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AI agent for sales managers

Lead Source Quality Review Agent

The lead budget goes to sources that produce revenue

DecisionsAnalysisManagementSales
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Lead Source Quality Review Agent: what goes in, what the agent does and what you get

What it does

Lead budgets often follow habit: the same trade shows and ad channels every year. This agent follows each lead from its source through to closed deals and revenue, then finds sources with poor conversion and high cost. It tests fixes such as new qualification rules, a narrower audience or better follow-up, and checks whether results improve in the next period. It moves nothing on its own. It shows the manager the sources to cut, hold or grow, with the evidence. After a fix is applied, it measures again to see if the source improved. Edge case: a source has few leads but very high deal value, so the agent compares by revenue per dollar, not by lead count.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Monthly source review 2 USES A TOOL Load leads, outcomes and spend by source 3 DOES Calculate conversion, cost per deal and revenue perdollar 4 CHECKS THE RESULT Is each source's sample large enough to judge? If not: extend the window or mark the source as unclear.Back to step 2. 5 DOES Mark sources to grow, hold, fix or cut 6 DOES Propose a fix for weak sources such as aqualification rule 7 YOU APPROVE Manager approves fixes and budget shifts 8 USES A TOOL Apply approved fixes and track the next period 9 CHECKS THE RESULT Did the source improve after the fix? If not: try another fix or recommend cutting it. Back tostep 5. 10 RESULT Source report with budget recommendations
Read the steps as a list
  1. Monthly source review
  2. Load leads, outcomes and spend by source
  3. Calculate conversion, cost per deal and revenue per dollar
  4. Is each source's sample large enough to judge?If not: extend the window or mark the source as unclear. Back to step 2.
  5. Mark sources to grow, hold, fix or cut
  6. Propose a fix for weak sources such as a qualification rule
  7. Manager approves fixes and budget shiftsThe agent waits here for your OK.
  8. Apply approved fixes and track the next period
  9. Did the source improve after the fix?If not: try another fix or recommend cutting it. Back to step 5.
  10. Source report with budget recommendations

How it decides

Sources are ranked by cost per closed deal and revenue per dollar. Poor sources get a test fix before being cut.

  • Compare sources by revenue per dollar
  • Require at least 30 leads before judging
  • Test one fix before recommending a cut
  • Treat sources with long cycles over a longer window

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Metrics for ranking
  • Minimum leads (default 30)
  • Review window
  • Fixes allowed

What keeps you in control

It always asks you first

  • Manager approves budget shifts
  • Manager approves new qualification rules

Hard limits

  • Never move budget itself
  • Do not hide weak data
  • Show the formulas

It stops when

  • Done: budget plan agreed
  • Stop: data is missing and the manager must fix tracking

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA webinar source produced 120 leads at $85 each with 2 deals ($26,000). A trade show produced 18 leads at $600 each with 3 deals ($140,000). The agent ranks the show higher by revenue per dollar. For the webinar, it suggests a qualification question, the manager approves, and the next month shows 4 deals.

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