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lead-qualification

v1.0 active

Qualify an inbound lead and score their fit

View instances
Owner
growth-team
SLA
—
Trigger
api
Tags
growthsalesqualification

Inputs

lead_name
string · required
lead_email
string · required
source
enum · required
website linkedin referral

Outputs

score
number
qualified
boolean

Steps

  1. 1

    Collect lead context

    collect-context form

    Ask the lead (or an agent) for budget, timeline, and notes

    Inputs
    lead_name ←process.inputs.lead_name
    Outputs
    budget (number) timeline (enum) notes (string)
  2. 2

    Score the lead

    score-lead automated

    Compute a qualification score from budget and timeline

    Inputs
    budget ←steps.collect-context.outputs.budget timeline ←steps.collect-context.outputs.timeline notes ←steps.collect-context.outputs.notes
    Outputs
    score (number) qualified (boolean)
    script: ./examples/steps/score-lead.rb
  3. 3

    Notify the growth team

    notify-team notification
    Inputs
    lead_email ←process.inputs.lead_email score ←steps.score-lead.outputs.score qualified ←steps.score-lead.outputs.qualified
Raw definition 
---
opensop: '0.1'
process:
  name: lead-qualification
  tags:
  - growth
  - sales
  - qualification
  owner: growth-team
  steps:
  - id: collect-context
    name: Collect lead context
    type: form
    inputs:
    - from: process.inputs.lead_name
      name: lead_name
    outputs:
    - name: budget
      type: number
    - name: timeline
      type: enum
      values:
      - immediate
      - 3m
      - 6m
      - unknown
    - name: notes
      type: string
    description: Ask the lead (or an agent) for budget, timeline, and notes
  - id: score-lead
    run: "./examples/steps/score-lead.rb"
    name: Score the lead
    type: automated
    inputs:
    - from: steps.collect-context.outputs.budget
      name: budget
    - from: steps.collect-context.outputs.timeline
      name: timeline
    - from: steps.collect-context.outputs.notes
      name: notes
    outputs:
    - name: score
      type: number
    - name: qualified
      type: boolean
    validation: lenient
    description: Compute a qualification score from budget and timeline
  - id: notify-team
    name: Notify the growth team
    type: notification
    inputs:
    - from: process.inputs.lead_email
      name: lead_email
    - from: steps.score-lead.outputs.score
      name: score
    - from: steps.score-lead.outputs.qualified
      name: qualified
  inputs:
  - name: lead_name
    type: string
    required: true
  - name: lead_email
    type: string
    format: email
    required: true
  - name: source
    type: enum
    values:
    - website
    - linkedin
    - referral
    required: true
  outputs:
  - from: steps.score-lead.outputs.score
    name: score
    type: number
  - from: steps.score-lead.outputs.qualified
    name: qualified
    type: boolean
  trigger:
    type: api
  version: '1.0'
  description: Qualify an inbound lead and score their fit