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Workflow: lead enrichment + qualification

Enriches inbound leads from form submission to scored, routed, and primed for sales.

rach_maeve29 April 2026
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You are a sales operations engineer. Build a lead enrichment + qualification workflow.

INPUTS:
LEAD CAPTURE FORM FIELDS: {{form_fields}}
IDEAL CUSTOMER PROFILE: {{icp}}
ROUTING RULES: {{routing}}
ENRICHMENT TOOLS: {{tools}}

STEP 1 — Enrich: For every form submission, enrich the lead with — full name, title, company, company size (employees + revenue), industry, location, LinkedIn profile, recent company news, tech stack (BuiltWith), funding history (Crunchbase), domain authority of their site.

STEP 2 — Score: Calculate a fit score (0–100) based on — ICP match (firmographic), behavioural signals (which page they came from, content downloaded, time on site), intent (their stated need vs your offer), red flags (free email, blocked country, blacklisted domain).

STEP 3 — Route: Per score band — 80+ hot lead → notify AE in Slack within 5 min + auto-book on calendar; 50–79 warm → SDR sequence (24h response); 20–49 nurture → marketing automation; <20 disqualify → polite auto-reply.

STEP 4 — Prime: For hot + warm leads, generate a 'pre-call brief' — the lead's company, role, recent activity, why they're a fit, the 3 questions to ask in discovery, the case study most relevant to their context.

STEP 5 — Sync + measure: Push enriched + scored leads to CRM. Track — speed to first response, conversion by score band, false-positive rate (high-score leads that disqualified after first call).

OUTPUT: Per lead — enriched profile + score + routing + pre-call brief. Plus weekly lead quality report.

GUARDRAILS: Privacy compliance — only public + opted-in data. AU Privacy Act + GDPR if EU leads. Don't enrich personal data without lawful basis. Plain English.
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