Deliver qualified leads, not longer lists

Your client does not want 500 names; they want to know who to call Monday morning and why. LeadSmarts turns the lists your agency already produces, event exports, Sales Navigator searches, prospect files, into ranked, evidence-backed follow-up plans you can put your name on.

AI does the research. Your agency owns the client.

No credit card. No automatic sending. Review every result before it reaches your client.

Follow-up plan · SaaSCon leads · for Meridian Software

Researched: 64 event leads, deduplicated against your CRM

Call first (Hot): 9 leads with active buying intent, evidence attached

Nurture (Warm): 17 leads with confirmed fit, no urgency found yet

Skip: 38 leads with the reasons shown, so nobody wastes the hour

Every claim carries a source link · outreach drafts included

The agency squeeze: research does not scale by hand

Agencies win lead-generation work by promising quality, then eat the margin delivering it: someone has to research every name before the client sees it, and at ten minutes a lead, a 300-lead engagement is a week of billable time nobody billed for. Skip the research and the client notices; do it by hand and the project loses money. That trade is the thing LeadSmarts removes.

From client list to client deliverable

One engagement, start to finish.

  1. Build the client's business context: point LeadSmarts at their website and sales docs, review the draft profile together, correct it once.
  2. Bring in the leads however the engagement produces them: event badge exports, a Sales Navigator search link, or any CSV up to 1,000 rows.
  3. Connect the client's CRM (HubSpot, Salesforce, Pipedrive, Attio, Freshsales, or a custom MCP endpoint) so existing contacts are caught before a credit is spent.
  4. Research runs on the live web; each lead comes back Hot, Warm, or Cold with the evidence itemized and sourced.
  5. Review the ranked batch, spot-check the receipts, and adjust anything you disagree with before the client sees it.
  6. Outreach drafts, email and LinkedIn, are generated from the confirmed evidence in the client's voice, ready for their reps to edit and send.
  7. Findings write back to the client's CRM as notes, so the engagement leaves a permanent, auditable trail in their system, not yours.

Evidence is the deliverable

A ranked list is easy to sell once and hard to sell twice, unless the client can see why the ranking is right. LeadSmarts shows its work on every lead.

  • Point-by-point score breakdowns, with a source link on each claim: the client can audit any lead in thirty seconds.
  • Honest uncertainty: thin evidence reads "insufficient: review manually," never a confident-sounding guess your agency has to defend later.
  • Deterministic scoring: same evidence, same score, so this month's report is consistent with last month's.
buying_intent relevant_hiring
Evidence"3 SDR openings posted"
Sourcecareers.example.com
Recency12 days → ×1.0
Awarded+15 / 15
confidence source_quality
Sourcesofficial + publication
Awarded22.5 / 25

Event follow-up: the flagship agency engagement

The clearest agency win is the post-event sprint. Your client exhibits, comes home with hundreds of badge scans, and has a two-week window before the conversations go cold. Your agency takes the export the evening the event ends and hands back a ranked follow-up plan the next morning: who to call first, the evidence why, and the message drafted. It is the difference between "we cleaned your list" and "we told you where the pipeline is," delivered while competitors are still typing names into search bars. The same engine covers the pre-event version: qualify the exhibitor or attendee list beforehand and send your client in with a meeting plan.

See the full conference follow-up workflow →

Built to fit an agency's economics

Pricing is per researched lead, not per seat: 1 credit = 1 researched lead, failed research never counts, and already-researched duplicates are caught before they spend anything. That makes the cost of an engagement predictable enough to quote, and the margin between a credit and a billable qualified lead is yours.

For lead-gen and outbound agencies

Ship research-backed lists at list-cleaning speed. Quote engagements on lead volume, keep quality consistent whoever runs the account.

For event and field-marketing agencies

Add "prioritized follow-up plan" to every event package. The export your client already gives you becomes the highest-value deliverable in the report.

Running several clients concurrently and want separate workspaces? Talk to us: we work with agencies directly on that setup.

Questions

How do I set up a client's qualification profile?

Point LeadSmarts at the client's website and sales documents. It drafts the business context: what they sell, who they sell to, what to avoid claiming. You review and correct it, ideally with the client, before anything is scored against it, and it stays editable as the engagement evolves.

Can I show clients why a lead was ranked where it was?

Yes, and that is the point: every score breaks down point by point with a source link on each claim. Your deliverable is a ranking the client can audit, not a number they take on faith.

Is pricing per seat?

No. Pricing is per researched lead (1 credit = 1 researched lead), on plans sized by monthly volume. Credits belong to the workspace, not to seats.

I run several clients at once. Does that work?

A workspace carries one business context at a time, which suits focused engagements. If you want separate workspaces per client, contact us: we work with agencies directly on that setup.

Does LeadSmarts contact anyone on my client's behalf?

Never. It researches, ranks, and drafts. People review, edit, and send from their own tools. Nothing is sent automatically, which is exactly what you want your agency's name attached to.

Your next client report could rank the leads, not just list them.

Run five leads from a real engagement through it and see the deliverable, with receipts, today.

Qualify 5 leads free

No credit card. No automatic sending. Review every result before using it.