Agent template · Sales
Know which new contacts are worth your time
Describe your ideal customer once. Every new contact gets rated against it, with a one-line reason, and the strong fits get a task so someone reaches out this week.
How it works
- 1
A contact is added, from a form, an import, the API or by hand.
- 2
The agent compares them with your ideal customer description using what's on the contact and their company.
- 3
It notes a fit rating and why, and creates an outreach task for strong fits.
- When it runs
- When a contact is added
- Works with
- Contacts and deals
- You fill in
- Describe your ideal customer
Why it helps
- Your best leads rise to the top on their own
- Ratings come with a reason you can check
- Works on every source of contacts, including imports
Fit: strong. Marketing agency in Bristol with 12 staff that runs social for local restaurants, which is exactly the ideal customer.
What the agent is told
No black box: these are the instructions it starts with, and you can change any of them. Anything it writes for someone else waits for your approval until you say otherwise.
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Set up “New contact → check fit and flag good ones” in two minutes
Create a free account, fill in a few blanks, and it starts working.