Close Deals

Qualify Form Fills

Qualify Form Fills

Stop routing unqualified leads to sales — and stop letting high-intent leads wait in a queue.

Stop routing unqualified leads to sales — and stop letting high-intent leads wait in a queue.

of rep time spent on inbound leads is spent on leads that never convert — automated qualification eliminates this waste.

of rep time spent on inbound leads is spent on leads that never convert — automated qualification eliminates this waste.

THE brıef

Most inbound qualification is manual and binary: a rep reviews the form submission and decides to follow up or not. This creates two problems simultaneously. Unqualified leads waste rep time. High-intent qualified leads sit in a queue for hours before anyone acts. The agent automates the qualification decision with a data-driven scoring model that applies ICP criteria consistently across every form fill — routing qualified leads immediately and suppressing disqualified ones without any human review.

Applies ICP criteria automatically to every form submission

The agent runs a real-time qualification check on every form fill using the enriched contact and company data. Qualification criteria are configured by your team: required attributes (must be in these industries, must have this employee range), preferred attributes (scores higher if on this tech stack, scores higher if Series B+), and disqualifiers (student email domains, non-target geographies, company size below minimum threshold). Each criterion is weighted by predictive value — an attribute that's present in 80% of your closed-won deals is weighted higher than one present in 20%.

Form fill: Nexus Partners, VP Marketing. Qualification: required criteria met (2/2), preferred criteria met (4/6), no disqualifiers triggered. ICP score: 84/100. Tier 1. Reason: Salesforce stack + Series B stage + target vertical.

Applies ICP criteria automatically to every form submission

The agent runs a real-time qualification check on every form fill using the enriched contact and company data. Qualification criteria are configured by your team: required attributes (must be in these industries, must have this employee range), preferred attributes (scores higher if on this tech stack, scores higher if Series B+), and disqualifiers (student email domains, non-target geographies, company size below minimum threshold). Each criterion is weighted by predictive value — an attribute that's present in 80% of your closed-won deals is weighted higher than one present in 20%.

Form fill: Nexus Partners, VP Marketing. Qualification: required criteria met (2/2), preferred criteria met (4/6), no disqualifiers triggered. ICP score: 84/100. Tier 1. Reason: Salesforce stack + Series B stage + target vertical.

Routes qualified leads by tier without manual review

Once a lead is scored, the routing decision is immediate. Tier 1 (high ICP fit, 80+) routes to AE with urgent flag. Tier 2 (medium fit, 60–79) routes to SDR queue for same-day follow-up. Tier 3 (low fit, 40–59) enters a nurture sequence. Disqualified leads are suppressed from the sales queue with a reason code logged for reporting. The entire routing decision happens in under 60 seconds of form submission — with no human in the loop. Reps receive only the leads they should be working, already enriched and scored.

Routing this week: 147 form fills. Tier 1 (80+): 22 routed to AEs. Tier 2 (60–79): 41 routed to SDR queue. Tier 3 (40–59): 34 entered nurture. Disqualified: 50 suppressed (26 below size threshold, 14 non-target geo, 10 competitor domain).

Routes qualified leads by tier without manual review

Once a lead is scored, the routing decision is immediate. Tier 1 (high ICP fit, 80+) routes to AE with urgent flag. Tier 2 (medium fit, 60–79) routes to SDR queue for same-day follow-up. Tier 3 (low fit, 40–59) enters a nurture sequence. Disqualified leads are suppressed from the sales queue with a reason code logged for reporting. The entire routing decision happens in under 60 seconds of form submission — with no human in the loop. Reps receive only the leads they should be working, already enriched and scored.

Routing this week: 147 form fills. Tier 1 (80+): 22 routed to AEs. Tier 2 (60–79): 41 routed to SDR queue. Tier 3 (40–59): 34 entered nurture. Disqualified: 50 suppressed (26 below size threshold, 14 non-target geo, 10 competitor domain).

Flags edge cases and ambiguous leads for rep review

Not every qualification decision is clear-cut. A company that meets 3 of 4 required criteria but misses on company size by a narrow margin is an edge case — the automated system would disqualify it, but a rep might decide it's worth pursuing. The agent identifies these edge cases: leads that score close to tier boundaries, leads with conflicting signals (small company but large deal size indicated in the form), and leads from companies with prior CRM history that changes the context. These are flagged for a rep review queue — not automatically routed or suppressed.

Flagged for review: Axiom Group — size below threshold (80 employees vs. 100 min), but indicated $100K+ budget in form and prior AE engagement 6 months ago. Edge case: recommend AE review before suppressing.

Flags edge cases and ambiguous leads for rep review

Not every qualification decision is clear-cut. A company that meets 3 of 4 required criteria but misses on company size by a narrow margin is an edge case — the automated system would disqualify it, but a rep might decide it's worth pursuing. The agent identifies these edge cases: leads that score close to tier boundaries, leads with conflicting signals (small company but large deal size indicated in the form), and leads from companies with prior CRM history that changes the context. These are flagged for a rep review queue — not automatically routed or suppressed.

Flagged for review: Axiom Group — size below threshold (80 employees vs. 100 min), but indicated $100K+ budget in form and prior AE engagement 6 months ago. Edge case: recommend AE review before suppressing.

Reports qualification rates and model accuracy over time

A qualification model that isn't measured can drift — disqualifying leads that convert and qualifying leads that don't. The agent tracks the downstream outcome for every routed and suppressed lead: which Tier 1 leads became opportunities, which Tier 2 leads converted at rep follow-up, and which disqualified leads turned out to be misclassified. Model accuracy is reported weekly — including false positive rate (high-scored leads that didn't convert) and false negative rate (suppressed leads that would have converted). These inputs feed quarterly model recalibration.

Model accuracy report (Q1): 89% precision (Tier 1 leads → opportunity rate), 7% false negative rate (suppressed leads that would have converted). Recommended recalibration: lower tech stack weight, increase funding stage weight based on Q1 win data.

Reports qualification rates and model accuracy over time

A qualification model that isn't measured can drift — disqualifying leads that convert and qualifying leads that don't. The agent tracks the downstream outcome for every routed and suppressed lead: which Tier 1 leads became opportunities, which Tier 2 leads converted at rep follow-up, and which disqualified leads turned out to be misclassified. Model accuracy is reported weekly — including false positive rate (high-scored leads that didn't convert) and false negative rate (suppressed leads that would have converted). These inputs feed quarterly model recalibration.

Model accuracy report (Q1): 89% precision (Tier 1 leads → opportunity rate), 7% false negative rate (suppressed leads that would have converted). Recommended recalibration: lower tech stack weight, increase funding stage weight based on Q1 win data.

Today vs. with

Today vs. with

Qualify Form Fills

Qualify Form Fills

Today

Qualification is manual — reps review every form fill individually, applying inconsistent criteria and spending time on leads that aren't worth pursuing.

High-intent Tier 1 leads sit in a shared inbox or review queue for hours before a rep sees them — the intent window is wasted.

Qualification criteria are applied inconsistently across reps — one SDR qualifies a company of 50 employees, another doesn't.

With ABM Strategist

Every form fill is scored against a consistent ICP model and routed automatically — reps receive only the leads they should be working.

Tier 1 leads route to AE within 60 seconds of form submission — no queue, no manual review, no missed intent windows.

The same weighted model applies to every lead — qualification is data-driven and consistent regardless of which rep would have reviewed it.

Three layers, one platform by Lantern

Three layers, one platform by Lantern

Every agent runs on three layers: a unified data model, 150+ enrichment providers, and an open-source engine where every decision is auditable.

Every agent runs on three layers: a unified data model, 150+ enrichment providers, and an open-source engine where every decision is auditable.

Data Waterfall

150+ enrichment providers. Sequential routing optimized per segment. The best answer wins. No vendor lock-in.

Agent Engine

Open-source execution engine. Workflows defined in code. Human-in-the-loop checkpoints. Full audit trail on every action.

Revenue Ontology

Every data source normalized into one model. Entity resolution across systems. Relationships stored, not inferred. Schema that evolves with your business.

FAQ

FAQ

Who configures the qualification criteria and weighting?

Can different forms have different qualification models?

What happens to Tier 3 leads that enter the nurture sequence — can they re-qualify later?

How are disqualification reasons used — are they reported anywhere?

Every minute a rep spends on the wrong lead is a minute not spent on the right one. Qualification belongs in the system, not in the SDR's judgment.

Every minute a rep spends on the wrong lead is a minute not spent on the right one. Qualification belongs in the system, not in the SDR's judgment.

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USE CASES

Revenue Team

Marketing Team

Customer Success

PRICING

Pricing

RESOURCES

Blog

About Lantern

Status

Support

© LANTERN 2025

Terms

Privacy

Linkedin

USE CASES

Revenue Team

Marketing Team

Customer Success

PRICING

Pricing

RESOURCES

Blog

About Lantern

Status

Support

© LANTERN 2025

Terms

Privacy

Linkedin