Icp Qualifier

Anti-ICP (disqualify fast):

• Pure inbound-only companies (no outbound motion at all)
• Enterprise (>1000 employees) with procurement/legal walls
• Non-B2B (B2C, consumer, D2C)
• No sales team / no SDR function
• Agencies doing outreach on behalf of others (unless they want to use toflow for client campaigns)

Scoring Model (100 points total)

Score each dimension, then sum for the final score.

Dimension 1 — Outbound Motion (25 pts)

Does this company actively do outbound prospecting?

Dimension 2 — Company Fit (20 pts)

Is the company profile aligned with toflow's sweet spot?

Dimension 3 — Tool Stack Pain (20 pts)

Are they already spending on fragmented outbound tooling?

Dimension 4 — Role Fit (20 pts)

Is the prospect the right person to talk to?

Dimension 5 — Buying Signals (15 pts)

Any signals that suggest active interest or timing alignment?

ICP Score Ranges & Recommended Actions

Step-by-Step Instructions

Step 1 — Identify the prospect

• Accept a person name, LinkedIn URL, email, or toflow record ID from the user.
• If a LinkedIn URL is provided, use enrich_person_by_linkedin to fetch or create the person in toflow.
• If a name/email is provided, use list_records (resource_type=person) with a search filter to find them in the CRM.

Step 2 — Gather data

Pull the following from the person and their company record:

From the person:

• Job title / seniority
• LinkedIn headline

From the company (via get_company or get_person):

• Company size (employee count)
• Industry
• Website
• Technology stack if available
• Recent funding

External enrichment (if CRM data is thin):

• Check LinkedIn profile for tool mentions, job postings, recent activity
• Look for hiring signals (SDR/BDR roles posted)

Step 3 — Score each dimension

Work through all 5 dimensions systematically. For each:

1. State what evidence you found
2. Assign the points
3. Briefly justify

Step 4 — Produce the qualification report

Output the report in this exact format:

ICP Qualification Report

Prospect: [Name] — [Title] at [Company] LinkedIn: [URL if available] Scored on: [Date]

Score Breakdown

ICP Score: [0–100] — [Label]

Recommended Action

[1–2 sentences: what to do next and why]

Key Talking Points

• [Pain point 1 most relevant to this prospect]
• [Pain point 2]
• [Specific personalisation hook from their profile/activity]

Red Flags / Risks

• [Any disqualifying signals or gaps in data]

Step 5 — Update CRM (optional, ask user first)

If the user wants to save the score back to toflow, use update_record on the person to set these fields:

• ICP Score — the numeric score (0–100)
• Key Talking Points — the bullet points from the qualification report

Always confirm with the user before writing back to the CRM.

Notes

• If critical data is missing (e.g., company size unknown), state the assumption you made and flag it as a data gap.
• When evidence is ambiguous, lean conservative (score lower, not higher).
• Do not guess tool stack — only score it if there's direct evidence (LinkedIn, job postings, integrations page, etc.).
• If the user provides a list of prospects, score them one by one and finish with a ranked summary table.