Score inbound leads with Claude and route them by fit

Scores every new lead with AI, then automatically emails and alerts your team based on how good a fit they are.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"contact form submitted"]:::trig s0["score lead against ideal profile"]:::task s1[("log lead to spreadsheet")]:::store trig --> s0 gx{"× how good is the fit"}:::gate s0 --> gx p00["send slack alert and personalized email"]:::task gx -->|"hot lead"| p00 p10["send follow up email"]:::task gx -->|"warm lead"| p10 p20["send polite decline email"]:::task gx -->|"cold lead"| p20 jn{"○ log lead"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"automatic reply and logged lead record"/]:::out pay{{"faster follow up prioritized by fit"}}:::pay s1 --> out 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 stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationMessaging & NotificationsSpreadsheet & Database OpsSurvey & Feedback
Connects
ClaudeGmailSlackGoogle Sheets

The problem it solves

You want to respond quickly to every lead, but not every lead is worth the same effort, and treating them all identically wastes time on people who were never going to buy. By the time someone manually reviews and replies to each submission, your best prospects may have already gone quiet.

Who it fits

Sales teams and small business owners handling inbound contact form submissions.

How it works

  1. Someone fills out your contact form
  2. AI scores them 1 to 10 against your ideal customer profile
  3. Hot leads get a Slack alert and a personalized email reply
  4. Warm leads get a follow-up email, cold leads get a polite decline
  5. Every lead is logged to a spreadsheet with their score and reasoning
What you get

Leads that convert into paying customers

Every new lead gets scored and routed automatically, so your team always knows who to call first and how to respond.

What you get

An automatic reply to every lead, plus a running spreadsheet log of submissions and scores.

What you need

An Anthropic API key, a Gmail account, a Slack workspace, and a Google Sheets 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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