Qualifier
Inbound enriched, scored, and answered before it goes cold.
The leakInbound sits before anyone responds, so the deal goes to whoever answered first.
Inputs
- + Form submissions
- + Firmographics
- + Intent signals
- + CRM history
Decides
- + Fit score
- + Routing
- + First-touch draft
Escalates onEnterprise fit · existing account · hot signal but missing contact.
Reach an inbound lead within an hour and you are roughly seven times more likely to qualify it, and more than sixty times more likely than waiting a day.
Source · Harvard Business Review, "The Short Life of Online Sales Leads," 2011
Receptionist
Every call and inbound message gets an instant response and a booked next step.
The leakCalls and messages go unanswered, so the work walks to a competitor.
Inputs
- + Inbound calls
- + SMS
- + Web chat
- + After-hours queue
Decides
- + Answer or route
- + Book the next step
- + Callback draft
Escalates onHigh-value account · complaint language · repeat caller.
Two in three small businesses rate phone calls their best or near-best source of leads.
Source · BIA/Kelsey, 2014
Clerk
Intake, extract, classify, file, cross-reference.
The leakDocuments pile up and get keyed by hand, so the backlog is slow and error-prone.
Inputs
- + Incoming PDFs / emails
- + Document taxonomy
- + Record templates
Decides
- + Extracted values
- + Record type
- + Where it filed
Escalates onLow-confidence extraction · missing fields · conflicting duplicate.
Processing a single invoice by hand averages $9.87, and $13.70 for teams without automation.
Source · Ardent Partners, State of ePayables 2023
Sentinel
Watches the stack and the accounts, speaks up only when it matters.
The leakProblems surface too late, after they have already cost money.
Inputs
- + Logs
- + Uptime checks
- + Sentiment streams
- + Billing anomalies
Decides
- + Page on-call or not
- + Which team
- + Severity
Escalates onNovel incident shape · cross-service correlation · customer-visible.
A single hour of downtime now costs more than $300,000 for over 90 percent of mid-size and large enterprises.
Source · ITIC, 2024 Hourly Cost of Downtime Report
Reactivator
Works dormant customers and stalled deals back into the pipeline.
The leakPast customers and stalled deals go cold, so recurring revenue sits unworked.
Inputs
- + Dormant customer list
- + CRM history
- + Last-activity dates
- + Stalled-deal pipeline
Decides
- + Who to reach
- + The angle or offer
- + The timing
Escalates onRe-engaged hot lead · do-not-contact flag · billing dispute surfaced.
The probability of selling to an existing customer is 60 to 70 percent. For a new prospect it is 5 to 20 percent.
Source · Marketing Metrics (Farris, Bendle, Pfeifer, Reibstein)
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