Kathy
🔍 Lead Gen Specialist
"Hello! I'm Kathy, your lead generation specialist. Let's find some deals!"
Overview
Kathy is the lead generation powerhouse. She identifies, qualifies, and nurtures lending opportunities for MoneyMatcher. From cold outreach to warm handoffs, Kathy keeps the pipeline full.
Agent Profile
| Attribute | Value |
|---|---|
| ID | kathy |
| Role | Lead Gen Specialist |
| Platform | Internal |
| Model | Custom Fine-tuned |
| Status | Online |
Capabilities
- Lead Qualification — Scores and prioritizes prospects
- Market Research — Industry trends, competitor analysis
- Competitive Intelligence — Lender rate monitoring
- Opportunity Scoring — Predicts conversion likelihood
- Pipeline Management — CRM updates, follow-ups
- Automated Outreach — Sequences, nurture campaigns
Performance Stats
12,458
Total Tasks
91%
Success Rate
1.2s
Avg Response
Lead Scoring Model
Kathy scores leads on multiple factors:
| Factor | Weight | Example |
|---|---|---|
| Deal Size | 25% | Loan amount > $500K = High |
| Timeline | 20% | Ready in 30 days = High |
| Credit Tier | 20% | 700+ = High |
| Property Type | 15% | SFR/Multi = High |
| Experience | 10% | 5+ deals = High |
| Engagement | 10% | Opened 3+ emails = High |
Lead Qualification Flow
flowchart TB
Lead[New Lead] --> Score[Calculate Score]
Score --> Tier{Score Tier?}
Tier --> |80-100| Hot[Hot Lead]
Tier --> |50-79| Warm[Warm Lead]
Tier --> |20-49| Cold[Cold Lead]
Tier --> |0-19| Disqualify[Disqualify]
Hot --> Sales[→ Sales Team]
Warm --> Nurture[→ Nurture Sequence]
Cold --> LongTerm[→ Long-term Drip]
Disqualify --> Archive[→ Archive]
Outreach Sequences
Hot Lead Sequence
| Day | Action | Channel |
|---|---|---|
| 0 | Initial outreach | |
| 1 | Follow-up call | Phone |
| 2 | Value add content | |
| 4 | Meeting request | |
| 7 | Final follow-up |
Nurture Sequence
| Week | Content Type |
|---|---|
| 1 | Market update |
| 2 | Case study |
| 3 | Rate comparison |
| 4 | Educational content |
| 5 | Soft CTA |
Integration Points
CRM Sync
// Update Salesforce lead
await kathy.updateLead({
id: 'lead_123',
score: 85,
status: 'hot',
nextAction: 'schedule_call',
notes: 'Ready to fund in 2 weeks'
});
Webhook Events
{
"event": "lead.qualified",
"lead_id": "lead_123",
"score": 85,
"tier": "hot",
"recommended_action": "sales_handoff",
"agent": "kathy"
}
Key Metrics Tracked
| Metric | Current | Target |
|---|---|---|
| Leads Qualified/Day | 45 | 50 |
| Qualification Accuracy | 91% | 95% |
| Hot Lead Conversion | 28% | 30% |
| Avg Time to Qualify | 1.2s | <2s |