Workflow
Automated Lead Qualification & Outreach
Score every new lead and trigger personalized outreach in minutes.
Problem
Sales teams waste hours qualifying low-fit leads and miss the 5-minute window on high-fit ones.
Solution
An AI SDR enriches each lead, scores ICP fit, and triggers either a personalized email or a CRM task for human follow-up.
Steps
- 01Capture leads from forms, signups, or imports into a single inbox.
- 02Enrich with company + role data (Clearbit, Apollo, LinkedIn).
- 03Score ICP fit using the lead qualification prompt.
- 04Branch: high-fit → personalized email; medium → nurture sequence; low → archive.
- 05Log scoring rationale + outreach attempt to the CRM.
Tools Used
Prompts Used
Variations
- Add a meeting-booking step via Cal.com once a reply is detected.
- Run a weekly re-score on stale leads.
Related Dictionary
↳ connected nodes
Dictionary↳ linked
AI SDR (Sales Development Rep)
An autonomous system that researches, qualifies, and contacts leads.
Dictionary↳ linked
AI Agent
An autonomous AI system that plans and executes multi-step tasks.
Dictionary↳ linked
No-Code Automation
Building business workflows visually without writing code.
Tool Stack↳ linked
AI SDR & Outbound Sales Stack
Stack that runs lead enrichment, scoring, and personalized outreach end-to-end.
Tool Stack↳ linked
No-Code Automation Stack
The default toolset for an operator running business workflows without engineers.
Prompt↳ linked
Lead Qualification Prompt
Score a lead against your ICP and explain the decision.
Prompt↳ linked
Cold Email Sequence Prompt
Draft a 3-touch personalized outbound sequence per lead.
Comparison↳ linked
Zapier vs Make (Integromat)
Which no-code automation platform fits your operation.
Comparison↳ linked
Chatbot vs AI Agent
Conversational interface vs autonomous executor.
Use Case↳ linked
B2B Agency Books 3x More Meetings With AI SDR
A 12-person agency replaced two SDR seats with an automated pipeline.
Comparison↳ linked
Make vs n8n for AI Automation
Choosing between managed visual automation and self-hostable workflow control.