Prospect Intelligence combines structured qualification with AI-driven insight so you know exactly when and how to progress leads.
Move beyond gut feel
Activity heatmaps, conversation summaries, and stakeholder tracking give teams a real-time view of prospect readiness.
Intelligence Inputs
- Portal activity: Resource views, checklist progress, and time on key pages.
- AI agent conversations: Key objections, sentiment, and solution fit indicators.
- Lifecycle playbooks: Stage-specific tasks that reveal readiness and engagement gaps.
Qualification Dashboard
| Signal | What It Reveals | Action |
|---|---|---|
| Resource engagement | Which content resonates | Tailor follow-up messaging |
| Key stakeholder activity | Who is driving the evaluation | Align champions and influencers |
| Objection themes | Common concerns | Update messaging or surface relevant assets |
| Interaction recency | Prospect momentum | Schedule timely next steps |
Guided Progression
Enrich Prospect Records
Automatically pull in historical interactions, personas, and goals when a lead enters the system.
Assign Evaluation Tasks
Use the Prospect Engagement template to structure discovery calls, demos, and ROI validations.
Monitor AI Summaries
Review high-level recaps of conversations to understand sentiment and qualification status.
Trigger Stage Transitions
When readiness signals peak, automate handoffs to implementation with generated stakeholder packets.
Preserve Context
Prospect history flows into onboarding portals, ensuring commitments and learnings carry forward.
Best Practices
Focus on next-best action
Let AI surface who to contact, what to share, and when to escalate so teams stay proactive.
- Track conversion rates by template to identify which playbooks drive the fastest closes.
- Use automation to alert sales when engagement dips so they can intervene early.
- Capture commitments made during evaluation to set expectations for onboarding success.
Continue to Onboarding Momentum to see how signed customers stay on track.