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Inbound Lead Qualifier /Exploration

A Claude agent that qualifies and routes every lead

A Claude agent that reads every new form submission, checks for duplicates and existing accounts, researches the company, matches it against weighted ICP rules and writes the result back to the CRM with a Slack alert. Built for Fieldwise, a fictional dispatch-software company.

Client type
Demo build · Fieldwise (fictional)
Category
AI Agents

At a glance

Problem
Inbound leads sit in a queue until someone reads them, and every rep scores them differently.
What I built
Claude judges, code decides. Claude picks which of 16 weighted ICP rules match and quotes the evidence; deterministic code computes the score, tier, route and rep.
Tools
Claude Agent SDK, Airtable, Slack
Result
25/25 leads routed correctly
Loading walkthrough…

The problem

Inbound leads sit in a queue until someone reads them, and every rep scores them differently. Hot leads wait, and bad-fit leads waste sales time.

How it works

  1. 01New form submission lands in Airtable
  2. 02Agent checks for duplicates and existing accounts
  3. 03Researches the company
  4. 04Claude matches ICP rules and quotes evidence
  5. 05Code computes score, tier, route and rep
  6. 06Guardrail hook validates against form facts
  7. 07Result written to the CRM + Slack alert to the rep

What I built

Claude judges, code decides. Claude picks which of 16 weighted ICP rules match and quotes the evidence; deterministic code computes the score, tier, route and rep. Guardrail hooks check Claude's answer against the form facts before anything is written, so a wrong answer is blocked and corrected.

Stack

  • Claude Agent SDK
  • Airtable
  • Slack

Results

  • 25/25
    Leads routed correctly
  • ~20s
    Per lead
  • ~$0.06
    Per lead

From testing

  • During testing Claude invented a rule name that didn't exist; the guardrail caught it and Claude corrected itself

Honest limits

Fictional company and demo data · Tested on 25 seed leads covering edge cases

Available for new projects

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