Inbound lead brief
Every new lead researched, briefed and routed to the right rep within minutes, with a first reply drafted. Big or unusual leads go to your sales lead first.
A demo request becomes a brief on the right rep’s desk.
Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.
Step 1 of 5Check the CRM
Automation
Searches the CRM for Harbor & Pine and anyone who works there, and finds no open deal and no past customer.
Whether a company is already in the CRM is a search, and the answer shapes everything after it.
- CRM
- CRM
~10 hours a month back
Step 2 of 5Read up on them
The agent
Reads their website and approved public sources: 240 people, three warehouses, and an operations director asking.
A form says “operations director, 240 people”. The three warehouses are what tell your rep which story to tell.
- Web research
- CRM
~40 hours a month back
Step 3 of 5Write the brief
The agent
Puts who they are, what they asked for, how they fit your ideal customer and three questions worth asking on one page.
A rep skims the brief two minutes before the call. Deciding what earns a line is judgment.
- CRM
- CRM
~30 hours a month back
Where teams differReps differ most here: some want three blunt lines, others the company’s news and open roles too.
Step 4 of 5Route the lead
Automation
Matches the lead to the East territory and Dana, and holds anything over your 200-person rule for the sales lead.
Territories are a map of regions and sizes, so the first owner follows from the form.
Your teamIf over 200 people
Decides whether Harbor & Pine goes to the enterprise team or stays with Dana, who owns the East.
At 240 people it could be Dana’s biggest deal or the enterprise team’s smallest. That’s the sales lead’s call.
- CRM
- CRM
~5 hours a month back
Where teams differTerritory is the usual split. Round-robin is common too, and a few firms send the biggest leads to a founder.
Step 5 of 5Draft the first reply
The agent
Writes a first reply in the rep’s own inbox, naming what Harbor & Pine asked about and offering two times. The rep sends it.
A reply that mentions their three warehouses gets answered. “Thanks for your interest” mostly doesn’t.
- CRM
- Rep’s inbox
~25 hours a month back
What changes
Every lead is researched and with the right rep within minutes, a reply already drafted. Your reps walk into the first call knowing who they’re talking to.
- 2steps automated
- 3steps for the agent
- 1call kept with your team
Pick any step to see what happens there and why it sits in that lane.
What it could be worth
~110 hours a month back
$79,200 a year in time
For a sales team getting about 250 inbound leads a month, at $60 an hour. We work out yours from your own volumes before you sign.
Let’s build your agentOne proven agent, plugged into how you work.
Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.
The agent
Same for every client- Follows the same proven steps
- A person on every exception
- Every decision logged
- Tested on your past work first
- Never replies to a lead unless you’ve switched that on
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Your systems
Where the work comes in, and where the result goes.
For this agentLeads from your web forms and inbox, records into your CRM.
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Your rules
The limits and exceptions it works to.
For this agentYour territories, your ideal customer and what counts as enterprise.
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Your team
Who signs off, and who covers when they’re away.
For this agentYour sales lead for routing calls, each rep for their own replies.
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Your channels
Where your team hears from it.
For this agentSlack for new leads. Replies are drafted in the rep’s own inbox, and the rep sends.
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Your output
What it hands back, in the format you already use.
For this agentA brief on the CRM record, an owner set and a reply ready to send.
Lead scoring, proposals and CRM clean-up after calls are other agents in the catalog. Pricing conversations stay with your reps.
The agent, and everything that keeps it working.
- The agentRunning on your systems, under your rules.
- The review screenWhere the exceptions land for your sales team.
- Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
- A test reportYour past leads, run through it and checked against the number.
- The runbookHow it works, what to check, and what to do if it stops.
- 30 days of tuningAfter it goes live, through a full month of your real leads.
Minutes from a form landing to a brief and a drafted reply sitting with the right rep. We measure it before we start, and again at day 30.
Live in 3 to 6 weeks. About seven hours of your time.
We do the building. Your side: access, three months of inbound leads and where they went, and a short weekly check-in.
Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.
It keeps running whether or not we stay.
It runs in your accounts
Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.
Changes in the first 30 days are included
A new rule, a changed limit, someone new signing off. That’s what tuning is for.
After that, your call
Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.
Routing like this took a lender from application to first underwriting view in five minutes.
About this agent.
Does it email the lead itself?
Where does the research come from?
Our process isn’t quite like this. Will it still work?
How do we agree the number?
What does it cost to run once it’s live?
Want every lead answered while it’s warm?
Tell us how your team handles leads today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.
- 3 to 6 weeksto live, then 30 days of tuning
- $12,500fixed, per agent
- Yours to keepno license fees