Separate serious buyers from low-fit inbound leads using fit and intent signals.
This workflow evaluates inbound leads in near real time by combining fit signals like firmographics, role, and use case alignment with intent signals like page activity, content engagement, product behavior, and conversion context. It produces a normalized readiness score, ranks leads by priority, and routes each lead to the right follow-up motion.
High-priority leads get fast, personalized outreach while lower-fit leads are routed into nurture or self-serve tracks. The score and rationale are logged in the CRM so sales and marketing can understand why a lead was prioritized and improve the model over time.
Get ideas for agent-powered experiences that help prospects, users, customers, and partners discover, evaluate, and get value from your product.
Find new ways to improve the internal workflows your team uses to launch, position, sell, support, and grow those experiences across marketing, sales, growth, and success.
See examples of agent experiences you can build for prospects, users, customers, and partners.
Discover team workflows you can turn into internal agents, automations, and tools that save time and reduce manual work.
Find ideas for better experiences during the Consideration stage of the buyer or customer journey.
Explore internal workflows that help your team support that stage more effectively.
Use this example as a starting point, not a fixed recipe.
Copy the flow above as a prompt, markdown, skill, or mermaid diagrom. Adjust the steps, tools, agent and human involvement to fit your real workflow. Then test where users actually get value or drop off.
Using the compiled data from {leadData}, evaluate the lead's fit and intent by analyzing firmographic, demographic, behavioral, and engagement indicators. Return a readiness score, a fit score, an intent score, and the key factors influencing each.