AI-Powered Lead Qualification and Follow-Up Template

This template provides a ready-to-use workflow for sales and customer engagement teams who want to automate lead qualification and follow-up using MCP servers on composio.dev.

How It Works

1. Qualifying Questions
   The AI agent engages with users by asking a few qualifying questions (e.g., name, email, primary need, budget).

2. Lead Scoring
   Based on the conversation, the agent applies a lead scoring condition:

   • Hot Lead
   • Mid Lead
   • Low Lead

3. Data Logging in Google Sheets
   Using the Google Sheets MCP server, the agent populates a CSV file (LeadsList) with the extracted details:

   • Full Name
   • Email
   • Primary Need
   • Budget
   • Lead Score
   • Status
     You can view the data being logged in real-time via the Leads Spreadsheet. This sheet is automatically populated as the AI agent qualifies leads and sends follow-up emails.

4. Personalized Follow-Up via Gmail
   Through the Gmail MCP server, the agent sends a personalized HTML-formatted follow-up email:

   • Hot Leads: Acknowledge their use case and invite them to schedule a call via a calendar link.
   • Mid Leads: Acknowledge their use case and request their website address.
   • Low Leads: Thank them for reaching out and inform them that the team will follow up soon.

5. Workflow Tracking
   Finally, the agent updates the Status column in the sheet to “Follow up sent”, ensuring the workflow is fully tracked.

Plug-and-Play Setup

This template is designed to be plug-and-play:

• Connect your MCP servers for Google Sheets and Gmail
• Embed them into an AI Prompt
• Let your agent handle the rest

It’s ideal for teams looking to streamline lead management, reduce manual data entry, and ensure timely, personalized follow-ups.