Lead qualification and handoff
Scores inbound leads, sends the sales ready ones round robin to a rep with the context attached, and puts the rest into nurture.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Coming soon5 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Score every lead
Coming soonBlu builds a step
- 2
Split into hot, warm and cold
Coming soonBlu builds a step
- 3
Route hot leads round robin
Coming soonBlu builds a step
- 4
Nurture warm and cold leads
Coming soonBlu builds a step
- 5
Track handoff to opportunity
Coming soonBlu builds a step
About this recipe
When to use it
Someone manually deciding which leads are sales-ready doesn't scale and introduces delay on exactly the leads that need speed. This scores and routes automatically.
What it delivers
Scores leads, segments them, routes hot leads to sales, and nurtures the rest with an ongoing sequence.
How you prompt this
Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.
Tell Blu Agent what you want
“Scores inbound leads, sends the sales ready ones round robin to a rep with the context attached, and puts the rest into nurture.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Score every leadDefine a Qualification attribute weighting firmographic fit, intent, and engagement.
- 02Split into hot, warm and coldSegment leads into hot/warm/cold tiers based on qualification score. Use the result of "Score every lead".
- 03Route hot leads round robinCreate a workflow assigning hot leads to sales reps (round-robin within team) and creating tasks with context. Use the result of "Score every lead", "Split into hot, warm and cold".
- 04Nurture warm and cold leadsBuild nurture journeys for warm and cold leads with appropriate cadence. Use the result of "Score every lead", "Split into hot, warm and cold", "Route hot leads round robin".
- 05Track handoff to opportunityCompose a dashboard tracking lead volume, score distribution, handoff rate, and conversion to opportunity. Use the result of "Score every lead", "Split into hot, warm and cold", "Route hot leads round robin", "Nurture warm and cold leads".
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /lead-qualification in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
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