Score leads from several channels in one sheet
Leads from forms, email and other channels flow into one workflow that scores them with a model and writes the score and reason to a shared spreadsheet.
Steps
- List your lead sources and connect them
- Write a short scoring rubric (1–10 with reasons)
- Review the sheet daily and adjust the rubric
Starter prompt
Score this lead from 1 to 10 for fit with a B2B bookkeeping service for small firms. Return JSON with score, one-sentence reason and suggested next step.
Guardrail: Store only the lead data you actually need.
Prompts are our own examples. Results from sources are as reported by their authors.