Capture, score, and follow up on leads while filtering out fraud

Validates every new lead, scores it for quality, alerts your team on hot ones, and follows up automatically if they go quiet.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"lead form submitted"]:::trig s0["verify email and check fraud"]:::svc s1[("score lead and log it")]:::store s2(("alert sales team")):::human s3["follow up after 24 hours"]:::task s4[("compile weekly report")]:::store trig --> s0 s0 --> s1 s2 --> s3 s3 --> s4 gx{"× does lead score high"}:::gate s1 --> gx p00["alert sales in slack"]:::task gx -->|"high scoring lead"| p00 p01["send welcome email"]:::task p00 --> p01 p10["log only no alert"]:::task gx -->|"low scoring lead"| p10 p01 --> s2 p10 --> s2 out[/"scored fraud checked lead log"/]:::out pay{{"faster follow up on hot leads"}}:::pay s4 --> 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 personA record or sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineLead Generation & ProspectingEmail AutomationMessaging & NotificationsSpreadsheet & Database Ops
Connects
SlackGmailGoogle Sheets

The problem it solves

Not every lead that comes through your form is worth chasing, and some are outright fake, but figuring out which ones matter takes time your sales team doesn't have. High-value leads can sit unactioned for hours while your team works through the noise. Good leads that don't get an immediate follow-up often go cold before anyone reaches them.

Who it fits

Ad agencies, B2B sales teams, and marketing teams who need clean, scored leads and fast follow-up.

How it works

  1. Triggers when someone submits a lead form
  2. Verifies the email and checks the IP address for signs of fraud
  3. Scores the lead's quality and logs it in Google Sheets
  4. Alerts your sales team in Slack when a lead scores high, and sends a welcome email
  5. Follows up automatically after 24 hours if the email goes unopened, and compiles a weekly report for your sales lead
What you get

Hot leads flagged for your team the moment they arrive

Every new lead is checked for fraud, scored for quality, and your sales team gets a Slack alert the moment a hot one comes in.

What you get

A scored, fraud-checked lead log in Google Sheets, real-time Slack alerts on hot leads, and a weekly performance report.

What you need

A self-hosted setup for the email verification tool, plus Slack, Gmail, and Google Sheets accounts.

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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