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L6_lead_qualification_tasks.yaml
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lead_data_collection:
description: >
Collect and analyze the following information about the lead:
- Personal Information:
- Name: Obtain the full name of the lead.
- Job Title: Determine the lead's current job title.
- Role Relevance: Assess how relevant the lead's role is to the decision-making process on a scale from 0 to 10.
- Professional Background: Optionally, gather a brief description of the lead's professional background.
- Company Information:
- Company Name: Identify the name of the company the lead works for.
- Industry: Determine the industry in which the company operates.
- Company Size: Estimate the size of the company in terms of employee count.
- Revenue: If available, collect information on the annual revenue of the company.
- Market Presence: Evaluate the company's market presence on a scale from 0 to 10.
- Our Company and Product:
- Company Name: CrewAI
- Product: Multi-Agent Orchestration Platform
- ICP: Enterprise companies looking into Agentic automation.
- Pitch: We are a platform that allows you to orchestrate AI Agents for automations to any vertical.
-Lead Data:
{lead_data}
expected_output: >
A comprehensive data report including:
- Personal information (name, job title, role relevance, and optionally, professional background).
- Company information (company name, industry, company size, revenue if available, and market presence).
cultural_fit_analysis:
description: >
Assess the cultural alignment between the lead's company and our organization by considering the following:
- Cultural Values: Analyze the company's publicly stated values and internal culture (e.g., innovation, sustainability, employee engagement).
- Strategic Alignment: Evaluate how well the company's goals and mission align with our organization's strategic objectives.
- Qualitative Scoring: Assign a qualitative score (0-10) representing the overall cultural fit.
- Comments: Provide additional comments or observations that support the cultural fit score.
- Our Company and Product:
- Company Name: CrewAI
- Product: Multi-Agent Orchestration Platform
- ICP: Enterprise companies looking into Agentic automation.
- Pitch: We are a platform that allows you to orchestrate AI Agents for automations to any vertical.
- Lead Data:
{lead_data}
expected_output: >
A detailed assessment report including:
- Cultural fit score (0-10) based on the alignment of values and strategic objectives.
- Supporting analysis and comments providing context for the cultural fit score.
lead_scoring_and_validation:
description: >
Aggregate the collected data and perform the following steps:
- Score Calculation: Based on predefined criteria, calculate a final lead score (0-100). Consider factors such as:
- Role Relevance
- Company Size
- Market Presence
- Cultural Fit
- Scoring Criteria Documentation: List the criteria used to determine the score.
- Validation: Review the collected data and the calculated score for consistency and accuracy. Make adjustments if necessary.
- Final Report: Compile a summary report that includes the final validated lead score, the criteria used, and any validation notes.
- Our Company and Product:
- Company Name: CrewAI
- Product: Multi-Agent Orchestration Platform
- ICP: Enterprise companies looking into Agentic automation.
- Pitch: We are a platform that allows you to orchestrate AI Agents for automations to any vertical.
- Lead Data:
{lead_data}
expected_output: >
A validated lead score report including:
- Final lead score (0-100) with scoring criteria.
- A summary report detailing the scoring process, criteria used, and validation notes.