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Automation system

AI Lead Scoring

Qualify every inbound lead automatically and route the good ones straight to your team.

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Skip the demo and read every step

Who it is for
Sales teams and owners who get enquiries through a website and cannot tell the serious ones from the rest until they have called them all.
The problem
Sales time lost on poor-fit leads, slow follow-up and hand-typed CRM updates.
What you get
Every enquiry checked against your own rules, good ones sent straight to sales, and your customer records updated with no typing.
Simulated run, sample data
Ready

This step

Form submitted

Someone fills in a form on your website. It asks what you need to know, such as their budget and timeline.

Run log

OutputSimulated, sample data

The workflow, explained

Every step in plain words

The demo above runs through these same stages. Here is what starts the workflow, what happens at each step, who or what does it, and what you get from it.

  1. What starts it

    Form submitted

    What sets it off

    Someone fills in a form on your website. It asks what you need to know, such as their budget and timeline.

    Who does it

    The visitor. The moment they press send, the system starts.

    What you get

    Every enquiry enters the same way with the same details, so none sit unread in an inbox.

  2. Step 1

    Capture

    What happens

    The form answers are collected in one place, using questions we set up around how you qualify a customer.

    Who does it

    A custom intake form connected to n8n, the tool that links your systems.

    What you get

    You get the facts you need up front. Without them, your first call is spent asking basic questions.

  3. Step 2

    Filter

    What happens

    AI compares the answers with your rules. For example, a set budget and a start date this month counts as a good fit. No budget and no timeline does not.

    Who does it

    AI following rules you decide, and can change as you grow.

    What you get

    The same fair check on every lead. Without it, the loudest enquiry gets attention, not the best one.

  4. Step 3

    Route

    What happens

    A good-fit lead goes straight to sales and your team is notified. A poor fit does not interrupt anyone and is saved for later.

    Who does it

    The n8n workflow sends it. Your salesperson picks it up.

    What you get

    Fast follow-up on the leads worth having, and fewer calls with people who were never going to buy.

  5. Step 4

    Sync

    What happens

    The full lead profile is written into your CRM, the software that holds your customer records, such as HubSpot, Pipedrive, Salesforce, Zoho or Notion.

    Who does it

    The workflow, with no manual entry.

    What you get

    Clean records without the hand-typing. Without this, details get lost between the form and the CRM.

  6. What you end up with

    CRM record

    What lands with you

    You have one complete record for each lead, showing fit, timeline, owner and the next action.

    Who does it

    The system writes it. Your sales team works from it.

    What you get

    You can open your CRM and see who to call today and who to come back to later.

Sample runs

Two examples, start to finish

These are the same two runs as the demo above. The names and details are made up to show how the workflow behaves.

Good-fit lead

Illustrative simulation, not live data

Starts with form: budget set / timeline: this month

  1. Budget and timeline captured
  2. Matches your qualification rules
  3. Routed to sales, team notified
  4. Full profile written to the CRM

Result

Jordan Reyes

Northside Fitness (sample)

Hot lead
Fit
Qualified
Timeline
This month
Owner
Sales
Next
Call today

Poor-fit lead

Illustrative simulation, not live data

Starts with form: no budget / timeline: unsure

  1. Budget and timeline captured
  2. Does not match your rules yet
  3. Sales not interrupted
  4. Profile saved for later

Result

Sam Whitfield

Corner Crafts (sample)

Saved for later
Fit
Not yet
Timeline
Unsure
Owner
Unassigned
Next
Nurture

What you get

  • Custom intake formsForms that ask the questions your sales team needs answered.
  • Your qualification rules, editable as you growYou decide what a good lead looks like, and can change it later.
  • Automatic routingLeads go to the right place without anyone sorting them.
  • CRM syncYour customer records stay up to date on their own.
  • Team notificationsYour team hears about a good lead as soon as it arrives.

Built with

n8n
Links the form, the rules and your CRM.
Notion
Can hold your lead records if you do not use a CRM.
HubSpot
A CRM we can write leads into.
Pipedrive
A sales CRM we can write leads into.
Salesforce
A larger CRM we can write leads into.
Zoho
A CRM suite we can write leads into.

Exact tools depend on what you already use.

FAQ

Common questions

What is AI Lead Scoring?

Qualify every inbound lead automatically and route the good ones straight to your team.

What problem does AI Lead Scoring solve?

Sales time lost on poor-fit leads, slow follow-up and hand-typed CRM updates.

Can we change the rules later?

Yes. The qualification rules are yours, and they stay editable as you grow.

What happens to poor-fit leads?

They do not interrupt sales. The profile is saved so you can come back to it.

Do we need to replace our current tools?

Usually not. We connect to the tools you already use, and scope any changes with you first.

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Put AI Lead Scoring to work

Answer a few questions and send them to us. We will tell you what we would build, and what you do not need.

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