研究、评分和制定潜在客户的拓展计划
Research, score and draft outreach for leads
一个基于Make的AI代理自动研究潜在客户、对它们进行评分并制定个性化的后续拓展计划。
做了什么
The post describes a Make workflow for automated lead qualification that connects HubSpot contact data with Slack, Gmail, and Google Calendar. It says the agent researches leads, scores them, and drafts personalized outreach replies automatically, while the sales team is kept in the loop through Slack notifications and can use the drafted Gmail responses and calendar availability for follow-up.
效果如何
The source frames the result as letting the sales team focus on closing while the workflow handles qualification and draft follow-up. It does not give performance numbers, examples of scores, or any reported shortcomings in the thread shown.
值得注意
The practical catch is the app stack: the setup requires Make plus HubSpot CRM access, Slack, Gmail, and Google Calendar; the post also links a ready-built scenario template.
试试这个 Prompt
Build a Make scenario that takes new leads from [lead source, e.g. a Google Sheet or CRM], researches each company and contact on the web, and scores them 1 to 10 against my ideal customer: [describe ICP]. For leads scoring [threshold] or higher, draft a personalized follow-up email referencing something specific from the research, and save it as a draft in [email tool]. Do not send anything; stop once drafts and scores are written for the first [number] leads for me to review.