Score every new inquiry and route the best to a person

01Yield

What one run makes.

02Ingredients

What you bring.

• Access to your lead form, chat or inbox
• Your ideal customer profile, in a few plain lines
• The source and tracking tag on each lead
• 5 past leads who deposited or bought, and 5 who did not
• A named person who contacts the best leads, and how fast

03Equipment

What the run uses.

• An AI model with your profile loaded
• Your lead form, chat widget or shared inbox
• Your CRM or a shared sheet
• Your follow-up sequence

04Method

Seven steps you can follow yourself.

1. 1
   Describe the leads you want

   Write your ideal customer profile in a few plain lines. The agent scores every lead against it. Name the person who contacts the best leads, and how fast they must reply.

   • Say who signs up and stays, and what they usually ask first. Say who you cannot serve, such as traders in a country you do not accept.
   • If your inquiries come from firms, such as would-be partners or sponsors, describe the firms you want instead.
2. 2
   Collect the details of each lead

   When a lead arrives, the agent collects what is known about it. If a detail it needs is missing, it names the gap instead of guessing.

   • It looks for the name or handle, the source and tracking tag, and the time of the inquiry. It also notes what they asked, their company if any, their language and any friction they mention.
3. 3
   Score each lead and give a reason

   The agent scores each lead from 1 to 5, using only the details it collected. It writes the score and a one-line reason next to the lead in your CRM or sheet.

   • Intent counts most, then recency, then fit with your profile.
   • Intent is what they did or asked. An opened email or a page view with nothing else does not count as intent.
   • For recency, the first hour counts most when the time is known.
4. 4
   Route each lead by its score

   The agent gives each lead a next step based on its score. It sends nothing itself.

   • The top scores are marked contact now and go to a person at once.
   • The middle scores go to your follow-up sequence.
   • A poor fit gets a polite reply with a useful resource, or no action.
5. 5
   Test it on past leads

   Before you switch the agent on, score past leads with it. Use the last 5 who went on to deposit or buy, and 5 who did not. Those who deposited or bought should get the top scores and be marked contact now.

   • If they do not, change the profile or the prompt and test again.
6. 6
   Contact the best leads

   The person you named contacts every lead marked contact now, within the time you set. A person approves every reply before it goes out.

   • Check that no reply invents a discount, a bonus, an account state or a promise.
7. 7
   Check the no-action leads weekly

   Each week, read a sample of the leads marked no action. Add any good lead marked as a poor fit to the prompt as an example. Include the reason it should have scored higher.

05Ways to run it

Follow the method yourself today, or book a call.

Yourself

Free stepsFollow the seven steps above with your own tools.

One click

Not built yetAsk for it on a call. What owners ask for gets built and tested next.

On a call

Open nowBook a call and I reply by email to set a time.