# Lead Enricher & Qualifier

> Turn call transcripts into qualified leads with BANT/MEDDPICC analysis, automatically synced to Attio.

Source: https://cotera.co/solutions/sales/lead-enricher-qualifier

---

- **Team:** Sales
- **Tools:** Apollo, Attio
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 30 min/lead

## How it works
1. **Research Company** — Scrape their website for context and intel
2. **BANT/MEDDPICC Analysis** — Score leads on standard qualification frameworks
3. **Update Attio Records** — Sync structured data to your CRM automatically
4. **Draft Follow-Up** — Get suggested next steps and messaging

## Example requests
- Here's my discovery call transcript with Sarah from Acme Corp. Qualify this lead and update Attio.
- Analyze this email thread and score the lead using MEDDPICC
- Process these meeting notes and create an Attio note with next steps

## Prompt

```markdown
## Task

Analyze a prospect interaction (call transcript, email, or meeting notes) and their company website. Use @Cotera Site Scraper/Scrape Website to understand their business. Then qualify the lead using BANT or MEDDPICC frameworks and use @Attio/Assert Record to update their record with structured qualification data, and @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@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]
```

## Related reading
- [CRM Lead Enrichment Ai](https://cotera.co/articles/crm-lead-enrichment-ai.md)
- [Sales Intelligence Vs Lead Generation](https://cotera.co/articles/sales-intelligence-vs-lead-generation.md)
- [Salesforce Lead Automation Guide](https://cotera.co/articles/salesforce-lead-automation-guide.md)