AI lead qualification: score enquiries automatically
Claude scores every enquiry as hot, warm or cold. Only the hot ones interrupt you, with the reason and what to say next.
Set up in about ten minutes. 10 runs a month free, no card.
The problem
Every enquiry looks identical in an inbox. So you either chase all of them and lose your afternoon, or chase none of them and lose the one that was ready to sign.
How the automation handles it
Each enquiry is read by Claude against criteria you write in plain English. It returns a score, the budget or timeline mentioned, one sentence on why, and a suggested reply.
Cold and warm enquiries pass through quietly and stay in your run history, where you can review them in batches. Only hot ones reach your inbox, with the reasoning attached so you can act without rereading the original message.
Change what counts as hot by telling the assistant. "Treat anything mentioning a deadline this month as hot" is a one-line edit.
Who uses this
- Owner-operators who close deals personally
- High-ticket services where speed to lead decides the sale
- Teams drowning in enquiries of mixed quality
Set it up in three steps
- 1Connect your appsSign in to Flows and connect Email with one click each.
- 2Use the templateOpen the "AI reads each enquiry and flags the hot ones" template. The steps are pre-built; adjust names, channels or addresses in plain English.
- 3Test and turn onRun a test with sample data, check the result, then switch the workflow on. It runs on our servers from then on.
Frequently asked
- How accurate is the scoring?
- It applies your criteria consistently, which beats a tired human at 6pm. Review the reason field for a week and refine the instruction; that is where accuracy comes from.
- What happens to cold leads?
- The run stops quietly and is recorded. Nothing is lost, and you can review them whenever you like from the workflow's Runs tab.
- Can it text me instead of emailing?
- Yes. Set your number in Settings and ask the assistant to add an SMS step. SMS is included on Starter and above.
- Is my customer data used for AI training?
- No. Only the enquiry fields are sent, only for the length of the run, and they are not used for training.