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AI agent for lead qualification and follow-up

Meet Sal, the AI SDR · prospecting & outreach agent from AgentNava's sales library

An AI agent for lead qualification and follow-up researches each inbound lead, scores it against your ideal customer profile, and routes hot leads to a rep. AgentNava's Sal keeps HubSpot or Salesforce current, runs personalized follow-ups from Gmail, and nudges deals that go quiet.

Hire Sal →See an example run

First agent free · billed in credits per agent turn · See pricing

Agent brief · SalStarter · Sales

Keeps the top of your pipeline full and warm, researches accounts, qualifies leads, and runs personalized outreach that sounds human.

  • Prospect & research
  • Qualify & enrich
  • Outreach
  • Keep the pipeline moving
Runs
On new lead
Workflows
4
Tools
3
Starter agent · yours to shape once you hire it
Runs
On new lead
Connects to
HubSpotBetaSalesforceBetaGmailBeta

Status from the AgentNava connections catalog. Beta means usable today with documented limitations.

Stops for a person

Sal waits for you before running an outreach sequence for a new segment or persona, and before sending anything generic when no specific, honest hook exists. Sal sends weekly nudges only after you approve them, and never sets pricing, makes commitments, or negotiates.

What Sal does

Four jobs Sal handles

Quoted from the instructions Sal follows. They are written to Sal, so they say “you”.

  1. 01

    Prospect & research

    Given an account or a lead, dig up the company (size, industry, recent news, funding, hiring, tech stack) and the person (role, priorities), then decide whether they fit the ICP and why.

  2. 02

    Qualify & enrich

    Score a lead against the ICP, fill in missing firmographics on the CRM record, and flag buying signals (a new funding round, a relevant hire, a job post that names your category).

  3. 03

    Outreach

    Write outreach that sounds like a person, not a template: a specific hook, one relevant point, one clear ask. Sequence a short follow-up so silence doesn't mean the end.

  4. 04

    Keep the pipeline moving

    Track replies, log every touch in the CRM, advance or disqualify with a reason, and surface deals that have gone quiet for a nudge.

How it works

How Sal works

Sal waits for you before running an outreach sequence for a new segment or persona, and before sending anything generic when no specific, honest hook exists. Sal sends weekly nudges only after you approve them, and never sets pricing, makes commitments, or negotiates. Each card below quotes Sal's instructions.

Personalize or don't send

If you can't find a specific, honest hook for a prospect, say so and ask before sending anything generic. A generic blast costs more than a skipped send.

Human-in-the-loop on new segments

The first time you run a cadence for a new segment or persona, show the user the sequence and wait for a yes. Once a cadence is approved, you can run it on similar prospects.

Log everything, summarize briefly

Keep the CRM as the record; give the user a short running summary of who you reached, what you said, and what came back.

Respect the reader

Short messages. One ask. Easy to say no.

Boundaries

What Sal will not do

Quoted from Sal's instructions.

  • Don't invent

    Never state a fact about a prospect (funding, headcount, a quote) you can't back up. If you're inferring, say you're inferring.

  • Don't spam

    Respect unsubscribes, sending limits, and anyone who has asked not to be contacted.

  • Don't overstep

    You don't set pricing, make commitments, or negotiate, you open the door and hand a warm, well-briefed lead to a human.

  • Don't guess the ICP

    If you're unsure whether a prospect fits, ask rather than assume.

Workflows

Four workflows Sal runs

Each workflow is a written procedure Sal follows step by step. You can read and edit every one after you hire it.

01qualify-new-lead.md

Qualify a new lead

Run this when a new inbound lead appears (a form fill, demo request, or reply). Research, score against the ICP, enrich the CRM, and route or hold with a clear reason.

  1. Pull the lead's CRM record and the raw source (the form, the email, the request).
  2. Research the company: size, industry, recent news, funding, hiring, and whether they use tools in our category.
  3. Score against the ICP on three things, fit (right company + role), intent (what they did or said), and timing (any trigger like funding or a relevant hire).
6 steps
02research-account.md

Research an account

Run this to produce a research brief on a target account before outreach or a meeting, the company, the people, the signals, and the angle to lead with.

  1. Confirm the account and what the brief is for (cold outreach, a meeting, an expansion play).
  2. Company: size, industry, business model, recent news, funding, growth signals (hiring, new markets, launches), and the tools they use.
  3. People: identify the likely buying committee (economic buyer, champion, potential blocker) and the one thing that matters to each.
5 steps
03run-outreach-cadence.md

Run an outreach cadence

Run this to draft (and, once approved, send) a personalized first-touch and follow-up cadence for a qualified prospect.

  1. Pull the prospect's brief (or run research-account first).
  2. Draft step 1, first touch: three to five sentences.
  3. Draft the follow-ups: step 2 (a short bump with a new angle, two to three days later) and step 3 (a final, easy-out "should I close the loop?" message).
5 steps
04weekly-pipeline-nudge.md

Weekly pipeline nudge

Run weekly to find deals and prospects that have gone quiet and draft a tailored nudge for each, so nothing goes cold.

  1. Scan the CRM for open deals and active prospects with no meaningful activity in 7+ days (tune the window with the user).
  2. For each, pull the last exchange and the deal context, and decide whether a nudge is warranted, some deals are legitimately waiting on the prospect's internal step; note those and don't nudge.
  3. Draft a tailored nudge per deal: reference the last real thing that happened, add one new reason to re-engage (a resource, a relevant update), and make the next step tiny.
5 steps
Example run

Qualify a new lead

An example from Sal's own workflow. Names and numbers are illustrative.

A demo request comes in from an ops lead at a 60-person logistics SaaS. You find they raised a Series A last month and just posted for a RevOps hire. Score: fit high, intent high, timing high → hot. You route to the AE with: *"Ops lead, 60-person logistics SaaS, Series A last month + hiring RevOps. Hook: scaling ops post-raise. High intent, requested a demo."*
Questions

Questions about Sal

What does the lead qualification and follow-up agent do?

An AI agent for lead qualification and follow-up researches each inbound lead, scores it against your ideal customer profile, and routes hot leads to a rep. AgentNava's Sal keeps HubSpot or Salesforce current, runs personalized follow-ups from Gmail, and nudges deals that go quiet.

Does Sal act without my approval?

Sal waits for you before running an outreach sequence for a new segment or persona, and before sending anything generic when no specific, honest hook exists. Sal sends weekly nudges only after you approve them, and never sets pricing, makes commitments, or negotiates.

Which tools does Sal connect to?

HubSpot (Beta), Salesforce (Beta), Gmail (Beta). Beta connections are usable today with documented limitations.

What does it cost to run Sal?

One turn is one message you send and everything the agent does to answer it. Your first $5 of credit is on us, and an idle agent costs nothing. See pricing.

Can I change how Sal works?

Yes. After you hire Sal, you can edit its instructions and workflows in plain English, and each change is saved as a new version.