How it works

From voice note to qualified lead

The rep dictates one sentence from the car. The agent identifies the company, reads the annual accounts, writes the briefing and sets up the lead in the CRM — with a draft email that only sends after approval.

the steps
/01 Voice note One spoken question on the road, transcribed straight into the chat.
/02 Identification KBO lookup: company number, sector and location.
/03 Figures Annual accounts at the NBB: revenue, profit and headcount (FTE).
/04 Report Briefing written and stored in the knowledge base, linked to the lead.
/05 Verdict FIT: MATCH, noting how many sources answered.
/06 Lead The card lands in New, the column counter and amount tick up with it.

The meeting loop

Plan, prep and log meetings without admin

Schedule a meeting through the agent, get a take-along briefing just before, and drop the recording afterwards — the agent writes the notes, links them to the lead and moves the stage to Qualified.

the steps
/01 Moment The rep passes on the conversation; the agent logs it on the lead.
/02 Briefing The hook, the figures and three questions — from the knowledge base.
/03 Voice note After the meeting, one spoken summary, transcribed.
/04 Notes Meeting notes from the recording, on the lead and in Knowledge.
/05 Next step To-do created: propose site visit, week 24.
/06 Stage Budget and decision-makers confirmed — the lead moves to Qualified.

At scale

Five qualified leads in one go

Ask for the best candidates and the agent returns a shortlist you can check — then lands five researched leads in New, counters and all.

the steps
/01 Request Five candidates requested in the chat, with sector and profile.
/02 Overlap Leadgen log checked: two earlier contacts excluded.
/03 Search space KBO index searched — 18,400 hvac entities.
/04 Signals Scoring on the signals from the last 14 days.
/05 Shortlist Five candidates in a table, with the reason per row.
/06 Leads After your confirmation: five leads in New, counter 12 → 17.
who does what
/01 /02 /03 /04 /05 /06
Human the rep
requests five candidates
confirms the shortlist
Agent works autonomously
exclude overlap
search index
score signals
build shortlist
create leads
System what's left behind
leadgen log
5 leads · New
Candidates contacted before never show up in a batch again. The leads are only created after you confirm the shortlist.

See it on your data

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