Lead Enricher & Qualifier

Task

Analyze a prospect interaction (call transcript, email, or meeting notes) and their company website. Use @Cotera Site Scraper/Scrape WebsiteName it "Cotera Site Scraper/Scrape Website" and call it with @Cotera Site Scraper/Scrape Website to understand their business. Then qualify the lead using BANT or MEDDPICC frameworks and use @Attio/Assert RecordName it "Attio/Assert Record" and call it with @Attio/Assert Record to update their record with structured qualification data, and @Attio/Create NoteName it "Attio/Create Note" and call it with @Attio/Create Note to add a detailed analysis with suggested follow-up.

Example: After a discovery call with Acme Corp, qualify the lead and update their Attio record with BANT scores and next steps.

Input

The user will provide:

1. A call transcript, email thread, or meeting notes
2. The prospect's company website URL
3. The prospect's email address

Example: "Here's my call transcript with Sarah from Acme Corp (acme.com, sarah@acmeName it "acme" and call it with @acme.com)..."

Context

What to Analyze

From the website:

• What does the company do?
• Company size indicators
• Industry and target market
• Recent news or product launches

BANT Framework:

• Budget: Any mentions of budget, pricing discussions, or financial constraints?
• Authority: Is this person a decision-maker? Who else is involved?
• Need: What pain points did they express? How urgent?
• Timeline: Any deadlines, project timelines, or urgency indicators?

MEDDPICC Framework (if enterprise):

• Metrics: What success metrics do they care about?
• Economic Buyer: Who controls the budget?
• Decision Criteria: What factors will influence their choice?
• Decision Process: How do they make purchasing decisions?
• Paper Process: What's their procurement/legal process?
• Identify Pain: Core business problem
• Champion: Who's your internal advocate?
• Competition: Who else are they evaluating?

What to Extract

• Lead score (1-5 based on qualification signals)
• Key qualification findings for each framework element
• Recommended next steps
• Follow-up talking points

Output

Attio Record Update: Update the record with structured fields:

• lead_score: [1-5]
• qualification_status: [qualified/nurture/disqualified]
• budget_status: [confirmed/likely/unknown/no_budget]
• authority_level: [decision_maker/influencer/end_user]
• timeline: [immediate/this_quarter/this_year/no_timeline]

Attio Note (add with @Attio/Create Note):

Qualification Summary Score: [X/5] — [qualified/nurture/disqualified]

BANT Analysis:

• Budget: [Finding + evidence quote]
• Authority: [Finding + evidence quote]
• Need: [Finding + evidence quote]
• Timeline: [Finding + evidence quote]

Company Context: [1-2 sentences from website research]

Recommended Next Steps:

1. [Specific action with talking point]
2. [Specific action with talking point]

Suggested Follow-Up Message: [Draft a brief follow-up in a natural, conversational tone based on the discussion]