Empower your sales team with AI
prioritize leads through intelligent lead scoring, receive next-step recommendations, personalized emails, and conversion forecasts, all integrated with your CRM.
Benefits
Automated Lead Scoring
Eliminates manual review by using AI to assess lead quality based on provided data.
GPT-4 Analysis
Leverages OpenAI's advanced NLP to interpret lead details (e.g., company size, industry, needs) for accurate qualification.
Real-Time Spreadsheet
Updates Automatically flags qualified leads in Google Sheets, enabling quick segmentation.
Time Savings
Reduces hours spent on manual lead screening, allowing sales teams to focus on high-potential prospects.
Consistent Criteria
Applies uniform qualification standards across all leads to avoid human bias.
How It Works
Lead Data Retrieval
Pulls new lead entries from a designated Google Sheets tab.
GPT-4 Processing
Sends lead details (e.g., job title, company info, pain points) to OpenAI for analysis.
Qualification Logic
GPT-4 evaluates leads against predefined criteria (e.g., budget, authority, need, timeline).
Classification & Labeling
Labels each lead as Qualified or Not Qualified in the spreadsheet.
Priority Sorting
Optionally adds tags (e.g., "High Priority") based on additional filters (e.g., urgency, industry fit).
Use Cases
Sales Teams: Accelerates prospecting by instantly filtering viable leads.
Marketing Teams: Identifies high-intent leads for targeted campaigns.
Startups/SMBs: Streamlines limited-resource operations with AI-driven prioritization.
CRM Managers: Ensures clean, pre-qualified data flows into CRMs like Salesforce or HubSpot.
Integration and Customization
Google Sheets Integration
Directly reads/writes to sheets; compatible with any spreadsheet format.
OpenAI API
Customizable prompts to align with specific business qualification criteria.
Flexible Outputs
Adds columns for scores, notes, or follow-up recommendations.
CRM Sync
Can be extended to push qualified leads to CRMs via additional automation steps