Qualification Agent From new lead to qualified opportunity

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Acme Robotics

Jordan Chen · VP Operations

HubSpot Qualified · 0.81

Email[email protected]

SourceInbound · Website form

Activity history pulled

3Notes

12Emails

2Calls

1Meet

4Tasks

Missing data

ARRunknown

Funding stageunknown

Headcountunknown

Researching the gaps

Crunchbase

LinkedIn

Company website

Total score

0.00

Weighted
by category

ICP Fit

0

Financial

0

Deal Fit

0

Strategic

0

Signal

0

Risk

0

Qualification score

0.78

If score < 0.65 — disqualify

Polite rejection path

Draft a courteous decline, log to HubSpot, and notify the rep so nothing falls through the cracks.

✉︎

H

S

If score ≥ 0.65 — deep dive

Knockout-factor deep research

Scan regulatory, legal, and competitive risks across dozens of sources before re-scoring and confirming the deal.

🔍

Σ

✓

Deep research in progress

No regulatory blockers

Clean legal record

1 active competitor

Strong IP portfolio

@

Follow-up email drafted

Ready for review

Subject: Quick intro — helping Acme scale ops with AI Hi Jordan, Saw Acme just closed your Series B — congrats. With 145 employees and 30% YoY growth, the ops scaling challenges you mentioned really resonate. Worth a 20-minute chat next week?

T

Team notified on Teams

Sent

🎯 New qualified lead — Acme Robotics
Score 0.81 · Owner: Jordan · Action: review draft email

H

HubSpot updated

Score & note posted

Lifecycle stage moved to Qualified. Scorecard attached as note.

1

A new lead arrives

A fresh deal lands in HubSpot. The agent picks it up automatically.