Lead Hub
A reasoning layer over incomplete B2B leads.
An SDR workspace that researches each lead, matches it against the company's offers with cited evidence, and compiles a call brief the SDR reviews before dialling. When the evidence isn't there, it says so instead of guessing.
01 · The problemHalf a lead, a full pitch
SDRs receive leads with a company name, maybe a contact and little else. They either spend the morning researching or pitch the wrong offer to the wrong person.
AI research tools fill the gaps with confident guesses, and nobody can tell which facts were checked and which were invented.
The brief: research every lead, recommend an offer only when the evidence supports it, and show where each fact came from.
An offer with no supporting evidence shows as insufficient evidence, never a forced guess.
The rule the match engine follows
Structured research, with sources
A first pass researches the company on the web and stores each finding with its source and a confidence level. The SDR can ask follow-up questions, and screenshots or PDFs dropped on the lead are read into findings too.
Source: company websiteHigh
Source: public profileMedium
Source: uploaded PDFMedium
No source foundUnknown
One recommendation per offer
The engine reasons over the findings against the company's offers, ideal customer profile and sales knowledge. Each offer gets a tier, a confidence, the reasoning, negative signals and citations back to specific findings, or an explicit "do not pitch yet".
Cites findings 1 and 3Pitch first
Negative signal: no budget timingDo not pitch yet
No supporting findingInsufficient evidence
A call brief, ready to edit
Findings and recommendations merge into an editable, copy-ready call brief from a fixed template. It stays a draft until the SDR marks it reviewed. Logging a call outcome re-runs the match.
Every field tagged by where it came from
Each field and contact carries a provenance tag, so the SDR knows what a person entered, what AI found, what AI inferred and what has been verified. A maturity checklist, made of plain rules with no AI, shows how ready the lead is on every tab.
Research
Web research and uploaded files become findings with a source and a confidence.
- Follow-up questions
- Screenshots & PDFs
Match
Findings are weighed against each offer, with evidence cited and gaps called out.
- Tier & confidence
- Do not pitch yet
Brief
A copy-ready call brief from a fixed template, reviewed by the SDR.
- Editable draft
- Marked reviewed
Learn
Call outcomes are logged and the match runs again with the new facts.
- Outcome logging
- Re-matching
04 · Under the hoodHow it's built
Each company is its own tenant with Admin and SDR roles. Admins manage the company knowledge: services, offers, ideal customer profile and sales notes. Every AI action fails gracefully with the real error message instead of breaking the page.