Lead Qualification Playbook
Score every inbound in <2 minutes. Route ICP fits to AEs. Send the rest to nurture, all on autopilot.
ManasFlow.Playbook
Lead Qualification Playbook
The problem
Most inbound leads die in a queue
The fastest team to respond wins 78% of B2B deals. Your competitors respond in 5 minutes. You take 17 hours.
The fix is not more SDRs. It's a scoring agent that runs before a human sees the lead, the kind of system our AI agent development team wires directly into your CRM.
The framework
Enrich → Score → Route → Backfill
Four steps. Each takes under 30 seconds. Total time-to-AE: under 2 minutes.
- EnrichPull company, team size, tech stack, recent fundraises from Clay.
Enrich
Pull company, team size, tech stack, recent fundraises from Clay.
- ScoreClaude agent rates ICP fit 1-10 with reasoning. Stored on the lead record.
Score
Claude agent rates ICP fit 1-10 with reasoning. Stored on the lead record.
- RouteScore ≥ 8 → AE Slack. Score 5-7 → AE inbox digest. Score < 5 → nurture sequence.
Route
Score ≥ 8 → AE Slack. Score 5-7 → AE inbox digest. Score < 5 → nurture sequence.
- BackfillPush score + reasoning back to HubSpot for AE context.
Backfill
Push score + reasoning back to HubSpot for AE context.
The agent prompt
What we tell the scoring agent
Specificity wins. We give the agent the ICP, the disqualifiers, and 3 concrete scoring examples. Confidence > 90% on real leads.
Tools we use
- CClayMulti-source enrichment in one call
Clay
Multi-source enrichment in one call
- CClaude CodeScoring agent + reasoning
Claude Code
Scoring agent + reasoning
- HHubSpotSource of truth for the AE
HubSpot
Source of truth for the AE
- SSlackReal-time AE alerts
Slack
Real-time AE alerts
- nn8nGlue, retry, audit trail
n8n
Glue, retry, audit trail
Need help with this?
Our engineers ship this stack into production every week. Talk to us if you want one of your own.
Want the full setup?
Includes the agent prompt, the Clay + HubSpot field map, and the n8n flow JSON.
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