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Build a lead research agent

A step-by-step guide to an agent that scores and drafts intros for new leads.

In this guide you’ll build the agent behind Veloria’s 3.1× pipeline increase.

What you’ll need

  1. A HubSpot account with new leads.
  2. A Gmail account for drafted intros.
  3. Your ideal customer profile, in a sentence or two.

Write the scoring rubric

Describe what a great account looks like, for example size, industry, and tech stack. The agent explains every score using this rubric.

Add drafting with approval

Grant the Gmail: create draft tool and require approval for send. Reps approve each email in one click.

Measure it

Track qualified pipeline and reply rate in Analytics for four weeks, against the four weeks before launch.

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