Inbound lead qualification

Score the leads from your contact or demo form so sales calls the right ones first.

Run this on your file Download the template CSV

Before you run it: Replace the customer profile in the fit question with your own. You can edit every question in the runner.

Columns to upload

Name the columns in your CSV like this. Extra columns are fine: every column of the row is sent with the questions.

Column	What it holds
`name`	Lead name
`title`	Job title
`company`	Company
`company_size`	Employees, as entered on the form
`message`	What they wrote in the form

Questions

Each question adds a column to your file. The answer is one of the listed values, or Unsure when the model's confidence is below the cutoff: 70% for pick-one and scale questions, 80% for yes or no.

New column	Question	Possible answers
`request`Pick one	What is the lead asking for?	demo A demo, call or trial pricing Prices or a quote support Help with an existing account partnership A partnership, reseller or agency deal job A job or internship spam Selling something to us, or not a real request
`seniority`Pick one	How senior is the lead's job title?	individual Individual contributor, specialist, associate manager Manager or team lead director Director or head of a function executive VP, C-level, founder or owner
`fit`Scale	How well does the lead fit a customer profile of restaurants and wine shops with 5 to 200 employees?	poor fit possible fit strong fit Lowest to highest
`timeline`Yes or no	Does the message give a date or time frame for buying?	yes It gives a date or time frame no It gives no date or time frame

Example row

Column	Value
`name`	Dana Ruiz
`title`	Owner
`company`	Corkline Bistro
`company_size`	25
`message`	We're changing our by-the-glass list in March and want pricing for 20 cases a month.

Answers from a test run on this row

Column	Answer	Confidence
`request`	pricing	100%
`seniority`	executive	100%
`fit`	strong fit	100%
`timeline`	yes	95%

More sales use cases

Use case	What it does	New columns
Job title normalization	Turn the free-text job titles in a CRM or event list into department and seniority fields you can filter on.	`department` `seniority` `decision_maker`
Cold email replies	Sort replies to an outbound sequence so interested prospects and referrals get a follow-up the same day.	`reply_type` `referral` `date_given`
Deal notes risk review	Read the notes on open deals and flag the ones at risk before the forecast call.	`risk` `objection` `next_step` `competitor_named`
Company list segmentation	Segment a list of prospect companies by business model and industry from their descriptions.	`business_model` `sells_to_businesses` `sells_alcohol`
Lost deal reasons	Code the notes on lost deals into loss reasons and find the ones worth another try.	`reason` `win_back` `competitor_named`