- ICP definition.
- Account list.
- Recommended leads.
- Source evidence.
- Persona rules.
- Disqualification rules.
- Outreach status.
Workflow
AI Prospecting Recommendation QA
For SDR leader, RevOps, SalesOps, or founder-led sales team when an AI prospecting agent recommends companies or contacts for outreach. The workflow produces accepted recommendations, rejected recommendations, and missing evidence. Success means accepted recommendations produce better reply or meeting rates than manually selected baseline accounts.
An AI prospecting agent recommends companies or contacts for outreach.
- Owner
- SDR leader, RevOps, SalesOps, or founder-led sales team.
- Review
- Check each account against ICP criteria.
- Metric
- Accepted recommendations produce better reply or meeting rates than manually selected baseline accounts.
Run it
Operating shape.
- Accepted recommendations.
- Rejected recommendations.
- Missing evidence.
- Persona mismatch list.
- QA score.
- Feedback for the agent.
Steps
Control the first pass.
- Sample recommended leads.
- Check each account against ICP criteria.
- Verify source evidence.
- Confirm persona fit and contact relevance.
- Reject leads that fail disqualification rules.
- Feed rejection reasons back into the prompt or agent configuration.
Prompt
Starting point.
QA these AI prospecting recommendations against the ICP, persona rules, disqualification rules, source evidence, and outreach status. Return accepted leads, rejected leads, missing evidence, persona mismatches, QA score, and recommended changes to the agent instructions.