Concept · A B2B team with leads arriving from several sources
Multi-agent lead qualification
One agent with five sub-agents in sequence: parse the inbound lead, score it against the ideal customer profile, create the record in Airtable and alert Slack for hot leads, draft a personal follow-up email, and log every step with its reasoning.
A working concept built for a prospective client, shown with sample data.
What it does
- Each sub-agent explains its decision before handing over
- Hot leads reach Slack straight away; uncertain ones go to a person
- Every action logged with a timestamp
The brief
What it was designed to change
Before
- Leads arriving from several sources with no single way to qualify them
With the tool
- Every lead parsed, scored against the ideal customer profile, recorded and answered with a drafted email
What success looks like
- Hot leads reach a person within minutes
- Every decision can be traced back to the agent that made it
What changed for the team
Sales sees qualified leads with a score and a draft reply, and decides what to send.
Where it goes next
A concept. Uncertain cases go to a person by design, and every step is logged for review.
Related work and customer stories
Live B2B sales team Lead enrichment and sales automation First replies in under three minutes and 3.4x conversion for a B2B sales team. 
Quotes, projects and stock for a ceiling contractor In build A ceiling installation contractor Quotes, projects and stock for a ceiling contractor Builds priced ceiling quotations with revisions and separate client, team and internal views, shares them as PDFs and turns accepted quotes into projects. Projects track materials, expenses, payments, checklists and a calendar; inventory tracks fabric rolls, suppliers, purchases and reorders. 
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Client build A firm that connects brands with architects on interior projects Brand, architect and quotation management on SmartSuite Quotes between brands and architects lived in disconnected spreadsheets across projects that ran for months. SBD built three SmartSuite solutions (brands, architects and quotations) with dashboards, mobile forms and version tracking, and Make sends next-action reminders by email, WhatsApp and Slack. 
Something similar
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