Codex
Claude
GeminiWhat you do
- Provide the lead set, ideal-customer criteria, and scoring policy.
- Choose approved enrichment sources and how missing data should be treated.
- Review threshold or policy changes before they affect routing.
Growth and sales teams enriching and prioritizing leads / gtm
GTM Lead Enrichment And Scoring
A source-linked enrichment and scoring result with confidence, disqualification reasons, and no silent field invention.
From request to resultA complete plan you can follow.
Visible planThe problem
Lead scoring becomes untrustworthy when enrichment sources, missing values, and scoring assumptions are hidden.
What the agent does
- Validate lead identity and existing fields before enrichment.
- Use approved sources, preserve provenance, and distinguish missing from negative evidence.
- Apply the explicit scoring policy and store reasons, confidence, and follow-up.
When this workflow helps
A reusable method, adapted to the request.
- A lead or account list needs enrichment, qualification, or scoring before CRM or outbound work.
Before it starts
Depends on the selected path
- A bounded lead set
- Ideal-customer and scoring criteria
- Approved sources and missing-data policy
What proves it worked
Evidence, not a success claim.
- Field-level source provenance
- Score reasons and confidence
- Disqualification and exception report
Workflow path
The reusable stages of the work.
A real run expands these stages around the request, context, selected tools, approvals, and dependencies.
- 01Passes to next stage
Orient From Lead Context
Read existing lead records, enrichment state, scoring policy, and prior lessons.
- 02Passes to next stage
Run Enrichment
Execute only the provider enrichment actions granted by the concrete run plan.
- 03Verified outcome
Score And Store
Persist enrichment records, lead scores, qualification notes, and provenance.
Safe stopping and recovery
Useful even when the whole path cannot run.
- Stop with enriched records and proposed scores when routing was not authorized.
- Do not merge ambiguous people or companies.
- If a provider is unavailable, score only where the policy permits missing data and flag the rest.
Documented follow-on work
The next workflow is conditional, not hidden.
Specialists inside this workflow
Clear roles for each part of the job.
Connected work