Illustrative workflow — not a customer result
A lead fills out your contact form.
Map the qualification and review path.
From form submission to personalized proposal — enriched, qualified, reviewed by your AI board, and ready for your first call. Before you check your inbox.
See the cascade →New contact form submission The Cascade
Eight products. One continuous pipeline.
Each proposed handoff names its source, review point, and next authorized action.
Enriches the lead with company data: revenue, headcount, tech stack, competitors, recent news. Scores the opportunity based on industry fit, company size, and stated pain point.
Runs BANT qualification: Budget (company revenue suggests $15K-45K range), Authority (VP title = decision maker), Need (AI for support = clear pain), Timeline (inbound = active buying). Lead scored and categorized.
Strategic advisor reviews the opportunity against current pipeline capacity. CFO advisor estimates engagement profitability. CTO advisor assesses technical fit with the platform.
Prepares a personalized connection request for the VP. Researches their recent posts and activity. Drafts a message that references their specific AI interest — not a generic template.
Drafts a proposal outline from approved company context, stated pain, relevant evidence, candidate scope, assumptions, and an engagement sequence.
Creates the customer profile and sets up health tracking from day one. Baseline metrics established. Onboarding checklist generated based on the proposed product mix.
Auto-generates the discovery call prep doc: company background, key contacts, competitive landscape, proposed talking points, objection handling, and pricing guidance based on the BANT analysis.
Full pipeline update: new qualified lead, board recommendation, outreach status, proposal status. Sales forecast updated. Activity logged for team visibility.
What Each Team Gets
Four teams. One reviewable packet.
This planning illustration shows candidate outputs. Humans review consequential actions before they proceed.
Sales
- ✓ BANT-qualified lead, discovery call prep, personalized proposal, LinkedIn outreach
Leadership
- ✓ Board recommendation, pipeline forecast update, capacity assessment
Customer Success
- ✓ Customer profile created, onboarding plan ready, health baseline set
Marketing
- ✓ Company enrichment data, competitive positioning, content opportunities
"A contact form became a qualified lead, a board-reviewed opportunity, a personalized proposal, and a discovery call prep doc — before your first reply. That's the difference between a CRM and an operating system."
See this running for your pipeline
60-minute discovery call. We'll walk through the full lead qualification cascade on a real submission.
Book a Discovery Call