Score and prioritize your inbound leads automatically

Reviews new leads and rates them high, medium, or low so your team knows who to call first.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"lead submitted through form"]:::trig s0["review lead details"]:::task s1["score lead priority"]:::task s2[("update lead tracker")]:::store trig --> s0 s0 --> s1 s1 --> s2 out[/"lead tracker updated with priority"/]:::out pay{{"team calls hottest leads first"}}:::pay s2 --> 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 sheetResultPayoff
Build size
Starter

A small build with a couple of connected tools.

Business functions
General Automation
Connects
Google Sheets

The problem it solves

New leads come in and it is not obvious which ones are ready to buy and which are just browsing. Your team wastes time chasing cold leads while a hot prospect sits in the queue waiting for a callback.

Who it fits

A sales team handling a steady stream of inbound leads from a form or intake process.

How it works

  1. A new lead is submitted through your intake form
  2. The system reviews the details for urgency, budget, and readiness to decide
  3. Each lead is scored as high, medium, or low priority
  4. The score and notes are written back to your lead tracking sheet
What you get

Leads flagged as your hottest priority

You get every inbound lead sorted by priority so your team always knows exactly who to call first.

What you get

An updated lead tracker showing which prospects to call first and which to follow up on later.

What you need

A form or CRM that captures leads and a spreadsheet or tracker to hold the results.

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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