Lead Qualification

Lead Qualification evaluates lists of prospects against your specific criteria. Paste a list of company names—from a conference attendee list, a government database, or your CRM export—and NewBizBot researches each one to determine whether it meets your requirements. You receive a clear "qualified" or "not qualified" verdict for each entity, with specific reasoning and source citations.

The system applies your criteria consistently across every entity in the list. Rather than manually researching each company to check revenue, employee count, ownership structure, and location, you define the criteria once and let the AI evaluate all entities simultaneously. Each verdict comes with specific reasoning—not just "qualified" but exactly why, with links to the sources that informed the decision.

When to Use Lead Qualification

Lead Qualification is the middle step in a research workflow. After you've discovered prospect sources with List Identification, use Lead Qualification to filter those lists down to your highest-potential targets. The qualified prospects then become candidates for deep-dive research with Prospect Research.

You might receive a list of 500 companies from a trade show exhibitor directory, a government contractor database, or a professional association roster. Manually researching even basic qualification criteria for that many entities would take days. Lead Qualification evaluates the entire list in minutes, letting you focus your time on the 50 companies that actually meet your criteria.

Example Input

Paste company names to evaluate against your qualification criteria:

ALPHA LANDSCAPES, LLC
TALENT HUMAN RESOURCES INC
UMINA BROS., INC.
8020 CONSULTING, LLC
VISTA INVESTMENTS, LLC
TOMATOES EXTRAORDINAIRE INC
CAINE & WEINER CO INC
WILWOOD ENGINEERING
FORCE FRAMING, INC.
THE LIBERTY COMPANY INSURANCE BROKERS, INC.
AMTEC HUMAN CAPITAL, INC.
HOMEDELIVERYLINK INC
J. HARRIS INDUSTRIAL WATER TREATMENT, INC.
POWERSTONE PROPERTY MANAGEMENT, INC.
BEST-VIP CHAUFFEURED WORLDWIDE CORP.
FENCE FACTORY, A CALIFORNIA CORPORATION
SYLVESTER ROOFING COMPANY, INC.
SHARMA GENERAL ENGINEERING CONTRACTORS, INC.
GENSKE, MULDER & COMPANY, LLP
LENDSURE MORTGAGE CORP

Traditional vs. NewBizBot

Qualifying a list of prospects traditionally means hours of manual searching across LinkedIn, company websites, and databases for each business—compiling revenue, ownership, employee counts, and locations one entity at a time. The work is tedious and inconsistent; by the twentieth company, you're cutting corners compared to the first.

With NewBizBot, you paste your list and receive qualification results in 30-60 seconds. The system runs 40+ searches in parallel, cross-references data from multiple sources, and applies your criteria consistently across all entities. The hundredth company gets the same rigorous evaluation as the first. For more on how the research agent works, see The Research Process.

Prompt Configuration

See how your research results will actually appear in the NewBizBot interface:

The Outcome

In 30-60 seconds, you receive a qualification report with clear verdicts for every entity. The example above evaluates 20 companies against wealth management criteria (revenue thresholds, employee count, geographic coverage, and appropriate ownership structure) and returns qualified prospects and disqualified companies, each with specific reasoning and source citations. You can immediately focus outreach on the companies that meet your criteria.

The value extends beyond simple filtering. Each verdict comes with supporting evidence—the specific revenue figure found, the ownership structure identified, the location confirmed—so you can quickly verify the assessment or dig deeper on borderline cases. The system flags when sources conflict or when data is uncertain, letting you make informed decisions rather than blindly trusting automated outputs.

Who Benefits

Wealth managers and private bankers turn prospect lists from events, referrals, or databases into prioritized action plans. Instead of guessing which companies might have owners with substantial liquidity events, they get data-driven assessments of revenue, ownership structure, and growth trajectory for each entity.

Private equity professionals evaluate acquisition candidates from broker lists or deal flow more efficiently. Before committing resources to initial calls and NDAs, they filter targets based on investment thesis criteria—ownership structure, revenue scale, geographic fit—across entire lists simultaneously.

Investment banking teams prioritize deal targets for sector coverage or RFPs. When building lists for pitch preparation or sector screening, they get qualification assessments on financial profile, ownership, and strategic positioning that would otherwise require hours of individual research.

Business development leaders filter inbound leads and conference attendees systematically. Rather than manually researching each badge scan from a trade show, they get clear qualified/unqualified assessments based on their specific criteria.

What You'll Receive

Each qualification report delivers clear verdicts with supporting evidence. Every prospect receives a "qualified" or "not qualified" classification alongside the specific reasoning—revenue figures, employee counts, ownership details, location confirmation—that led to the assessment. Source citations accompany each data point, letting you click through to verify anything important before acting on it.

The comparative view across your entire list reveals patterns you might miss evaluating companies individually. You can identify clusters of qualified prospects in specific industries, spot common disqualification reasons, and benchmark opportunities against each other. This systematic approach replaces the inconsistent gut-feel assessments that happen when you're manually researching the twentieth company on a list.

Related Use Cases

Lead Qualification is the middle step in the NewBizBot workflow funnel. Before qualifying prospects, you typically want to identify where your targets appear using List Identification. After qualification, your highest-priority prospects become candidates for deep-dive research with Prospect Research. This three-step workflow—discover sources, qualify prospects, research winners—creates a systematic pipeline from raw lists to meeting-ready intelligence.

For larger-scale qualification workflows, see Grid Workspace which provides a spreadsheet-like interface for batch processing hundreds of entities. For more on how the research agent evaluates entities, see The Research Process.