AdvancedUpdated Oct 18, 2026
An agent qualifies inbound leads; one SDR reviews and sends
Ten SDRs sorted a spam-filled contact form. Now an agent researches, qualifies and drafts, and one SDR presses send.
RevStack prompt
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Written by RevStack for this job. It is separate from the sourced result on this page.
Inputs
- Form submission fields
- Enrichment data
- Research notes on the company
- Your qualification buckets
You qualify an inbound lead for an SDR who will review your work.
Use only the inputs. Do not invent company facts.
Form: {{form}}
Enrichment: {{enrichment}}
Research: {{research}}
Buckets: {{buckets}}
Return:
1. Bucket, with a two-sentence reason.
2. The facts the SDR should verify.
3. If qualified, a reply under 120 words the SDR can send after review.Example output
An illustration of the shape of the answer. Not a reported result.
Bucket: QUALIFIED. They asked about enterprise pricing and the domain matches a 400-person company. Verify: headcount and whether they already have an account. Draft: Thanks for reaching out about enterprise. Happy to walk through pricing. Do Tuesday or Wednesday afternoon work for 30 minutes?
Several systems, or a change to how the team works.
The problem
Contact sales form full of spam. Response times hit 24 to 48 hours because leads went to whoever was next, regardless of timezone.
How AI solves it
Form submission is enriched (Clearbit, ZoomInfo).
An agent runs deep web research on the company and person.
AI sorts the lead into qualified, follow-up, support or not sales-related.
Slack pings the SDR with the research and the reasoning.
For qualified leads, a draft reply is already in Outreach. The SDR reviews and presses send.
Tools that do this
- Vercel Lead Agent template
Open-source reference app: form, deep research agent, qualification, Slack approval.
- Exa
Web search API used for the research step.
- Slack
Human-in-the-loop approval.
- Outreach
Sequencer where approved drafts land.
Workflow
Step 1
Shadow your best SDR for a week: what makes a lead exciting or a disqualify
Step 2
Fork the Lead Agent template
Step 3
Define your qualification buckets
Step 4
Route the Slack approval to the SDR on shift
Step 5
Track response time and lead-to-opportunity rate before and after