This agent pulls in a lead list, removes duplicates & fills in company details,
scores each lead against your ideal customer profile with reasoning you can read, drafts a
personalized first message, then holds everything for your approval before anything syncs to
the CRM. Nothing is contacted without your click.
Pull a sample lead list, then remove duplicates & fill in company details so
every record is complete before scoring starts.
Stage 2 of 5 · Score every lead against your customer profile
Claude reads each lead and scores it against the profile above. You get a numeric
score, a tier & the reasoning behind it. If scoring hits an error, the lead is flagged for
manual review instead of breaking the run.
Qualified & review → gets a draft you approve. Disqualified → never contacted.
Stage 3 of 5 · You approve every message
Claude drafts a personalized first message for every qualified and review-tier
lead, grounded in what it learned about them. Nothing goes out without your click.
Edit inline, approve or reject each one.
Stage 4 of 5 · Queue messages & save to the CRM
Approved messages go into the demo send queue and each lead is saved to the
CRM. The board below is the CRM as the source of truth.
Choose which CRM this run writes to
Stage 5 of 5 · Book meetings
A few positive replies come back. The scheduler turns each into a booked meeting and the
CRM card moves to Meeting Booked.
Pipeline metrics
Activity log
How it's built
Lead scoring and outreach drafting are real Claude calls made through a server-side function,
so no API key ever reaches this page. Every integration sits behind a swappable adapter: the lead
source, CRM, send queue & scheduler all share one interface. HubSpot and Attio plug into the
same CRM interface and the in-browser mock stays the safe default, so nothing real is written
unless you pick a live backend in Stage 4. Ingest removes duplicates on a normalized company and
email key before enrichment. The lead list, send queue & scheduler in this demo are mocks.
Built by Demetrius Barrett · Witty Inventions Digital, LLC ·
witty-inventions.net
This demo runs on Claude through a server-side function. No key is exposed in the page.