Lead Qualifier

What this agent does

The Lead Qualifier agent evaluates a specific prospect against your ideal customer profile (ICP) and gives you a clear recommendation: Pursue Now, Nurture, or Pass. Instead of relying on gut feel to decide which leads deserve your time, this agent scores each prospect across multiple dimensions — company fit, contact fit, problem fit, and budget fit — and explains exactly why it reached its conclusion. It's built for salespeople, founders, and anyone doing outbound prospecting who wants to stop guessing and start prioritizing with confidence.

When to use this agent

Use this agent when you have a prospect in mind and need to decide whether to invest time reaching out. It's especially useful when:

You've just finished researching a company or contact and want a structured go/no-go decision
You're comparing multiple prospects and need to figure out where to focus first
You want to explain to your team (or yourself) why a particular lead is worth pursuing
You're arriving from the Company Research or Prospect Research agents and want to take the next step in the Sales Prospecting workflow

Setup

Open the Lead Qualifier agent.
Enter the prospect's company website (required) and contact name (optional but recommended).
Make sure your seller profile is filled in — specifically what you sell and who your ideal customer is. These are required for the agent to score the prospect. If they're not already saved, the agent will ask you to provide them.
Optionally, add any context about why you think this prospect might be a fit.
Run the agent to generate a qualification report.

Tip: If you're coming from the Company Research or Prospect Research agents, many of these fields will be pre-filled for you automatically via the "Next Steps" card.

Inputs

About the Prospect (entered each time you run the agent)

Company website (required) — The website of the company you want to qualify. This is the target company, not your own.
Contact name (optional) — The specific person you're considering reaching out to. Adding a contact name unlocks contact-level scoring such as role fit and buying authority. Without it, the qualification is company-level only.
What makes this a potential fit? (optional) — Any context you already know that the agent can't find on its own. For example: "They just lost their vendor," "Warm intro from a mutual connection," or "They're actively evaluating solutions."

About You (entered once and saved to your seller profile)

What do you sell or offer? (required) — A description of your product or service. The agent uses this to assess whether the prospect likely has the problem your product solves.
Who is your ideal customer? (required) — Your ideal customer profile — industry, company size, buyer role, pain points, or any other criteria you use to define a good-fit customer. This becomes the scoring framework the agent uses to evaluate the prospect.
Your company website (optional) — Helps the agent understand your market position and assess competitive dynamics.

Tips for better results: The more specific your ICP description, the sharper the qualification. Instead of "mid-size companies," try "B2B SaaS companies with 50–500 employees that have an outbound sales team and no dedicated sales ops function." The agent scores against exactly what you provide, so specificity pays off.

How It Works

Gathers context — The agent collects your inputs and checks for any upstream research. If you previously ran Company Research or Prospect Research on this prospect, that data is automatically incorporated for a richer analysis.
Scores across four dimensions — The agent evaluates the prospect against your ICP across these areas:
- Company Fit — Does the company match your ICP in terms of industry, size, geography, and growth stage?
- Contact Fit — Is this person in the right role, at the right seniority level, with buying authority? (Only scored when a contact name is provided.)
- Problem Fit — How likely is it that this prospect has the problem your product solves? Inferred from company signals, industry trends, and public activity.
- Budget/Capacity Fit — Can this company plausibly afford and implement your solution? Inferred from company size, funding, and tech stack signals.
Assesses timing — The agent looks for recent trigger events (funding rounds, new hires, leadership changes, product launches) and negative signals (layoffs, recent vendor selection) to determine whether now is a good time to reach out.
Generates a recommendation — Based on the combined fit score and timing assessment, the agent recommends one of three actions: Pursue Now, Nurture, or Pass.
Identifies risks and next steps — The agent flags factors that could derail the opportunity and suggests specific actions that would strengthen the lead.

Output

A structured Lead Qualification Report with the following sections:

Qualification Summary — A one-paragraph executive summary covering who the prospect is, the overall fit verdict, and what you should do next. Designed to be scannable in about 10 seconds.
ICP Fit Score (0–100) — An overall score with a transparent breakdown by dimension. Each dimension shows:
- The score for that dimension
- How heavily it's weighted
- The key evidence behind the score
- A confidence level (high, medium, or low) based on how much data was available
Timing Assessment — An evaluation of whether now is a good time to reach out, rated as Good Timing, Neutral, or Poor Timing, along with the reasoning. This section highlights recent trigger events and any negative timing signals.
Priority Recommendation — One of three clear actions:
- Pursue Now — Strong fit and good timing. Invest outreach effort immediately.
- Nurture — Decent fit but timing is off, or the fit is partial. Keep on your radar and reach out with a lighter touch or wait for a trigger.
- Pass — Poor fit. Don't invest time. Includes a brief explanation so you can refine your targeting over time.
Key Risks — 2–3 factors that could derail the opportunity even if the score is high. For example: "Contact is new in role and may not have budget authority yet" or "Company recently selected a competing vendor."
Strengthening Factors — Specific, actionable items that would make this lead stronger. For example: "If you can confirm they are actively evaluating vendors, this moves from Nurture to Pursue Now" or "A warm intro through a mutual connection would significantly increase response rate."

What happens after the report:

If the recommendation is Pursue Now, you'll see a "Draft outreach" button that opens the Outreach Drafter agent with the prospect's details, qualification rationale, and timing context pre-filled.
If the recommendation is Nurture, you'll see a suggestion to set a reminder with a recommended follow-up timeframe.
If the recommendation is Pass, you'll see a link to research another company, taking you back to the Company Research agent to start fresh with a new prospect.

Tips & Best Practices

Fill in your seller profile completely before your first run. The Lead Qualifier literally cannot score a prospect without knowing what you sell and who your ideal customer is. Taking five minutes to write a detailed ICP description will dramatically improve every qualification you run.
Run Company Research and Prospect Research first for the best results. The Lead Qualifier works on its own, but it's noticeably sharper when it has upstream research to draw from. Confidence levels will be higher, and the risks and strengthening factors will be more specific and actionable.
Use the "What makes this a potential fit?" field. This is your chance to add context the agent can't find online — insider knowledge, warm intros, competitive intel, or anything else that should factor into the decision. Even a short note like "They posted a job for the role that typically buys our product" can meaningfully change the output.
Pay attention to confidence levels, not just scores. A score of 75 with high confidence across all dimensions is a stronger signal than a score of 85 with low confidence. Low confidence means the agent didn't have enough data — consider running upstream agents or adding more context to improve it.
Use "Pass" results to refine your ICP over time. When the agent recommends Pass, read the rationale carefully. If you find yourself disagreeing often, it may be a sign that your ICP description needs updating. The agent scores against exactly what you tell it, so keeping your ICP current makes every future run more accurate.

FAQ

Can I use the Lead Qualifier without running Company Research or Prospect Research first?

Yes. The agent will do its own basic web research on the company and infer what it can from the contact's title. The output will still be useful, but you'll see lower confidence levels and more generic risk factors. For the sharpest results, run the upstream agents first.

What if I don't have a specific contact name?

You can run the agent with just a company website. In that case, the qualification will be company-level only — the Contact Fit dimension won't be scored. This is still valuable for deciding whether a company is worth pursuing before you identify the right person to reach out to.

How is this different from the Lead Score Framework Builder agent?

The Lead Score Framework Builder helps you create a generic scoring methodology — it's about designing the framework. The Lead Qualifier scores a specific prospect against your specific ICP using real research and signals. Think of it this way: the Framework Builder helps you decide how to score leads in general; the Lead Qualifier actually scores a particular lead and tells you what to do about it.

How are the scoring weights determined?

In the current version, scoring weights are based on common patterns in SMB sales. In a future update, you'll be able to customize the weights to reflect what matters most for your specific sales process.

What does the free tier include?

You get 5 free runs per week. If you need unlimited qualifications, the paid tier is available at $10/month.

Questions about the Lead Qualifier agent? Reach out to our support team.