SELL / WORKFLOW
From new lead to qualified opportunity
Research a new lead, compare it with your ideal customer profile, verify the result, and update the CRM with a clear next action.
The problem
A lead arrives with too little context. Someone has to research the company, check fit, write notes, update the CRM, and decide what happens next.
The current manual process
A seller opens several tabs, copies facts into a document, makes a judgment, and manually moves the result into the CRM. The process varies by person and the evidence is easy to lose.
The workflow
- Receive the lead and existing CRM context.
- Research the company and gather useful public signals.
- Compare the account with the ideal customer profile.
- Verify required fields, confidence, and business rules.
- Pause for human approval when the fit or consequence is unclear.
- Save the score, sources, notes, and next action in the CRM.
Where AI and people fit
Where AI helps
Where a human approves
Tools involved
- CRM
- Approved web research
- Company knowledge
- Email or messaging
Expected outcome
A consistent qualification process with sources, ownership, and a next action saved where the sales team works.
Known limitations
Public information can be incomplete or out of date. Fit scoring is a recommendation and should not replace seller judgment.
Run it in Operic
Start by mapping the inputs, owner, tools, authority, and finish line. Build the AI and software steps around that process, run it on real work, and prove the result before making it a repeatable system.
Build this workflow around your business.
Join the early access list and tell us what the current process looks like.