Atul Singh logoAtul Singh

Sales path · 5 workflows

Inbound lead to booked call

Sort, research and qualify new leads, then hand them over ready for the call.

  • Who it's for: SDRs, BDRs and anyone who answers inbound leads
  • 95 → 38 min in total (saves 57)
  • 29 steps
Start with workflow 1

The path, in order

Each workflow has its own prompt you can copy into any AI chat, and a checklist to tick off as you go.

  1. Step 1 · Sales · SDR / BDR

    Sorting through yesterday's inbound leads and deciding who to call or email first based on company size and how active they look.

    Relying on a first-come, first-served approach or scanning lead forms manually means high-value accounts or people showing active buying signals often wait hours for a reply while reps spend time on low-fit prospects.

    6 steps · 3 AI · 3 you

    45 → 15 min(saves 30)View workflow

  2. Step 2 · Sales · SDR / BDR

    Reviewing an incoming lead form, looking up the company online to check size and industry, and deciding whether to book a meeting or send them away.

    Leads sit in the inbox while sales reps spend valuable time manually researching company sizes and checking if the prospect matches the ideal customer profile, often resulting in slow response times for good prospects.

    6 steps · 4 AI · 2 you

    10 → 4 min(saves 6)View workflow

  3. Step 3 · Sales · SDR / BDR

    Researching an inbound lead and drafting tailored qualification questions before a discovery call

    Ramping up for a first call takes too much time between bouncing across tabs to check company websites, LinkedIn profiles, and CRM history, often leading to generic questions that do not match the lead's specific situation.

    6 steps · 3 AI · 3 you

    15 → 8 min(saves 7)View workflow

  4. Step 4 · Sales · SDR / BDR

    Sending a meeting reminder email with a specific agenda before a scheduled product demo

    Prospects often no-show or arrive unprepared to product demos because reminder emails lack a clear, customized agenda, leading to wasted time and delayed sales cycles.

    5 steps · 2 AI · 3 you

    10 → 5 min(saves 5)View workflow

  5. Step 5 · Sales · SDR / BDR

    Write up an account handoff brief for an Account Executive when a prospect agrees to a meeting

    SDRs often rush the handoff notes or leave out critical context captured during the call because they need to move immediately to the next dial, leading to AEs walking into discovery calls unprepared.

    6 steps · 3 AI · 3 you

    15 → 6 min(saves 9)View workflow

Other paths

See all workflows