Contact Enrichment & Qualification Agent
Takes a new contact, cleans it, enriches it with role, seniority, and background, scores it against your buyer personas, and tells a salesperson what to know before reaching out.
- Client
- Chicago marketing agency
- Services
- AI AgentsMarketing Automation
Agent profile
- Watches for
- A new contact record is added
- Runs
- As contacts arrive
- Connects to
- Contact records
- External enrichment sources
- Hands off to a person
- Questionable results go to a person for review. It keeps the original data, flags low confidence, and never silently overwrites better information that’s already there.
A company needed contact records it could act on: current title, department, seniority, company domain, location, professional profiles, relevant history, and whether the person owns or influences the problem being sold against. New contacts arrived incomplete and inconsistent.
What we built
How the system works, step by step.
Clean
Standardizes names, email, company, domain, and job title on every new record.
Enrich
Adds professional context from external sources: role, seniority, employer, department, and relevant background. We tested several enrichment methods and documented which gave the best quality and coverage.
Qualify
Scores each contact against configurable criteria: job function, seniority, industry, company size, geography, buyer persona, and decision-making relevance.
Summarize
A short summary for the salesperson: who the person is, why they matter, what drove the score, and a recommended next action.
Save with evidence
Stores the enriched contact and its qualification in a structured format, with confidence and sources where they matter.
Have a workflow like this? Let’s map it.
Bring us the workflow that eats your team's week. We'll show you what an agent or a better system could take off its plate.