of 5 Domains
  Note right of SDR: Input: ~40 words

  loop Per Company
      Agent->>Agent: Retrieve Industry Data
      Agent->>Agent: Check Fit vs Strategy
  end

  Agent-->>SDR: Returns Prioritized List
  Note left of Agent: Output: ~500 words

Cost Estimation¶

• Input Data: List of 5 Company Names/URLs (~40 words).
• Output Data:
  • 5 Summary Paragraphs (100 words each).
  • Total Output: ~500 words.
• Total Volume: ~540 words.
• Token Calculation: 540 words ÷ 0.75 words/token = ~720 tokens.
• Estimated Cost: ~700 - 750 Tokens

• Login or signup into Console.
• Check out the changelog.
• Contact our enterprise support team.