Lead Qualifier

1import { relay } from "@relayplane/workflows";
2
3const result = await relay
4  .workflow("lead-qualifier")
5  .step("enrich").with("openai:gpt-4o")
6  .step("score").with("anthropic:claude-3.5-sonnet").depends("enrich")
7  .run({ email: "prospect@company.com", company: "Acme Corp" });

1import { relay } from "@relayplane/workflows";
2import { z } from "zod";
3
4// Define lead qualification schema
5const LeadScoreSchema = z.object({
6  score: z.number().min(0).max(100),
7  tier: z.enum(["hot", "warm", "cold", "disqualified"]),
8  fitScore: z.number().min(0).max(100),
9  intentScore: z.number().min(0).max(100),
10  reasoning: z.string(),
11  nextSteps: z.array(z.string()),
12  assignTo: z.string().optional(),
13});
14
15async function qualifyLead(lead: {
16  email: string;
17  company: string;
18  title?: string;
19  message?: string;
20  source?: string;
21}) {
22  const result = await relay
23    .workflow("lead-qualifier")
24
25    // Step 1: Enrich lead data from public sources
26    .step("enrich", {
27      systemPrompt: `Research company and contact information:
28        - Company size, industry, and revenue (if public)
29        - Technologies used (from job postings, tech stack data)
30        - Recent news or funding announcements
31        - Contact's role and seniority level
32        - Social media presence and activity
33        Return enriched profile data.`,
34    })
35    .with("openai:gpt-4o")
36
37    // Step 2: Score and qualify the lead
38    .step("score", {
39      schema: LeadScoreSchema,
40      systemPrompt: `Qualify this lead based on ICP criteria:
41
42        FIT SCORE (0-100):
43        - Company size: 100-1000 employees (30 points)
44        - Industry: B2B SaaS, Tech, or Professional Services (25 points)
45        - Budget: $10k+ ARR budget (25 points)
46        - Tech stack: Uses modern development tools (20 points)
47
48        INTENT SCORE (0-100):
49        - Source quality: Inbound demo request (40 points)
50        - Message specificity: Mentions specific pain points (30 points)
51        - Timeline: Needs solution in next quarter (20 points)
52        - Authority: Director level or above (10 points)
53
54        TIER ASSIGNMENT:
55        - Hot (80-100): High fit + high intent, route to AE immediately
56        - Warm (60-79): Good fit or intent, nurture sequence
57        - Cold (40-59): Some potential, long-term nurture
58        - Disqualified (<40): Not a fit, archive
59
60        Provide reasoning and specific next steps.`,
61    })
62    .with("anthropic:claude-3.5-sonnet")
63    .depends("enrich")
64
65    // Step 3: Generate personalized outreach
66    .step("draft-outreach", {
67      systemPrompt: `Draft personalized outreach email:
68        - Reference their specific company/industry
69        - Address pain points mentioned in their inquiry
70        - Suggest relevant case studies or resources
71        - Include clear CTA based on tier
72        Tone: Professional but conversational, value-focused`,
73    })
74    .with("openai:gpt-4o-mini")
75    .depends("score")
76
77    .run(lead);
78
79  return {
80    enriched: result.steps.enrich,
81    qualification: result.steps.score as z.infer,
82    outreach: result.steps["draft-outreach"],
83  };
84}
85
86// Example usage
87const qualified = await qualifyLead({
88  email: "john@acmecorp.com",
89  company: "Acme Corp",
90  title: "VP of Engineering",
91  message: "Looking for workflow automation solution for our team",
92  source: "website-demo-request",
93});
94
95console.log("Lead Tier:", qualified.qualification.tier);
96console.log("Score:", qualified.qualification.score);
97console.log("Next Steps:", qualified.qualification.nextSteps);
98console.log("\nDraft Email:", qualified.outreach);

1# Trigger from form submissions
2curl -X POST https://api.relayplane.com/webhooks/trigger \
3  -H "Authorization: Bearer YOUR_API_KEY" \
4  -d '{
5    "workflowName": "lead-qualifier",
6    "input": {
7      "email": "prospect@company.com",
8      "company": "Acme Corp",
9      "source": "website-form"
10    }
11  }'