SalesLensAI

How the system works

SalesLensAI is the brain that feeds the sales stack — not another sending tool. It discovers, researches, scores, and recommends a single action per account, then helps personalize and track engagement while the seller's own channels handle delivery.

A · End-to-end pipeline

From a company name to a tracked conversation

Eight stages run in order. Stages 1–4 are automated intelligence; 5–8 are the seller's execution loop.

01

Discover

DiscoverCompaniesDialog

Target a company by name or website, or use Discover Companies to find prospects.

02

Research

analyzeCompany

AI runs web research: business model, tech stack, pain points, recent news, and decision makers.

03

Score

IcpFitCard · OpportunityScoreCard

ICP Fit (direct-customer) + Opportunity Score (readiness, likelihood, deal size, sales-motion viability, research economics).

04

Recommend

classifySalesMotion

A deterministic classifier turns the scores into one action — the Recommended Sales Motion.

05

Prioritize

Home · Pipeline

Dashboard cockpit, pipeline, and lead scoring surface what to act on today.

06

Personalize

Outreach · MeetingPrep · Solution Designer

AI generates outreach (email + LinkedIn sequence), meeting prep, tailored solution, and proposal.

07

Engage

sendEmail · sendOutlookEmail · LinkedInSequence

Send through your own Gmail/Outlook; LinkedIn uses an open-and-copy pattern (ToS-safe).

08

Track

checkForReply · workflows

Reply detection, opportunity stages, activity timeline, and automated follow-up workflows.

B · Score → Recommend

How scores become a single action

The classifier is deterministic — no extra AI cost, fully reproducible — and respects the ICP engine's own verdicts.

Scoring inputs
ICP Fit ScoreOpportunity ScoreSales Motion FitStrategic Commercial FitRelationship StrengthWhy-Now / buying signalsDirect Customer FitOpportunity TypeEvidence Confidence
Classifier

Deterministic rules + guardrails

  • Fit + timing + relationship + strategic value
  • Opportunity Type caps & partnership preference
  • Evidence Confidence downgrades weak calls
  • Opportunity Score only breaks ties at the margins
→ Recommended Sales Motion + reasoning + caution, persisted on the account.
C · The six recommendations

What the seller actually sees first

One verb, not a dashboard of numbers. The scores sit underneath as supporting detail.

Direct Outreach
High direct fit + active buying signal
Relationship-First
Decent direct fit + strong personal relationship
Partner-Led
Low direct fit + strong strategic / relationship value
Nurture
Good account fit, no active buying signal
Monitor
Interesting signals, insufficient evidence
Do Not Pursue
Weak fit, no credible opportunity
D · The output hierarchy

What a rep reads, top to bottom

Action first, evidence last — so an ordinary salesperson acts instead of interpreting scores.

Recommended action
DIRECT OUTREACH · PARTNER-LED · …
1
Why SalesLensAI recommends it
One-line reasoning grounded in evidence
2
Scores supporting it
ICP · Opportunity · Strategic · Sales Motion
3
Evidence / Why Now
Buying signals + executive briefing
4
Decision maker
Identified prospect + role
5
Generate outreach
Email + LinkedIn sequence
6

Design principle: SalesLensAI decides what should happen; the seller's existing channels (Gmail, Outlook, LinkedIn, CRM) handle delivery. The next strategic step is closed-loop tracking — what was recommended → what action was taken → what happened — so the recommendation engine learns from outcomes.

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