Total Leads
5
In this demo workspace
Sales operations demo
AI Lead Qualification & Follow-Up Agent
Receive a sales lead, score the opportunity, explain the qualification, recommend the next action, and generate a personalized follow-up — then package the result for workflow automation. All contacts and companies on this page are fictional sample records.
- Generative AI
- AI Agents
- Next.js
- TypeScript
- n8n-ready workflows
- API/CRM integration
Hot Leads
3
Score 75+
Qualified Leads
4
Past qualification stage
Follow-ups Pending
3
Awaiting send or CRM push
New lead
Submit a fictional inquiry, then run mock AI analysis. Prefill values are sample data so the demo is ready to click.
Qualification output
AI analysis
Priya Nair · Northwind Analytics
88of 100
Recommended next action
Book a 30-minute discovery call focused on their current SDR handoff and propose a 30-day pilot using sample leads.
BANT qualification
Budget$50k – $100kStrong
AuthorityDecision MakerStrong
NeedClear requirementStrong
Timeline1–3 monthsStrong
Requirement summary
Inbound demo qualification plus automated SDR follow-up drafts before CRM handoff.
Qualification reasoning
Budget and timeline support a near-term rollout. Authority is strong: Priya is a decision maker, which raises qualification confidence. The buyer has a defined workflow (score → draft → CRM) and is already comparing vendors, which indicates active intent.
Personalized follow-up
Mock-generated email the SDR can copy into an outbound tool. Content is produced from the lead fields on this page.
Hi Priya, Thank you for walking through Northwind Analytics' inbound demo flow. A 30-day pilot with sample leads is a strong way to prove scoring, SDR drafts, and CRM handoff before a wider rollout. Suggested next step: book a 30-minute discovery call focused on the current SDR handoff and agree on pilot success metrics. Decision-making authority on this inquiry: Decision Maker. This note is generated from sample/demo logic for a portfolio walkthrough. Best regards, Manoj Kumar
Agent pipeline
Workflow status
Each analyzed lead moves through a five-stage path from intake to automation-ready payload.
- Lead ReceivedComplete
- AI AnalysisComplete
- QualificationComplete
- Follow-Up GeneratedComplete
- CRM / Automation ReadyComplete
Recent leads
Sample companies and contacts for the portfolio walkthrough. Select a row to inspect its analysis.
| Contact | Company | Industry | Priority | Score | Follow-up |
|---|---|---|---|---|---|
priya.nair@northwind-analytics.example | Northwind Analytics | SaaS | Hot | 88 | Complete |
marcus.hale@cedar-pine.example | Cedar & Pine Clinics | Healthcare | Warm | 71 | Pending |
elena.voss@harborline.example | Harborline Capital | Financial Services | Cold | 42 | Pending |
jonah.park@brightcart.example | BrightCart Commerce | Retail & Ecommerce | Hot | 79 | Complete |
amelia.cho@lumenforge.example | LumenForge Manufacturing | Manufacturing | Hot | 91 | Pending |
Automation ready
After qualification, the agent emits a structured payload. In production this would post to n8n, a CRM, or an email system. Here it is shown as a sample contract only.
n8n workflow
Trigger on score threshold, branch Hot/Warm/Cold, then notify an owner.
API handoff
JSON body with lead fields, BANT status, score, next action, and follow-up date.
Email systems
Drop the generated draft into a send-later queue for human review.
CRM platforms
Create or update a fictional opportunity with priority and stage.
Sample payload
What an automation node would receive for the selected lead.
{
"event": "lead.qualification.completed",
"demo": true,
"source": "portfolio-demo",
"lead": {
"id": "lead-1001",
"name": "Priya Nair",
"company": "Northwind Analytics",
"email": "priya.nair@northwind-analytics.example",
"industry": "SaaS",
"budgetRange": "$50k – $100k",
"authority": "Decision Maker",
"timeline": "1–3 months",
"bant": {
"budget": {
"value": "$50k – $100k",
"status": "Strong"
},
"authority": {
"value": "Decision Maker",
"status": "Strong"
},
"need": {
"value": "Clear requirement",
"status": "Strong"
},
"timeline": {
"value": "1–3 months",
"status": "Strong"
}
},
"score": 88,
"priority": "Hot",
"nextAction": "Book a 30-minute discovery call focused on their current SDR handoff and propose a 30-day pilot using sample leads.",
"followUpDate": "2026-09-19",
"workflowStage": "crm"
},
"destinations": [
"n8n webhook",
"CRM create/update",
"email draft queue",
"internal API"
]
}