Lead triage

Score and categorize inbound leads so you call the hottest prospects first and never lose a ready-to-buy customer.

How to run this workflow

Collect leads in one place

Route every inbound lead (web form, email, DM, call-back request) into a single inbox or sheet Claude can read.

Define your scoring criteria

Tell Claude what makes a hot lead for you: budget, timeline, decision-maker, fit with your service. Claude turns it into a scoring rubric.

Auto-score every new lead

Claude reads each lead's details, scores it 1-100, and labels it Hot / Warm / Cold based on your rubric.

Categorize by next action

Claude tags each lead with the right next step: call today, nurture sequence, follow-up next week, or disqualify.

Build the daily call list

Each morning Claude produces a prioritized call list with the lead's name, score, and a one-line opener tailored to their request.

Log outcomes and re-score

After each call, log the outcome. Claude updates the score and moves the lead forward, back to nurture, or to closed-won.

Call Hot leads within 1 hour of arrival: conversion rates drop sharply after that window.
Disqualify ruthlessly early: chasing bad leads costs you the good ones.
Review your scoring rubric monthly and adjust weights based on which leads actually closed.
Keep a short 'lost reason' field on every closed-lost lead so patterns surface over time.