Develop custom AI agents that qualify, engage, and route leads automatically using your ideal customer profile, CRM workflows, and sales criteria. Built for precision, not generic automation.
Rule-based scoring returns a number. A qualification agent decides: runs discovery, scores against your framework, routes the right leads, and disqualifies with context, not just a point threshold.
Static rules miss context; volume overwhelms manual review.
ICP-matched scoring updated from your closed-won data.
Scoring runs in batch; reps follow up hours or days later.
Agent qualifies in real time, before intent cools.
Route leads to a form without qualifying them.
Run discovery, score against your framework, route with rationale.
Generic point thresholds with no BANT or MEDDIC logic.
Qualification built to your exact framework: BANT, MEDDIC, or custom.
AE calendars fill with prospects who were never going to buy.
Only qualified leads reach reps, with scoring rationale attached.
The agent fits where your proposals actually live, not where a vendor wishes they lived.
BANT, MEDDIC, CHAMP, and SPICED logic applied through structured agent discovery, not static forms.
Every inbound lead scored against your ICP criteria the moment it enters the pipeline, with fit rationale surfaced to reps.
Firmographic and intent data pulled from connected sources and written back to CRM records continuously.
Lead qualification is not a single task. Capturing inbound interest, enriching accounts, scoring fit, routing leads, and alerting sales each require different data, rules, and response times.
Request a PoC ProposalA central orchestrator manages the qualification sequence and routes each lead to the right specialist: scoring, discovery, routing, or nurture.
Agents retain conversation history, scoring inputs, and discovery outputs across every interaction. Nothing gets lost between touchpoints.
Agents read existing lead and account data and write scores, notes, and routing decisions back at each stage. No manual data entry for reps.
Every score, decision point, and routing action logged with the criteria and data that drove it. Reconstructable for RevOps review or pipeline audits.
Lead data carries data handling obligations. Compliance is scoped in discovery and built into the architecture before development begins.
Request a PoC ProposalLead and contact data processed under documented lawful bases, with consent, retention, and erasure workflows built into the agent's memory layer.
Contact identifiers tokenized before reaching the model. The LLM reasons over structured signals, not raw names, emails, or personal details.
Granular RBAC defines which agents access which data. A scoring agent cannot trigger enrichment writes. Every access event logged.
Every scoring action written to write-once storage. Reconstructable for compliance review, pipeline audits, or rep dispute resolution.
Workshops with sales leadership and RevOps to define ICP criteria, qualification logic, scoring thresholds, and discovery question sequences.
Audit of existing lead data quality, field structure, and pipeline stage definitions before architecture begins.
Design orchestrator and specialist roles, build CRM write-back and sequencing integrations, and index your ICP and product documentation into the retrieval pipeline.
Evaluate scoring against historical closed-won and closed-lost data, test for false positives, then run a controlled pilot with rep review at the routing stage.
Post-deployment monitoring tracks SQL conversion rate, rep override rate, and AE feedback. Quarterly retraining as your ICP and win patterns evolve.
Folio3 helps you augment your sales processes with custom lead qualification AI agents.
Request a PoC ProposalReal-time qualification captures intent before it fades, hours ahead of batch-scored, manually-followed-up alternatives.
Leads that reach AEs are already qualified against your framework. Conversion improves because the definition of qualified is enforced, not assumed.
AEs spend time on deals worth winning, not discovery calls with prospects who were never going to buy.
Qualification capacity scales without proportional SDR headcount. The same team covers more inbound volume.
Every agent is built for your ICP, your CRM, and your qualification framework. We scope your workflows first, then design.
Read, write, and event-triggered integrations into your CRM. Scores, notes, and routing decisions written to your actual field structure.
We build the qualification logic around your framework, not the other way around.
Every Folio3 engagement targets a production-ready system: CRM integration complete, qualification framework built in, monitoring live, runbooks in your team's hands. Book a 45-minute discovery call to walk away with an agent architecture recommendation, an integration approach, and a realistic timeline.
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Qualified leads routed to the right rep with score, discovery transcript, and recommended next action attached.
Leads that don't meet criteria are disqualified with documented reasoning and enrolled in the right nurture sequence.
Qualified leads booked into rep calendars directly from the qualification flow without manual scheduling.
Integrations complete, monitoring live, runbooks in your team's hands. Not a PoC that works in a sandbox.
Fill the form below or Contact us at +1 408 365-4638 / email us via contact@folio3.ai
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+1 408 365-4638
contact@folio3.ai
6701 Koll Center Parkway, #250 Pleasanton, CA 94566
