Every new lead scored Fit, Maybe or No, with the reason
The Qualifier wakes up the moment people are added to a list, scores each one against your ideal customer and tags them Fit, Maybe or No with a one-line reason. Your team starts the day with a sorted list, and no first touch is wasted on someone who was never going to buy.
- 7 days free
- No card required
- Nothing sends without your yes
Every lead,scoredwith a reason.
A list is only as good as the people on it. The Qualifier reads every new name against the ideal customer you defined, the same way every time, and writes down why. Fit goes to outreach, Maybe gets a second look, No stays out of your sequences.
What the Qualifier Agent does, step by step
The same steps your best teammate would take, written down once and run every time.
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01
Describe your ideal customer once
Titles, industries, company size, regions, the signals that matter and the deal-breakers. It is saved in Prosyo and every agent uses the same definition.
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02
It starts on its own
Whenever people are added to a list: a CSV import, a form, the Chrome extension or the Research Agent. No one has to remember to run it.
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03
Fit, Maybe or No, with the why
Each person gets a verdict and a one-line reason you can read and argue with: the title matches, the company is too small, the region is out of scope.
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04
Tags you can act on
Tagging is routine work you can let it do alone. Filter by tag, build the next list from the Fits, and hand them to the Writer.
A verdict and a reason on every person
No black-box score. Every tag comes with a sentence a person can check, so your team trusts the sort and acts on it.
- FitReady for outreach. Hand them to the Writer or a campaign.
- MaybeWorth a human look. The reason says what is missing.
- NoKept out of your sequences, with why, so the call is easy to undo.
On your schedule, or the moment something happens
By default it runs when people are added to a list. It can also run when an import finishes, on a schedule, or whenever you click Run now.
- When you run it
- On a schedule
- When people are added to a listDefault
- When a labelled reply comes in
- When someone turns high intent
- When an import finishes
Up to two runs are active at a time in a workspace; others wait their turn. A run pauses at its step or credit limit until you continue it.
The Qualifier Agent uses the tools you already pay for
Tick the connected apps it may use. Reads run straight away; anything that changes data in another app waits for your yes.
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.
Put the Qualifier Agent to work
Real jobs, with the request, the steps and the result. Open one and copy it into your workspace.
New people on a listNever pitch an existing customer: check Stripe before outreachEvery 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.Qualifier Agent
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 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
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 Agent One agent per job, handing work to the next
Agents start each other through your lists and your inbox. Each one leaves a result you can check, and the launch waits for you.
- Research AgentSaves people who fit to a listOn your schedule
- Qualifier AgentTags Fit, Maybe or NoPeople added to a listYou are here
- Writer AgentWrites each first lineFit people reach its list
- Your campaignLinkedIn + email, stops on replyYou approve the launch
- Reply AgentDrafts the answer for youA labelled reply comes in
By hand, or with the Qualifier Agent
| The job | By hand | Qualifier Agent |
|---|---|---|
| Sorting 200 new sign-ups | Hours in a spreadsheet | Scored as they arrive |
| Consistency | Depends who is looking, and when | The same rules for every lead |
| Explaining a score | A number with no why | A one-line reason on every tag |
| Existing customers and open deals | Found after you message them | Checked in your CRM or billing app first |
| Remembering to do it | Someone has to | Starts when people land on a list |
Briefs that put the Qualifier Agent to work today
Copy one into Penny, or use it as the agent’s instructions. Plain words are all it needs.
Score everyone added to “Webinar sign-ups” against my ideal customer and tag them Fit, Maybe or No with a reason.
Re-check my “Q4 targets” list. Anyone who changed company or no longer fits goes to No, with why.
@Stripe before qualifying, leave out anyone at a company that already pays us.
@Close skip anyone with an open opportunity and tell me who they are.
Agents come with every Penny plan
Pick how much of the outbound day you want to hand over. AI work uses credits separately from the subscription, with a limit you set per run.
- 5 agents
- 5 connected apps
- Knowledge and skills
- Approvals and run limits
- 10 agents
- 10 connected apps
- Penny runs your outreach day
- Uses your own sending accounts
- 20 agents
- 25 connected apps
- Everything in Penny SDR
- One LinkedIn account and one mailbox included
What does the Qualifier look at?
Each person’s profile and company against the ideal customer you saved in Prosyo: titles, industries, size, regions, signals and deal-breakers. Tick a CRM, billing or support app and it can also check whether someone is already a customer or in an open deal.
When does it run?
By default whenever people are added to a list. You can also run it when an import finishes, on a schedule, or by hand.
Will it delete people tagged No?
No. It tags. Nobody is removed, and you can change a tag at any time.
Can I change the rules?
Yes. Edit your ideal customer or the agent’s instructions, and the next run uses the new rules. You can also attach the built-in skill Qualify against my ideal customer, or your own copy of it.
Can it update my CRM?
It can read a connected CRM straight away. Creating or changing records in another app waits as a card for your approval, unless you allowed that action for the agent.
How accurate is the scoring?
It is as sharp as the ideal customer you describe. Because every tag carries its reason, a wrong call is easy to spot in seconds, and adding one rule to your ideal customer fixes it for every future run.
Can I use my own scoring rules?
Yes. Write them in the agent’s instructions in plain words, for example “No agencies” or “Only companies hiring for sales”, or save them as a skill your other agents can reuse.
What happens to people tagged Fit?
Whatever you decide: filter by the tag, add the Fits to a list for the Writer, or enroll them in a campaign. Penny SDR also picks from eligible people in your workspace, so a sorted pool makes her daily batches better.
Can it re-score an old list?
Yes. Run it on any list whenever you like. It is a quick way to clean up an old import before you contact anyone on it.
What does it cost?
Agents come with the Penny plans. Each run uses AI credits, with a credit and step limit you set per run.
Your next 10 meetings are already on LinkedIn.
7 days free, no card. Pay later and change your mind? Full refund within 7 days.
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