Sort 100 leads in seconds — and stop chasing tire-kickers.
Built with ChatGPT
Intermediate
Every new lead in your CRM gets a 1-10 score plus a one-line justification within minutes of submission. Sales calls the top 20% first.
The idea
Lead scoring used to be a spreadsheet with arbitrary points. AI does it better because it reads qualitative signals — what a lead writes about, who they work with, what they recently did — not just whether they ticked a box.
The win: sales spends time on the 20% of leads worth the time.
No surprises — here is every tool this training uses, including the MCP connectors, and what it actually costs per month.
| Tool | Monthly cost | What it's for |
|---|---|---|
Claude Pro or ChatGPT Plus |
$20/mo | Runs the scoring prompt |
Zapier / Make |
$20-50/mo | New CRM lead → score |
Typical spend: from $40/month — most owners start on the free tiers and upgrade only the one tool they use daily.
A one-time setup, done at your own pace. After that it runs in minutes a day.
What was different at the lead stage?
"Companies that buy from us are usually X size, Y industry, decision-maker is Z role, often have W recent trigger."
Enter your email to watch the video, open the slides and get all 7 steps plus the copy-paste prompts. One email unlocks every training in the Academy.
No spam. We'll occasionally email you new trainings and tools you can actually use. Unsubscribe anytime.
AI assistants can make mistakes — always review what they produce before it reaches a customer, a client or your books. WhiteBridge Academy trainings are educational; tool prices are estimates set by each vendor. Last reviewed May 2026.
More trainings for your industry and goals.
Build a clean, qualified list from public data — without paying for a bloated database.
ChatGPT
AI writes the personalized line — when you give it real context to work with.
Claude
AI does the homework. You walk into every call already knowing what to ask.
Claude