B2b Lead Triage Hub Agent
Fillout submissions land in Slack and a database. RB2B deanonymizes site visitors and posts them to Slack separately. Past Shopify customers placed on a gifting cadence aren't proactively surfaced when the next cycle reopens. Your sales team works off an untriaged firehose with no enrichment, no prioritization, and no contact numbers. By the time someone notices a lead, the buyer has already called competitors or cooled off.
Every morning at 8am PT, your LA sales team receives a single Slack digest of all HOT and QUALIFIED leads from the last 24 hours, with phone numbers inline and a one-line enrichment brief. Real-time HOT alerts fire immediately when a top-priority lead arrives. The web dashboard shows the full enrichment brief, all structured fields, the rules trace (why it was classified that way), and contact info. Your team exports qualified leads to their existing tools without manual research or contact-number hunting.
B2B leads fall through the cracks when signals hit separate inboxes
Corporate gifting is high-margin and event-driven.
Fillout form submissions, RB2B visitor identification, and Shopify cyclical re-engagement windows arrive in separate channels without enrichment or prioritization.
Your sales team spends hours hunting phone numbers instead of dialing qualified leads. By then, the window has closed.
Every lead looks the same. A 5-person unrelated-industry inquiry gets the same attention as a past customer with a $20k order history.
One enriched, prioritized daily queue replaces the firehose
Every lead in the daily digest arrives with a verified work phone number. No more context-switching to find contact info.
Edit your qualification thresholds in plain English. Company size, industry, title, employee count. Re-run against your last 30 leads and watch the queue re-classify in real time.
LinkedIn profiles, company firmographics, website context, and contact waterfall results are attached to every lead before your team sees it. No research required.
Every classification stores the rule version and the AI's rationale. Your sales team can answer 'why was this HOT?' without asking anyone.
This agent consolidates Fillout submissions, RB2B visitors, and Shopify cyclical customers into a single pipeline. Each lead is enriched with LinkedIn profiles, phone numbers via contact waterfall, and company-website context before your team opens their inbox. Every lead is classified as HOT (top priority), QUALIFIED (in the queue), or SUPPRESSED (filtered) against plain-English rules you edit yourself. Your LA sales team gets a daily Slack digest at 8am PT with phone numbers inline, plus a web dashboard where they can see why each lead was classified the way it was.
From three signals to one prioritized queue
The agent captures inbound B2B signals from Fillout, RB2B, and Shopify, enriches each with LinkedIn and contact data, qualifies against your rules, and delivers a daily Slack digest plus a web dashboard.
Fillout corporate-inquiry form submissions, RB2B-deanonymized site visitors, and Shopify past customers whose gifting cadence is reopening all feed into a single normalized queue. No more scattered Slack channels.
LinkedIn person and company profiles, phone and email via contact waterfall, and company-website context (About, Clients, News, Events pages) are attached to every lead. The AI synthesizes a brief paragraph plus structured fields so your team knows who they are calling.
Company size, industry, title, and employee count drive the classification. You edit the rules in the app. HOT leads trigger real-time Slack alerts. QUALIFIED leads appear in the queue. SUPPRESSED leads are filtered out but visible in an audit view.
Every morning at 8am PT, your LA sales team receives a digest of all HOT and QUALIFIED leads from the last 24 hours, with phone numbers inline and a one-line enrichment brief. Real-time HOT alerts fire immediately when a top-priority lead arrives.
Filter by status, source, or date. Click any lead to see the full enrichment brief, all structured fields, the rules trace (why it was classified that way), and contact info. Export to CSV for downstream tools.
Fillout corporate inquiry form submissions +
First Name, Last Name, Email, Company, and any custom fields Marc has configured on the form. Captured via native Fillout webhook on submission.
RB2B deanonymized site visitor records +
LinkedIn URL, First/Last Name, Title, Business Email, Company, Industry, Employee Count, Estimated Revenue, City/State/Zip, Captured URL, Referrer, is_repeat_visit flag. Captured via RB2B webhook.
Shopify past-customer order history with cyclical date matching +
Customer email, name, billing company, SKUs, order value, order date, shipping recipient. Matched against configurable intervals (annual ±N days, half-year ±N days). Captured via Shopify Admin API daily cron.
Normalize three sources into a common lead shape +
Each source adapter (Fillout, RB2B, Shopify) converts its raw payload into a standard lead record with email, name, company, and source metadata. Cross-source dedup merges the same person across sources using email (primary), LinkedIn URL (secondary), and name+company (tertiary).
Enrich with LinkedIn person and company profiles +
Apify LinkedIn scraper pulls person profiles (title, company, headline, recent activity) and company profiles (firmographics, employee count, industry, recent news). Cached for 90 days to avoid re-scraping the same lead.
Enrich with phone and email via contact waterfall +
Deepline waterfall API resolves missing phone and email across 50+ data providers. Includes reverse-email-to-person lookup for Shopify cyclical company-switch detection. Cached for 90 days.
Enrich with company-website context +
ZenRows scrapes the lead's company website (About, Clients, News, Events pages) with JavaScript rendering and premium proxies. SoTA AI classifies the content for gifting-relevant signals (past corporate-gifting posts, event-planning activity, procurement team mentions).
Synthesize enrichment brief and structured fields +
SoTA AI tier synthesizes a 2-paragraph enrichment brief plus structured fields (company size, industry, title, employee count, past-customer flag, revenue band, recent signals). This is the artifact your sales team reads.
Qualify against plain-English rules +
Structured config (company size, industry allowlist, title keywords, employee-count threshold) runs as a deterministic pre-filter. Plain-English prompt refines the final HOT vs QUALIFIED vs SUPPRESSED decision. Every classification stores the rule version and AI rationale.
Daily Slack digest at 8am PT +
Every HOT and QUALIFIED lead from the last 24 hours, with phone numbers inline, one-line enrichment brief, and a link to the lead detail page. Real-time HOT alerts fire immediately on classification.
Web dashboard with lead queue +
Filterable by status (HOT / QUALIFIED / SUPPRESSED), source (Fillout / RB2B / Shopify), and date. Each row shows phone number, status badge, source, company, and brief preview. Default view = today's HOT + QUALIFIED.
Lead detail page with enrichment brief and rules trace +
Full enrichment brief, all structured fields (company size, industry, title, employee count, past-customer flag, revenue band, recent signals), contact info (phone + email), classification (HOT / QUALIFIED / SUPPRESSED), rule version, and AI rationale for the classification.
CSV export of current filtered view +
Every enrichment field included: phone, email, enrichment brief, classification, rules trace, source, and structured fields. Ready to push downstream into the sales team's existing tools.
Audit log of SUPPRESSED leads +
Filtered-out leads visible in a separate view so good leads aren't permanently lost if rules are too strict. Marc can review and tune rules based on what was suppressed.
Is this for you?
- + Corporate gifting sales teams with multiple inbound signal sources - If your leads come from Fillout forms, B2B visitor identification, and past-customer re-engagement windows, this agent consolidates them into one prioritized queue.
- + Sales leaders who want to edit qualification rules without developer help - Edit company size, industry, title, and employee-count thresholds in plain English. Re-run against your last 30 leads and watch the queue re-classify in real time.
- + Teams that need phone numbers before the first call - Every lead in the daily digest arrives with a verified work phone number. No more context-switching to find contact info.
- + High-margin B2B channels where a single deal can dwarf a week of other revenue - Event-driven gifting (holidays, anniversaries, corporate events) benefits from immediate prioritization and enrichment. This agent surfaces HOT leads within hours, not days.
- - Outbound automation or email/SMS sequence triggers - This agent delivers a prioritized queue and a web dashboard. It does not send emails, SMS, or automated outreach. Your sales team exports leads and works them manually or via your existing tools. Outbound automation is a future Phase 2 build.
- - CRM replacement or system of record - The dashboard is lightweight: new / working / contacted / won / lost status tracking, not a full CRM. Your sales team continues to push leads into their existing tools.
- - Inbound call answering or lead qualification via voice - This agent processes written signals (forms, visitor records, order history). It does not answer calls or conduct voice-based qualification. A separate AI Answering build handles inbound calls.
- - Retail store or café operations - This agent is built for B2B corporate gifting. Retail store and café automation are out of scope.
Scoped build plus usage-based runs
This is a single-credit Phase 1 build. The agent runs daily enrichment and qualification on your inbound signals. Pricing covers the initial build, the prototype demo, and the first 30 days of operation. After that, usage-based pricing applies based on the number of leads processed per month and the cost of enrichment APIs (Apify, Deepline, ZenRows, OpenRouter).
- Initial build is a single credit. Prototype is included and feature-complete with synthetic data.
- Enrichment API costs (Apify, Deepline, ZenRows, OpenRouter) are passed through at cost. Deepline offers both BYOK (bring your own API keys for zero platform fee) and managed-credit pricing ($0.10 per credit). Engineer confirms pricing model at build time based on expected volume.
- Slack digest and web dashboard are included. No additional platform fees.
- Phase 2 (outbound automation, HubSpot writes, SMS sequences) is a separate build with separate pricing.
- To complete the build, you provide Fillout API key, RB2B plan confirmation, Shopify private app token, Slack webhook URL, and initial qualification rules in plain English.
How do we consolidate leads from Fillout, RB2B, and Shopify into one queue?
This agent captures every inbound signal from your Fillout corporate-inquiry form, RB2B-deanonymized site visitors, and Shopify past customers whose gifting cadence is reopening. Each signal is normalized into a common lead shape, then enriched with LinkedIn profiles, phone numbers via contact waterfall, and company-website context before your team opens their inbox. All three sources feed into a single pipeline, so you work one prioritized queue instead of three scattered channels.
Will the agent include phone numbers in the daily digest?
Yes. Every lead in the daily Slack digest arrives with a verified work phone number. The contact waterfall enrichment resolves missing phone and email across 50+ data providers before your sales team sees the lead. No more context-switching to hunt contact info. If a phone number isn't available after enrichment, the digest surfaces that explicitly so you know what to expect.
Can we edit the qualification rules ourselves, or do we need a developer?
You edit the rules yourself in the app. The qualification system has two parts: a plain-English prompt you can rewrite, and structured fields for company size, industry, title, and employee-count thresholds. You can re-run the rules against your last 30 leads and watch the queue re-classify in real time. No developer needed. Every classification stores the rule version and the AI's rationale, so your sales team can see exactly why a lead was marked HOT or QUALIFIED.
What happens to leads that don't meet our qualification criteria?
Leads that fail qualification are marked SUPPRESSED and filtered out of your main queue. However, they're visible in a separate audit view so you can review what was filtered and why. This prevents good leads from being permanently lost if your rules are too strict. You can adjust the rules and re-run against the suppressed set to see how the classification would change.
Does this agent send emails or SMS to leads automatically?
No. This agent delivers a prioritized queue and a web dashboard. It does not send emails, SMS, or automated outreach. Your sales team exports qualified leads to your existing tools and works them manually. Outbound automation, email sequences, and SMS triggers are planned for Phase 2 as a separate build.
How often does the agent check for new Shopify customers on a gifting cadence?
The agent runs a daily cron that scans your Shopify order history for past customers whose gifting cycle is reopening. You can configure multiple intervals: annual (one year ago ±N days), half-year (six months ago ±N days), or custom date ranges. Each interval is tracked separately so a customer can surface as both an annual and half-year re-engagement without duplication. The cron runs once per day and is idempotent, so retries don't create duplicate leads.
What if a lead appears in multiple sources, like both Fillout and RB2B?
The agent deduplicates across sources using email as the primary match, LinkedIn URL as secondary, and name plus company as tertiary. When the same person surfaces in multiple sources, they're merged into a single enriched lead record. This prevents your sales team from seeing the same prospect twice and ensures enrichment data from all sources is combined into one comprehensive brief.
Is this a CRM replacement, or does it work alongside our existing tools?
This is not a CRM. The dashboard is lightweight: it shows your lead queue with phone numbers, HOT/QUALIFIED status, and rules traces. You can track basic status (new, working, contacted, won, lost) per lead, but it's not a system of record. Your sales team continues to push leads into your existing CRM and tools. The dashboard is operational reference only. You can export any filtered view to CSV and push it downstream into your existing workflows.
Similar multi-source capture, enrichment, and qualification pattern for B2B lead triage.
Parallel capture-enrich-qualify-display workflow for sourcing qualified opportunities from multiple platforms.
Stop chasing lead signals across separate inboxes. Start with a prioritized, enriched daily queue.
This agent consolidates Fillout, RB2B, and Shopify into one pipeline, enriches every lead with LinkedIn and phone numbers, qualifies against rules you edit, and delivers a daily Slack digest at 8am PT. Your LA sales team works a prioritized queue instead of a firehose. Ready to see how it works?