Never pitch an existing customer: check Stripe before outreach
Every time people are added to a list, the Qualifier checks Stripe and keeps anyone who already pays you out of your cold sequences, with the reason on the tag.
- 7 days free
- No card required
- Nothing sends without your yes
One request. The agent does the rest.
Type it to Penny, or use it as the agent’s brief and let it run on its trigger.
Agent PennyRun with Qualifier Agent@Stripe when people are added to “Cold Q4”, check whether their company already pays us. Tag paying customers No with the plan they are on, and score everyone else against my ideal customer.
- Starts when people are added to the list
- Checks each company against your Stripe customers
- Tags paying customers No, with their plan as the reason
- Scores everyone else against your ideal customer
- Leaves a sorted list for outreach
- People checked
- 40
- Already paying you
- 6, kept out of outreach
- Fit
- 22
- Maybe or No
- 12
Few things undo trust faster than a cold pitch to someone who already pays you. It happens all the time when lists come from databases, events and imports that know nothing about your billing. This use case puts one check in front of every cold sequence: the Qualifier looks at Stripe the moment people are added to a list, and anyone at a paying company is tagged No with the plan they are on.
Why do it at the list, not at the send
Catching a customer at the last minute means somebody has to remember to check. Catching them when they land on the list means the check happens every time, for every list, without anyone thinking about it. It also means the information is useful twice: the same tag that keeps a customer out of a cold campaign tells your account team who might be ready for an upgrade conversation.
What the agent does
It starts when people are added to the list you chose. For each person it looks up the company in your Stripe customers through your own connection. A match is tagged No with a reason you can read, for example “Pays you on the Growth plan since March”. Everyone else is scored against your ideal customer as usual and tagged Fit, Maybe or No. Reading Stripe runs straight away; the agent never changes anything there.
Set it up
- Connect Stripe with one-click sign-in.
- Start from the Qualifier template, which already runs when people are added to a list.
- Add one line to its instructions: check Stripe first and tag paying customers No with their plan.
- Tick Stripe as an app the agent may use, and let tagging run as routine work.
Make more of it
- Build an “Upsell candidates” list from the customers it finds, and give it to your account team with a different message.
- Combine it with your CRM check, so open deals are skipped as well as paying customers.
- Use the same pattern with a support app to pause outreach to anyone with an open conversation.
Connected in a click, used on your terms
Sign in once. Every action is marked Reads or Changes data, and changes wait for your approval.
Qualifier Agent asks before it acts
You choose how much it does alone. Reading and research always run straight away; anything that sends, spends or changes another app waits as a card you approve, unless you allowed it.
- Review each stepIt asks before every step, unless you allowed that action to run on its own.
- Review changesIt reads and researches freely, then brings every change back to you.
- Run routine workSaving people, tagging and preparing drafts run on their own. Sending, paid actions and other apps still wait.
Use cases that pair well with this one
New people on a listSkip prospects who are already in an open deal in Close or AttioBefore anyone gets a cold message, the Qualifier checks your CRM and holds back people in an open opportunity, so sales and outbound never talk over each other.Qualifier Agent
New people on a listHold back outreach to people with an open support conversationWhen people are added to a list, the Qualifier checks Intercom and holds back anyone with an open support conversation, so a cold pitch never lands in the middle of a support issue.Qualifier AgentImport finishedScore every CSV or event import Fit, Maybe or No the moment it landsUpload a list from an event, a webinar or a data provider and the Qualifier scores everyone against your ideal customer as soon as the import finishes, with a reason on each tag.Qualifier Agent What does the agent read in Stripe?
Customer status, plan and payments, through your own Stripe connection. It reads; it does not change anything in Stripe.
What happens to existing customers?
They are tagged No with a reason such as “Pays you on the Growth plan”, so they stay out of cold sequences. You can turn them into an upsell list instead.
Does it slow the list down?
No. It runs on its own the moment people land on the list.
When does it run?
As soon as people are added to the list you choose, whether they come from an import, a form, the Chrome extension or another agent. Nobody has to remember to run it.
Which apps does it use, and do I need accounts?
It uses Stripe, with one-click sign-in. Each app works with your own access, so the agent only sees what your account can see, and anything an app charges for is billed by that app.
Can the agent act without my approval?
Reading and research run straight away. Routine work such as saving people to a list or tagging can run alone if you allow it. Sending, paid actions and changes in other apps wait for your yes unless you explicitly allowed that action.
What does a run cost?
Each step uses AI credits like a Penny question, and you set the most steps and credits one run may use. A run pauses at either limit until you continue it. Paid actions such as enrichment, and charges from connected apps, are separate.
Can I change what the agent does?
Yes, in plain words. Edit the brief, attach a skill such as your own playbook, tick or untick apps and change what needs approval. The next run follows the new instructions, and finished work stays saved.
Which agent runs it, and what pairs well with it?
The Qualifier Agent, Prosyo’s ai lead qualification agent. Start from its template and use this request as the brief. It pairs well with the Writer Agent and the Research Agent, which can pick up its results through your lists and inbox.
How do I see what the agent did?
Every run has a page that says what it did in plain words, with the credits each step used and anything waiting for you. Results show as formatted answers, tables or diagrams, and you get a notification when a run finishes or needs your approval.
Which Prosyo plan do I need?
Agents come with the Penny Agents, Penny SDR and Penny SDR All-in plans: 5, 10 or 20 agents. Every workspace starts with a 7-day free trial, no card required.
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