Screen sales prospects with an ICP checklist
Have an agent gather public company context, judge each prospect against your ICP, and hand off only the strongest matches.
- What they did
- A developer started with a strict target: B2B SaaS firms with 20 to 300 employees that were recruiting for engineering or DevOps. They removed easy mismatches first, then used Hermes Agent to inspect public company pages for signs of hiring, tech stack, and relevant roles. Hermes scored each prospect for fit and confidence, and the developer reviewed the borderline cases before anything moved to outreach.
- How it went
- No numbers were reported, but the approach was described as quicker than manual research and more uniform in how it filtered leads. Some weak fits slipped through because of keyword hits on companies that were still too early, contacts were in the wrong department, or the scoring instructions were too strict.
- Tips
- Keep a human review step for edge cases and for setting outreach priority. Revisit the rules after a few runs to reduce both false positives and false negatives.
Try it yourself with Hermes Agent
I want to qualify [number] sales leads against this ICP: [industry], [company size], [region], [job titles], and [buying signals]. Check public information on each company and contact, then rate ICP match, role relevance, and timing. Add a short note for each lead saying why it belongs or why it does not. Return the results as a table with links, and stop before any sending, submitting, or other irreversible action until I approve.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
1 more report of this
Get 3 agent uses like this every morning
With the day's top AI news. Free, and one click to unsubscribe.
Related agent uses
Find local leads that seem to lack websites
An agent searched Northwest London for plumbers without websites and narrowed the results to three outreach-ready leads.
Scan stale lease listings and draft broker outreach
A Hermes bot finds older commercial leases, checks zoning, and prepares personalized broker emails.
Use agents to build an email list from outreach
Drew Carr combined lead checks, email verification, and comment drafting to add about 1,000 subscribers in roughly 80 days.
Set up a Claude agent to handle sushi orders
A developer used Claude to chat with customers, answer menu questions, and route confirmed Instagram orders for a seven-branch sushi business.
Turn new Gmail messages into Notion CRM leads
Use a Zapier Agent to spot likely leads in Gmail and log them in a Notion database automatically.
Build a website and WhatsApp support agent from a URL
A founder showed a setup that turns a business URL into a support agent that answers questions and books Calendar appointments.