Draft-only warm-channel filter

Score the buyer before asking for the intro.

This scorecard keeps Task Agents growth pointed at qualified demand: agency and freelancer buyers who have a live client decision, can use a finite research packet, and are willing to place a low-ticket paid starter order instead of asking for vague AI demos.

Score the referral

Qualified demand beats another unqualified send.

SignalScoreWhat counts
Live client/prospect deadline0–33 = audit, pitch, kickoff, content plan, or strategy call due inside 14 days. 0 = general curiosity.
Buyer already pays for research or client prep0–2Agency owner, account lead, freelancer, fractional CMO, or operator with budget authority gets 2.
Clear first report fit0–2Can name Website Roast, Review Mining, or TikTok Competitor Report as useful for a specific account.
Proof tolerance0–2Will judge a public sample/source-backed report before demanding custom free work.
Willingness to pay low-ticket0–1Accepts a $9–$19 paid starter as the test. If not, do not call it revenue signal.
Use the score

The exact next action by score.

7–10: revenue-qualified

Send one 1:1 manual ask with a single starter report link and the relevant sample. Goal: paid starter order or precise trust objection.

5–6: incomplete signal

Ask: “What client/prospect decision would this support in the next two weeks?” If they cannot answer, hold the intro.

0–4: no send

Record the reason: no deadline, wrong buyer, unclear report fit, wants SaaS, wants free custom work, or does not trust AI-research output.

Manual note template

Only after the score passes.

I have one narrow Task Agents test that may fit your client work: an $11–$19 source-backed research packet, not a SaaS demo. Based on what you said, the best starter is [Website Roast / Review Mining / TikTok Competitor Report] for [named client/prospect decision]. Sample: [relevant sample link] Starter: [starter order link] If you would not buy it, the useful reply is the exact reason: proof quality, turnaround, client-readiness, source trust, price, or confidentiality.