Build a Chained Intake Workflow for Sales Handoffs

One AI step reads a demo request, scores fit, drafts SDR notes, suggests next action, and updates the CRM. Reps complain that the notes sound polished but miss the buyer signal that matters. Prompt chain with a pre-write validation gate. The common trap is spending all your energy polishing the final prompt while leaving extraction, scoring, and writeback fused together. Step 1 Extract firmographic facts, stated pain points, and buying timeline into a structured payload. This narrows the first call to factual capture rather than opinionated scoring. Step 2 Classify fit using only the extracted payload plus explicit scoring rules.…

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