When a new lead fills out a form or is added to your CRM, automatically score them against your ICP criteria and route them to the right rep or queue. Tier 1 leads get an immediate Slack alert and a draft first email. Lower-fit leads go into nurture automatically.
Trigger: New form submission or CRM lead created
Steps:
- New lead triggers from form or CRM
- Pull: company name, title, company size, industry, website
- Send to AI API with ICP scoring prompt: "Score this lead 1-10 against our ICP criteria and classify as Tier 1, Tier 2, or Tier 3"
- Parse score and tier from response
- Tier 1: Send Slack alert to sales team + assign to rep + generate draft first email
- Tier 2: Assign to rep with lower priority task
- Tier 3: Add to nurture sequence automatically
- Write ICP score and reasoning to CRM lead record
Tools: Zapier, Claude API, HubSpot or Salesforce, Slack
