Fit
Compare the account and problem to your own ideal-customer profile.
Separate fit, intent and conversation quality so sales teams know which next step is worth taking.
Next action
Write the typed result into your CRM and keep uncertain leads visible.
The signal
A large account is not automatically ready to buy, and a small account is not automatically a poor fit.
Compare the account and problem to your own ideal-customer profile.
Separate interest, active buying signals and polite curiosity.
Choose a call, nurture, self-serve or disqualification path.
Describe company, role, problem, stack and buying constraints.
Use the message, firmographics and call transcript as structured state.
Missing budget or timing should not be turned into false certainty.
Let the CRM receive a clear action with confidence and rationale.
The signal
A large account is not automatically ready to buy, and a small account is not automatically a poor fit.
Qualify one lead
For calls, use a scorecard that marks topics as covered, unclear or not covered instead of rewarding talk time.
{
"state": "VP Engineering at a 450-person company. Replacing a rules engine, budget approved, pilot in two weeks.",
"questions": {
"fit": { "type": "score", "instructions": "How strong is the fit for our product?", "criteria": ["poor", "possible", "strong", "ideal"] },
"route": { "type": "choice", "instructions": "What should happen next?", "criteria": { "enterprise": "sales call", "nurture": "keep warm", "self_serve": "send to product" } },
"buying_now": { "type": "noul", "instructions": "Is this account actively buying now?" }
}
}Send account details, the inbound message or the call transcript.
Score fit, intent, coverage and the next action separately.
Write the typed result into your CRM and keep uncertain leads visible.
FAQ
It can provide typed signals for your CRM, but your sales process should still define the policy and final ownership.
Yes. Define the levels and descriptions that match your qualification or coaching process.
Use job-relevant evidence, review disagreement and measure outcomes by segment before automating follow-up.