The problem this solves
Inbound signups arrive as a mixed stream: a VP at a perfect-fit company, a student, a competitor, a freelancer, and forty people whose email domain says nothing. Sales cannot work the stream and marketing cannot nurture it, so both do a version of the same triage by hand, late, and the VP gets the same automated sequence as the student.
Routing needs a decision per signup, and the decision needs data: who the company is, how big, what industry, whether it fits. Resolution and scoring supply that; the routing rule turns it into two destinations. The top tier goes to #sales with a suggested next step so a rep can act inside the hour, and the rest go to a nurture list in ActiveCampaign where the automation does the patient work. Nobody triages by hand, and the score explains every routing decision.
How the mission runs
- Read the signups and resolve companies. The Lead Verification Agent reads the attached CSV and resolves each signup to a company from the email domain, or from the name and any other fields for personal-domain signups, marking the confidence of each resolution.
- Enrich and score against the ICP. Each resolved company is enriched with headcount, industry and HQ, and the signup is scored 0-100 against your ICP with the top reasons shown. Signups at existing customers, competitors and unresolvable domains are scored and labelled so the routing rule can treat them explicitly.
- Route the top tier to #sales. Signups above the threshold you set are posted to #sales, one line each with company, title, score and a suggested next step - a call, a personalized email referencing the signup, an introduction through an existing customer - written from the evidence on the row.
- Add the rest to the nurture list. Signups below the threshold are added to the ActiveCampaign list <name> with the company fields and the score as custom fields, so the nurture automation can branch on them, and the batch is reviewed before the write.
The prompt
This is the exact objective the agent receives. Swap the obvious placeholders for your own domain, segment or channel and run it as-is from the console, Slack, or the API.
What comes back
A #sales post listing the top-tier signups with company, title, score, reasons and a suggested next step for each, and the remaining signups added to ActiveCampaign list <name> with company data and the score as fields. The report gives the routing counts, the signups that could not be resolved, and the customers and competitors identified so nothing sensitive reaches a sequence.
Make it yours
- Add a middle tier that goes to a lighter-touch sequence in Instantly or Lemlist.
- Create HubSpot contacts for the top tier with the score and next step on the record.
- Run it hourly against a live signups export so routing happens in near real time.
- Route by territory as well as score, posting to a channel per region.
- Send the top tier to the assigned rep's Slack DM instead of a shared channel.
Frequently asked questions
How is the threshold chosen?
You set it in the prompt; the agent shows the score distribution on the first run so you can see how many signups a given threshold sends to sales.
What happens to competitors who sign up?
They are labelled and excluded from both destinations by default, and listed in the report so you know who is looking.
Can the suggested next step be drafted in full?
Yes. Pair it with the personalization playbooks and the top tier arrives with a ready-to-send first email grounded in the signup and the company's evidence.
Does the score consider the signup's own answers?
Yes. Form fields such as team size, use case or budget are weighted alongside firmographics when they are present, and the reasons column names which fields moved the score.