Score inbound leads automatically using real website data

Submit a company name and the system researches its website, then scores and logs the lead for your sales team.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"lead submitted via form"]:::trig s0["fetch company homepage content"]:::svc s1["extract tech stack and company size"]:::task s2["score lead against criteria"]:::task s3[("log graded lead with next action")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"graded lead record logged"/]:::out pay{{"faster consistent lead qualification"}}:::pay s3 --> 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 stepAn outside serviceA record or sheetResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsSpreadsheet & Database Ops
Connects
TallyOpenAIGoogle Sheets

The problem it solves

Every inbound lead needs research before sales can decide if it's worth pursuing, but manually checking each company's website, tech stack, and size takes time your team doesn't have. Good leads sit in the queue while someone gets around to looking them up.

Who it fits

Marketing or sales teams who qualify B2B inbound leads.

How it works

  1. A team member submits a company name, LinkedIn URL, and website through a form
  2. The system fetches the company's actual homepage content
  3. AI reads the page and extracts tech stack, industry, and company size signals
  4. Another AI step scores the lead against your chosen criteria and assigns a grade
  5. The scored lead, with a recommended next action, is logged to Google Sheets
What you get

Leads that arrive already ranked for your team

Every inbound lead arrives already researched and scored, so your sales team always knows which companies to call first.

What you get

A graded, enriched lead record in Google Sheets with a recommended next action for sales.

What you need

A Tally account, an OpenAI account, and a Google account with Sheets access.

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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