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Foundations of AI Lead Qualification

Introduction to Agentic AI in Sales

Defining Your Ideal Customer Profile (ICP)

Identifying Intent Signals

Designing the Scoring Logic

Setting Up Scoring Criteria

Agent Workflow Design

🎮 Crossword: Lead Qualification Terminology

Building the Agent

Connecting Data Sources

Automating Lead Enrichment

Applying the Scoring Algorithm

Automating Outreach and Handoff

Drafting Personalized Outreach

Creating Follow-Up Sequences

CRM Integration and Pipeline Management

Quiz

Quiz: Foundations and ICP

Quiz: Scoring Logic

Quiz: Building the Agent

Quiz: Outreach Strategies

Quiz: Integration and Handoff

Course Feedback

Course Survey

Turn inbound interest into booked meetings—on autopilot. Building AI Agents for Lead Qualification and Automated Follow-Up is a practical, end-to-end course for sales, marketing, and RevOps pros who want pipeline powered by agentic AI. You’ll learn how to define an Ideal Customer Profile, capture intent signals, and translate both into a clear scoring model. Then, you’ll build an AI agent that ingests lead data, enriches it with external sources, calculates a score, and triggers tailored outreach sequences. Finally, you’ll integrate the agent with your CRM to hand off Hot leads to humans—fast. Along the way, you’ll see how agentic workflows go beyond rules-based automation by reasoning over context, adapting outreach, and continuously improving performance. Expect concrete frameworks, plug-and-play scoring templates, and actionable prompts you can deploy immediately. Whether you’re qualifying website demo requests, event lists, or partner referrals, you’ll leave with a working system that saves hours per week, improves response rates, and gives your team a repeatable path from first touch to qualified opportunity.

Building AI Agents for Lead Qualification and Automated Follow-Up

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            <p>Modern sales environments are increasingly moving away from static automation toward dynamic, agentic AI systems that can think and act independently. This course explores the fundamental shift from simple lead capture to sophisticated lead qualification using AI agents. Participants will begin by establishing a solid foundation, defining the nuances of agentic AI and its role in streamlining the sales funnel. A critical component of this process involves refining the Ideal Customer Profile (ICP) and identifying high-intent signals—such as specific website behaviors or firmographic data—that allow an AI agent to distinguish between a casual browser and a high-value prospect.</p>

<p>Beyond theory, the curriculum dives into the practical architecture of building and deploying these agents. You will learn to design complex scoring logic, assigning numerical weights to various lead attributes to ensure the most promising opportunities are prioritized. The course covers the technical execution of connecting data sources, automating lead enrichment via external searches, and applying scoring algorithms to categorize leads effectively. Finally, the focus shifts to the human-AI handoff, demonstrating how to automate personalized outreach and follow-up sequences while ensuring seamless integration with CRM systems. By the end of this program, you will be equipped to build a self-sustaining system that manages the entire lead lifecycle from initial signal to sales-ready handoff.</p>
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