Lead research and scoring

Scores new leads against ICP before they hit the team.

Runs in Ergo, as a bespoke install, or as a pattern to copy.

Run in Ergo Book a scoping call

What it does

You name the rubric, the source and the thresholds. The workflow scores what lands before it reaches the queue.

  1. 01Intake. New leads from the named CRM or source, as they land.
  2. 02Research. Firmographic and public-signal enrichment against the rubric.
  3. 03Scoring. Fit against ICP, with disqualifiers applied.
  4. 04Routing. Queue, CRM update, or escalation when the score warrants it.

Setup

Configure the rubric. The workflow runs the cycle from there.

  • ICP rubric and disqualifiers. Who counts, and who never should.
  • CRM and lead source. Where new leads arrive.
  • Enrichment sources. The tools and public surfaces allowed for research.
  • Thresholds and routing. Score bands, and where each band goes.

Ships

Named artefacts your team keeps and runs.

  • Scored lead cards. Fit, evidence, and the recommended next step.
  • CRM updates. Score and notes written back where connected.
  • Queue digest. The period's scored leads, in one place.
  • Escalations. High-fit or odd cases pulled for a human.

How it works

  1. IntakeCapture each new lead from the named CRM or source.
  2. ResearchEnrich against the ICP rubric using the allowed sources.
  3. ScoreApply the rubric and disqualifiers. Record the evidence on the card.
  4. Route/briefWrite back to the CRM where connected, add to the digest, or escalate.

Add to your marketing system

Bring the ICP rubric. Scoping sets sources, thresholds and routing; the workflow scores what lands.

Run in Ergo Book a scoping call

The scoping call sets the rubric, sources and the score bands.

FAQ

What is a workflow?

A fixed-scope agentic automation for one recurring marketing job. Same loop, same outputs, configured to your market.

Ergo or standalone?

In Ergo it runs as a live capability in Slack. Standalone is a bespoke install into your stack. Same workflow either way.

What do I bring?

The ICP rubric and disqualifiers, the CRM or lead source, enrichment sources, and the score thresholds.