The lead-scoring automation we ship in week one
A concrete n8n + AI-agent playbook for scoring, enriching, and routing inbound leads — with the exact signals we weight and how we tune over time.
New clients always ask the same question: what do you actually build in the first 30 days?
Here's one thing — the lead-scoring automation that goes live in week one.
The pipeline, end to end
- Lead form fires (webhook from your site).
- n8n picks it up, parses fields, normalizes the email domain.
- Enrichment call to Clearbit / Apollo for firmographic data (headcount, industry, revenue band).
- AI agent (Claude / GPT) scores on a 0–100 rubric using your historical closed-won data.
- CRM write-back — HubSpot / Salesforce gets the score, enriched fields, and a reasoning string.
- Slack ping to
#salesfor any lead scoring ≥ 70, with a one-line "why" and a CRM link. - Re-score nightly as new behavioral signals come in (pages visited, emails opened).
Every step is observable. When a score moves, there's a reason attached. When your sales team disagrees, their override is a signal that feeds the next tuning pass.
What we weight
The rubric is tuned per client, but the universal signals are:
- Firmographic fit — headcount, industry, and revenue band matched against your closed-won profile
- Intent depth — how many high-intent pages the prospect visited pre-form
- Budget alignment — if they picked a budget band in the form, does it match what your pricing supports
- Timing markers — phrases in the message ("urgent", "by Q3", "evaluating") that correlate with 30-day closes
Tuning over time
The first version is a hand-built rubric. Within 4 weeks we have enough labeled data to retrain weights. Within 8 weeks the model has a score-to-close-rate calibration curve you can defend.
This is what we mean when we say "automation, not dashboard." The scoring doesn't live in a UI — it lives in the workflow. By the time a lead is in front of a rep, the prep work is done.
Ship it
Every B2B team should have this running. If yours doesn't, we can have the v1 deployed against your stack in 5 working days. Talk to us.
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