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Sales

Automated Lead Qualification

Research, score, and draft outreach for new leads without manual work.

The Problem

Sales reps spend 30-40% of their time researching prospects and writing outreach emails. Most leads never get a timely follow-up because reps are busy with existing deals. By the time outreach happens, the opportunity is cold.

The Solution

The New Lead workflow automates the entire top-of-funnel process. When a new lead comes in, AI researches the prospect, scores them against your ICP, and drafts a personalized outreach email — all before a rep touches it. Only qualified leads surface to the team, already with context and a draft email ready to send.

Workflow Steps

Research Prospect

Recipe Step

Pulls company overview, recent news, key contacts, and relevant opportunities from the prospect name and company.

Qualify Lead

Recipe Step

Scores the lead against your ICP criteria and produces a qualification status with reasoning.

If qualified

Condition

Checks the qualification score. Qualified leads continue to outreach; unqualified leads are logged for nurture.

Draft Outreach Email

Recipe Step

Generates a personalized cold email using research context, matching your brand voice and value proposition.

See the Sales workflow in action

Expected Outcomes

  • Reps spend time selling instead of researching
  • Every lead gets a timely, personalized follow-up
  • Qualification criteria are applied consistently across all leads
  • Outreach emails reference real company context, not generic templates

Try this workflow

Install the Sales Pack to get this workflow and more, ready to run.

View Sales Pack

Sales Templates

RecipeSales

Prospect Research

Comprehensive company and contact research from a name or URL.

RecipeSales

Cold Email Generator

Personalized outreach emails tuned to your brand voice.

RecipeSales

LinkedIn Connection Request

Short, relevant connection messages with context.

Browse all templates →

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