Know which leads deserve your week
Every enquiry arrives researched and briefed, scored out of 100 with the reasons shown, and with a drafted next step waiting for someone to check. Anything that isn’t a sales enquiry is set aside. Upload a call and the same analysis runs on what was said.
This is lead qualification and lead scoring, done with AI against a rubric you set, not a black-box prediction. Read the guide.
“Three dates for the portal workshop”
Why now: the workshop was agreed on the call, but nothing is in the diary.
What Sales takes off your plate
The right leads first
Every enquiry scored out of 100 against your own rubric, red, amber or green, with the reason for each factor.
Homework done before the call
Company and contact research and a briefing of what they want, ready the moment the lead arrives.
Every call sharpens the picture
Upload a recording and the analysis updates the score and the briefing, and drafts what to send next.
Noise set aside
Job applicants, suppliers and spam are set aside automatically, and can always be restored.
An enquiry arrives. The homework is already done.
Research, scoring and the first draft happen as the lead comes in, so the first reply is fast and informed.
- As it arrives Researched and briefed
From a form, an import, Facebook Lead Ads, your CRM or an AI phone agent. Company, contact and the history so far, in a short summary.
- Straight after Scored, with its reasons
A triage score out of 100 against the criteria your team defined, written back to your CRM. Non-sales enquiries are set aside.
- Before you reply The next step is drafted
A follow-up waits for a person to send, edit or dismiss. Nothing goes out on its own.
- After the call The call feeds the score
Upload the recording or paste a transcript. The analysis updates the score and the briefing, and drafts what to send next.
Forecast from what’s secured, not just what might close
A pipeline total is a guess. OpsUPLOOP runs a Monte Carlo forecast: it simulates your open deals many times over, each by its chance of closing and when, and shows the range of outcomes. The billing already planned on won work sits alongside it, so the forecast starts from revenue you have secured.
- A range, not one number: likely, cautious and optimistic
- Secured revenue from planned billing, alongside the simulated pipeline
- Scenarios, such as a large deal slipping a quarter, and dated snapshots to compare
Forecasts can be wildly wrong. They are only as good as the data going in and the assumptions behind them, so treat the range as a guide for decisions, not a promise.
Good leads wait while someone does the homework
An enquiry comes in. Somebody has to look up the company, work out whether there is budget and authority, remember what was said on the last call and decide what to send. In a busy week that homework slips, and the reply goes out late or not at all.
Without Sales
- Looking up each company by hand
- Deciding who to call first on gut feel
- Call notes that never reach the CRM
- Replies that go out late, or not at all
With OpsUPLOOP Sales
- A briefing on every enquiry, with the history so far
- A score out of 100 against your rubric, with its reasons
- Call analysis that updates the score and the briefing
- A drafted follow-up waiting for a person to send
OpsUPLOOP Sales, part by part
A briefing on every enquiry
Research starts the moment a lead arrives, from a form, an import, Facebook Lead Ads or your CRM.
- Company and contact research, with the history so far
- A short summary at the top, and the full report by email and PDF
- Summaries that stay current as the record changes
Scores against your rubric
A triage score out of 100, against criteria your team defines.
- Your factors, how much each one counts, and what good looks like for your business
- A red, amber or green band, with the reason for each factor, written back to your CRM
- A weighted deal qualification questionnaire, in stages you define, that your team completes as a deal moves, with its history
Call analysis
Upload a recording or paste a transcript, and get the reports you have set up.
- Speaker-labelled transcription of the recording
- Up to five report types per call, such as a full call review or a prospecting elevator pitch, each scored against a rubric you set
- On a lead, the analysis updates the score and the briefing, and drafts the follow-up
- For opportunities and internal meetings too, where it produces the reports
Next steps and the pipeline
The follow-up drafted, the noise set aside, and the pipeline in view.
- Drafted follow-ups, from qualification to meeting requests, for a person to send
- Job applicants, suppliers and spam set aside automatically, and reversibly
- A probabilistic (Monte Carlo) revenue forecast, with scenarios and dated snapshots
- Website visitors matched to leads, and qualified leads sent back to Google Ads as conversions, if you use them
OpsUPLOOP scores against your criteria; it does not decide them. Need help defining what good looks like, or training for the team? Our recommended sales training partner →
Waits for a person
- Every drafted email is sent, edited or dismissed by a person
- Set-aside enquiries are recorded and can be restored
- Scores show their reasons, so anyone can challenge them
Runs on its own, within your rules
- Research, briefing and scoring run as leads arrive
- Summaries refresh as records change
- Conversions sync to Google Ads every few minutes, if connected
What it needs
Your own criteria: the triage rubric, the qualification questionnaire and your call report types, defined by your team during setup. A CRM connection (Insightly today), or OpsUPLOOP holding your leads directly. Call analysis works from recordings or transcripts you upload; there is no phone-system integration that records calls.
Start with Sales. Add the rest when it helps.
OpsUPLOOP Sales works on its own, on your own instance. The other modules share its records, so each one you add builds on what is already there.
- A campaign agent that builds the target list
- Letters drafted, reviewed, then posted
- LinkedIn follow-up and outcomes
- Lead briefings and scores with reasons
- Call analysis that feeds the score
- Drafted follow-ups and a clear pipeline
- Planned billables with owners and health checks
- Invoices raised through your accounting system
- Chasing with paid-status checks
- Customer records, commitments and feedback
- Ownership map, objectives and 90-day plans
- Check-ins that show drift early
Start with any one module. The others use the same records when you add them.
The accounts you write to and the leads that arrive sit in the same records.
A won deal becomes planned billing, so the forecast counts secured revenue as well as the pipeline. Larger firms call this join revenue operations.
Ask Claude or ChatGPT which leads need a reply today, and read the call reports from your assistant.
Sales as it comes, or extended to fit
Everything above is in the product today, and you’ll see it working in the demo. If your firm works differently, Sales can be configured to your rules, or extended by Scorchsoft with the steps, screens or connections it doesn’t have, on the same records and permissions as the rest of OpsUPLOOP.
- As it comes
The modules you need, on your own instance
- Connected and configured
Joined to your systems, set to your rules
- Made to measure
Extended for you, hosted by us or by you
Asked about OpsUPLOOP Sales
Is the lead score a prediction?
No. It is a triage score against a rubric your business sets: the factors, how much each counts and what good looks like. AI scores each factor from the research and the conversation, and shows its reasons, so the score is easy to read and to challenge.
Who decides what good looks like?
You do. The triage rubric, the deal qualification questionnaire and the rubrics your call reports score against are defined by your team and set up in your own instance. If you would like help defining your sales process, we can recommend our sales training partner.
Does it send emails on its own?
No. Follow-ups are drafted for a person to send, edit or dismiss.
Where do call recordings come from?
You upload them, or paste a transcript. OpsUPLOOP does not record calls through your phone system.
Can we change what the analysis looks for?
Yes. Report types are set up for your business: what each one looks for and scores against, who receives it, and whether it scores the lead or drafts a follow-up. A full call review and a prospecting elevator pitch are two examples.
See a lead briefed, scored and followed up
Bring the kind of enquiry you get. We’ll show you the briefing, the score and its reasons, and the drafted next step, on demo data shaped like yours.
30 minutes, with the people who build it. No slides.