Score and route new leads automatically with AI and LinkedIn data

AI researches, scores, and routes every new lead so your sales team focuses only on the hottest prospects.

How the work actually flows

It branches. Any that apply are taken.

Pattern: Multi-Choice (6)

flowchart TD trig>"lead submits form"]:::trig s0["look up company on linkedin"]:::svc s1["score lead and identify decision maker"]:::svc trig --> s0 s0 --> s1 gx{"○ does lead qualify as hot"}:::gate s1 --> gx p00["log to sheets and crm"]:::task gx -->|"every lead"| p00 p10["alert sales team"]:::task gx -->|"hot lead"| p10 p11["send personalized email"]:::task p10 --> p11 p00 --> out p11 --> out out[/"lead scored and routed"/]:::out pay{{"sales team focuses on hot leads"}}:::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 itAn outside serviceAny that applyResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineLead Generation & ProspectingEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook IntegrationSurvey & Feedback
Connects
OpenAILinkedInHubSpotSlackGoogle SheetsGmail

The problem it solves

Your sales team wastes time chasing leads that were never going to buy, while genuinely hot prospects sit in the queue and go cold. Manually researching every new lead before deciding how to handle it doesn't scale.

Who it fits

Sales and marketing teams who need to prioritize inbound leads without manual research.

How it works

  1. A lead submits your form
  2. The system looks up the company's LinkedIn profile
  3. AI scores the lead and identifies the likely decision maker
  4. Hot leads trigger an instant Slack alert and a personalized email
  5. Every lead is logged in Google Sheets and added to your CRM
What you get

Hot leads flagged before they go cold

Your sales team gets an instant alert and personalized outreach the moment a promising lead comes through your form.

What you get

A scored and enriched lead record, an instant team alert for hot leads, and a personalized outreach email.

What you need

An OpenAI API key, a HubSpot account, a Slack workspace, and a Google 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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