Enrich the brief
Combine the submitted context with approved business information already available to the team.
Systems built / 04
Inbound SDR qualification system
Private client deployment
A structured qualification layer that turns inbound interest into a complete brief, a routed opportunity or a respectful disqualification.
The operating problem.
Sales teams waste time reconstructing context from forms, emails and calls. Qualification should gather the agreed decision inputs consistently without letting a language model invent fit criteria.
How the system moves.
Score fit
Apply a deterministic qualification rubric to the structured inputs.
Resolve gaps
Ask only for missing information that changes routing or qualification.
Route the outcome
Create the accepted opportunity, nurture task or disqualification record with the reasoning attached.
Human and system safeguards
- Qualification criteria defined outside the model prompt
- Human review for strategic or borderline accounts
- No invented firmographic or buyer information
- Source and reasoning retained with the record
What the system measures
- Qualification completion rate
- Accepted opportunities
- Time from enquiry to owner
- Disqualification reasons
Related system
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