Lead Qualifier

The gap between a form submission and a real response is where most good leads quietly leave. The Lead Qualifier scores every inbound submission against your ideal customer profile, enriches it from public sources, and writes the result into your CRM with the context already attached. You stop sorting; you start calling.

What it does

When a new lead submits the form, the agent reads what they wrote, looks up the person and their company on public sources, and scores the result against your ideal customer profile. The score, a one-paragraph context note, and any enrichment data are written into the lead's CRM record before you've even seen the form alert. If the lead clears your same-day-call threshold, the record is tagged so your team can filter on it. Lower-scoring leads sit in the queue with their note ready, but without a real-time alert.

What it needs

• —An existing web form (HubSpot, Typeform, Webflow, or native) and a CRM with API access
• —A written description of your ideal customer profile — the level of detail you'd give a new hire
• —A scoring threshold for "call them today" vs "call them this week"
• —OAuth access to the CRM so the agent can write records

What the output looks like

Every form submission becomes a new CRM record with: the lead's role and company, what they wrote (verbatim), a one-paragraph agent summary (e.g. "Series A founder evaluating a switch from a current vendor, mentioned pricing and integration as priorities"), and a score from 1-10 against your profile. Leads above your threshold get a "Same-day" tag, or a Slack ping if you use Slack. Lower-scoring leads land in the same view without the alert.