The company, purchase volume, recurrence, confirmed budget and decision deadline.
SUB–07 / LEADS · EVERYDAY ASSISTANT · HUMAN CONTROL
B2B Lead Qualifier
Scores incoming B2B leads with an open formula: purchase volume, recurrence, confirmed budget and decision deadline. Returns a score from 0 to 100, a status and a breakdown of each criterion's contribution. A deal is created only after the manager's confirmation.
A score from 0 to 100, the lead status, a criteria breakdown and an entry in the qualification log.
- One formula instead of scoring by gut feeling
- Higher-priority leads are easier to identify
- Every point is explained by a specific criterion
- The deal decision and the name of the approver are recorded
01Capabilities
What the subagent can do.
Each function operates within defined boundaries and returns a result that can be verified before the next action.
Structured lead intake
Receives the company, monthly volume, purchase recurrence, budget availability and decision deadline.
Open scoring
Fixed points across four criteria are fully visible to the manager — no hidden decision model.
Status and breakdown
Returns the total score, a status from "out of scope" to "hot" and each criterion's contribution.
Deal confirmation
Even the maximum score does not create a deal automatically: an explicit action by the manager is required.
A team, cloud, or local deployment environment with integration into an approved CRM.
A deal is created only after the manager's explicit confirmation, regardless of the score.
02Process
Four steps within a familiar workflow.
Context remains traceable: each step shows its input, operation, result, and handoff to a human reviewer.
Accept the parameters
Collects structured information about the incoming B2B lead.
Calculate the score
Applies the open formula for volume, recurrence, budget and deadlines.
Assign the status
Determines the lead status: hot, medium, cold or out of scope.
Hand over for confirmation
Saves the calculation and waits for the manager's decision on creating the deal.
Structured resultA score from 0 to 100, the lead status, a criteria breakdown and an entry in the qualification log.
The result can be reviewed, adjusted, and passed to the next participant without copying a long conversation.
03Advantages
Both the value and its rationale are visible.
Each proposed outcome includes its verification method, limitations, and completion criteria.
The same rules
The same lead gets a comparable score from different managers and departments.
Priority without delay
Leads with volume, budget, and a short decision deadline move higher in the work queue.
Transparent grounds
The manager sees not only the final status, but also why the lead received exactly this score.
Qualification history
The original parameters, the calculation, the human's decision and the subsequent status are all saved.
- One formula instead of scoring by gut feeling
- Higher-priority leads are easier to identify
- Every point is explained by a specific criterion
- The deal decision and the name of the approver are recorded
04Roles and perimeter
Who benefits and on what terms.
Each role receives a defined output; sources, integrations, and control points are agreed before implementation.
| Role | What they get |
|---|---|
| Sales manager | Gets the priority and the arguments for the next contact. |
| Head of department | Compares the quality of the inbound lead pipeline and the team's decisions by the same rules. |
| Marketer | Sees which sources bring leads with budget, volume and a short cycle. |
| CRM administrator | Connects the calculation to the lead card and keeps the confirmation history. |
Boundaries and responsibility
A useful team assistant does not become an autonomous decision-maker.
Scoring helps set priorities, but it does not verify the client's good faith, the actual budget or the likelihood of payment. The deal decision is made by the manager.
- Access rights and approved sources are defined before integration.
- Critical actions require human confirmation.
- Integrations and the deployment environment are selected after reviewing the process.
First step
Choose a ready-made solution or describe your process.
Pick one of the twelve agents and subagents, or fill in the questionnaire for custom development.