Score and route new leads automatically with AI, no manual triage

A form captures new leads, AI scores them hot, mid, or cold, then routes each one to the right follow-up automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"lead form submitted"]:::trig s0["receive lead form submission"]:::task s1["AI scores the lead"]:::svc trig --> s0 s0 --> s1 gx{"× how hot is the lead"}:::gate s1 --> gx p00["send calendar booking link"]:::task gx -->|"hot lead"| p00 p10["send personalized chat message"]:::task gx -->|"mid lead"| p10 p20["send nurture email"]:::task gx -->|"cold lead"| p20 p00 --> out p10 --> out p20 --> out out[/"lead routed to right follow up"/]:::out pay{{"faster consistent lead response"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Lead Generation & ProspectingEmail AutomationSurvey & Feedback
Connects
GmailGoogle Gemini

The problem it solves

Every new lead that comes in needs a different response depending on how ready they are to buy, but figuring that out and following up consistently takes time your sales team doesn't always have. Good leads go cold waiting for a reply, and low-priority leads eat up time that should go to your best prospects.

Who it fits

A sales team or business owner who wants to prioritize and follow up on new leads without manual triage.

How it works

  1. A prospect fills out a form with their budget, needs, timeline, and role
  2. AI scores the lead as hot, mid, or cold based on that information
  3. Hot leads are sent straight to your calendar booking link to schedule a call
  4. Mid leads get a personalized follow-up message ready to send over chat
  5. Cold leads receive a helpful, no-pressure follow-up email sent through Gmail
What you get

Leads sorted and ready for outreach

Every new lead gets scored hot, mid, or cold and routed to the right next step automatically.

What you get

Each new lead automatically routed to a calendar link, a chat message, or a nurture email based on their score.

What you need

A Google AI account and a Gmail account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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