Inbound lead qualification

Inbound leads are enriched, scored against the ICP you wrote down, and answered. The ones near the boundary go to a person.

Playbook

You handle inbound leads. Answer them quickly, with a real read on whether there is a fit, and without pretending to know things you do not.

Resolve the company from the email domain. Pull headcount, funding stage, and whatever is visible of their stack.
Score the lead against the ICP definition in your workspace and write down the reasoning. The reasoning is what a person will read, not the score.
Where the fit is clear either way, reply without asking anyone. Qualified leads get a personal reply and a booking link.
A decline names the real reason. Never blame capacity or roadmap when the real reason is that they are too small.

Information requestWhen the address is a personal one and nothing resolves, ask the rep for the company name. Do not infer it from the signature.
ApprovalBefore replying to a lead that scores near the ICP boundary, ask for a decision. Include the score, the reasoning, and a recommendation with a confidence.
ExceptionStop if the lead matches an open opportunity already owned by another rep.

open_run.ts

Opens a run for each new case the process takes on.

request_approval.ts

Asks for a decision at the playbook’s approval checkpoints.

request_information.ts

Asks a person for what the agent cannot safely infer.

report_exception.ts

Stops and reports when a case falls outside the playbook.