LeadOps AI
Lead discovery, validation, qualification and CRM follow-up in one flow, so nothing is entered twice and nothing sits unnoticed.
The problem
Leads arrive from everywhere: web forms, email, WhatsApp, campaigns, manual research. Then they get entered by hand, duplicated, or missed. Follow-up is slow or inconsistent, which quietly costs revenue, and nobody has a clean view of what actually came in.
What we built
An automation that runs the whole lead path: define the search criteria, discover matching contacts, validate them, qualify them against the rules that matter to the business, write clean records into the CRM, and notify the right person to act, with human checkpoints where judgment belongs.
The manual version of B2B lead generation is worse still: someone builds a list, checks each contact, guesses who's worth pursuing, and retypes it all into the CRM.
How it works
- 01
Define
search criteria set once: sector, size, geography, role, whatever qualifies a lead for this business.
- 02
Discover
matching contacts found and pulled into one pipeline, alongside inbound leads from forms and inbox.
- 03
Validate & de-duplicate
records standardised, contact details checked, and every one matched against the CRM so nothing is entered twice.
- 04
Qualify
scored against the business's own criteria, so the sales team gets a ranked list rather than a raw dump.
- 05
Log & alert
clean records written to the CRM, the owner notified, and the whole run tracked.
What it delivers
Built and complete, currently at pilot stage. Not yet running day to day for a client.
When it runs, it delivers clean lead data and fast follow-up by design: no duplicate contacts, every lead in the CRM the moment it's validated, a ranked list rather than an unsorted pile, and the right person alerted to act. The manual research step, the one that quietly eats a salesperson's morning, stops being a person's job.
No performance figures yet, because it hasn't run at volume for a real client. We'll publish numbers when there are honest ones to publish.
Who else this benefits
Sales teams doing outbound research by hand, clinics taking bookings across several channels, retail and e-commerce, and any business where inbound leads drive revenue and follow-up speed decides who wins.
Key features
- Criteria-driven lead discovery, not just inbound capture
- Multi-channel intake into a single pipeline
- Contact validation before anything reaches the CRM
- Automatic de-duplication against existing records
- Qualification scoring against the business's own rules
- Real-time alerts to the right owner, with run tracking
Tools
- n8n / Make.com
- HubSpot
- Google Sheets
- NocoDB
- email or Slack alerts
Stop losing leads to manual work.
We'll build the same kind of lead-ops automation around your tools and your pipeline, and put it into daily use, not a pilot.