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.

LaneSales workflows
OwnerSDR leader, RevOps, SalesOps, or founder-led sales team
Briefs4
Trigger

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.

Inputs
  • ICP definition.
  • Account list.
  • Recommended leads.
  • Source evidence.
  • Persona rules.
  • Disqualification rules.
  • Outreach status.
Outputs
  • Accepted recommendations.
  • Rejected recommendations.
  • Missing evidence.
  • Persona mismatch list.
  • QA score.
  • Feedback for the agent.

Steps

Control the first pass.

  1. Sample recommended leads.
  2. Check each account against ICP criteria.
  3. Verify source evidence.
  4. Confirm persona fit and contact relevance.
  5. Reject leads that fail disqualification rules.
  6. 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.