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Inbound Lead Qualifier

Example prompt: "When a new enquiry comes in via our Typeform contact form, look up the sender's company from their work email, search the web for the company's size, sector, and recent news, and score the lead against our ideal client profile in Google Sheets (sector match, budget signal, project type, geography). For a strong match, create a HubSpot contact tagged 'qualified-inbound', draft a personalised reply in Gmail proposing a 30-minute discovery call, and post in #sales on Slack with the enrichment summary. For a weak match, draft a polite 'not a fit right now' reply with a referral to a partner agency. Save all replies as drafts — never auto-send."

The Problem

Inbound enquiries are unpredictable in quality. Some are dream clients we'd love to hear from, some are well-meaning but a poor fit, and some are barely formed ideas with no budget. Triaging them by hand means stopping whatever else is on the go to look up the company, read their site, sense-check the brief, and write a reply that fits the situation. When several enquiries come in on a busy week the temptation is to send a generic acknowledgement and promise to follow up later — which is exactly when good leads go cold and bad ones drag on through three rounds of email before anyone calls them out.

How GloriaMundo Solves It

We build a workflow triggered when a new submission arrives in our Typeform contact form. An integration step extracts the sender's name, email, and company. A web search step pulls public info about the company — size, sector, recent activity. An LLM step scores the enquiry against the ideal client profile we keep in Google Sheets, weighting sector match, budget signal, project type, and geography. A conditional step branches on the score: strong matches get a HubSpot contact, a personalised discovery-call reply drafted in Gmail, and a Slack post in #sales with the full enrichment. Weak matches get a polite "not a fit right now" reply, optionally with a referral to a partner agency. The Glass Box preview shows the score, the rationale, and every draft before anything goes out, and nothing is ever auto-sent.

Example Workflow Steps

  1. Trigger (webhook): New submission in our Typeform contact form.
  2. Step 1 (integration): Pull the submission fields — name, work email, company, project description, budget range.
  3. Step 2 (web_search): Search the public web for the company — size, sector, headquarters location, recent news.
  4. Step 3 (integration): Read the ideal client profile criteria from our 'ICP' tab in Google Sheets.
  5. Step 4 (llm): Score the lead against the ICP (sector, budget, project type, geography) and produce a short qualification summary with the reasoning.
  6. Step 5 (conditional): Branch on the score — strong, borderline, or weak match.
  7. Step 6a (integration): For strong matches, create a HubSpot contact tagged 'qualified-inbound', draft a personalised discovery-call reply in Gmail, and post the enrichment summary plus draft link in #sales on Slack.
  8. Step 6b (integration): For weak matches, draft a warm 'not a fit right now' reply in Gmail with an optional partner-agency referral, and post a brief log line in #sales.
  9. Step 7 (integration): Append the lead, score, and outcome to our 'Inbound Log' tab in Google Sheets for monthly review.

Integrations Used

  • Typeform — source of the inbound contact form (any form tool with a webhook works equivalently)
  • Web Search — enriches the company with public information
  • Google Sheets — holds the ICP scoring criteria and the inbound log
  • HubSpot — qualified leads land here as tagged contacts
  • Gmail — replies are saved as drafts for review
  • Slack — sales channel sees the enrichment summary and draft links

Who This Is For

Agency owners, studio leads, and busy independents who get more inbound enquiries than they can carefully triage by hand, and who want every reply to feel considered without spending an hour per lead.

Time & Cost Saved

A proper inbound triage — researching the company, judging fit, and writing a fitted reply — usually takes 15-25 minutes per enquiry. For an agency receiving ten enquiries a week, that is around three hours that tends to get cut short or skipped. This workflow brings it down to a 2-3 minute review of each draft, around 30-40 minutes of weekly review, and far better consistency in how we respond to the leads that matter.