Score a lead from the message they sent
Paste an inquiry and your real criteria. Claude returns a fit note you can drop into your CRM after you correct it.
Business and salesMediumAdded Oct 15, 2026
A few tools, or a draft you must review with care.
What you should have at the end
A fit note and three questions, pasted into the CRM by you.
Tools
- ClaudeOfficial site
How to do it
- 01
Write the criteria first
Budget floor, location, a service you do not offer, and what a good lead looks like.
- 02
Paste the inquiry without contact details
Remove the email and phone before the paste.
- 03
Ask for a note, not a score out of 100
Ask which criterion matched, which fact is missing, and three questions. Tell it to quote your criteria.
- 04
Paste the note into the CRM yourself
Correct it first. Nothing writes to the CRM for you.
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