Setup time
30 min
One-time framework setup
Time saved
3–5 hrs
/wk on lead triage and prioritisation
Tools
Claude + CRM
Works with any CRM or spreadsheet
Difficulty
Intermediate
Requires basic sales process knowledge
Cost · AIM Pro
R299
approx. €16
Once-off to unlock
What this workflow does
Takes raw lead information — name, company, source, conversation notes, firmographics — and runs it through a consistent AI-powered scoring framework. Each lead comes back with a score, a priority tier, a reasoning summary, and a recommended next action. You spend less time guessing and more time closing.
Who it's for
- Sales consultants managing 10+ inbound leads per week
- Founders doing their own business development
- Operations leads building a repeatable sales process
- Small teams without a dedicated CRM analyst
Input
Lead Information
Raw lead data — contact, company, source, notes
Under 10 minutes per batch of leads
Output
Scored Lead List
Priority tier, score, rationale, and next action per lead
What you'll need
Claude (preferred)ChatGPTGeminiNotion / Sheets
What good looks like
Scored Lead List
Example output
- Every lead has a score from 1–10 with a written rationale
- Each lead is assigned a priority tier: Hot, Warm, or Cold
- A clear next action is specified per lead (call, nurture, disqualify)
- High-scoring leads are surfaced at the top of the list
- Scoring criteria are documented and reusable across batches