Know who's worth your time before you spend it. Every lead scored, ranked, and ready — so your effort goes where it pays.
The Presales Research Analyst studies your incoming leads and scores them against your ideal customer profile — so your team stops wasting hours on prospects who were never going to convert. It looks at who the lead is, what they need, and how well they fit, then ranks them so you always work the best opportunities first.
Works in the background across your connected lead sources
Your CRM (Zoho, HubSpot or similar) and the data sources where lead information lives
Your ideal customer profile (ICP) is the set of characteristics that make a lead a good fit — industry, company size, budget range, decision-making authority, geography, or any other signals relevant to your business. You define the criteria with us during setup, and the agent applies them consistently to every lead.
No — it applies your criteria consistently and at scale, which removes the subjectivity and inconsistency that comes with manual qualification. Complex or ambiguous leads that don't fit cleanly into your criteria are flagged for human review rather than decided automatically.
From the information the lead provided during enquiry, supplemented by data from connected sources — CRM records, form submissions, or research tools configured during setup. It never fabricates or assumes information it does not have access to.
A ranked list of leads with a score, a summary of why each was scored that way, the background it gathered, and a recommended next step. Everything is logged into your CRM so the reasoning is visible and traceable.
Two to four weeks. The main setup work is defining your ICP criteria and connecting your lead sources and CRM.
Stop spending hours on prospects who were never going to convert. Let this agent rank every lead before your team touches them.
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