Guides › Sales & Leads
Know which leads to call first
Score every lead in your spreadsheet against your own simple criteria, with a short reason, so you spend time on the people most likely to buy.
When to use it
Weekly, or when new leads pile up
Step by step
Write down what a great lead looks like
List 4 to 6 signs of a good fit, like budget size, location, how they found you and how soon they need help. Note one or two deal-breakers too.
Copy your unscored leads
Copy the lead rows from your sheet, including any notes or form answers. Leave out personal phone numbers and emails, as the AI doesn't need them.
Ask AI to score them
Paste the rows and your criteria into your AI assistant.
Prompt to copyScore these sales leads from 1 to 10 using my criteria. Good signs: [list]. Deal-breakers: [list]. Leads: [paste rows with an ID for each]. Return a table: Lead ID, Score, Hot/Warm/Cold, One-line reason, Suggested next step. Only use information in the rows; if something important is missing, lower the confidence and say what to ask. Put Hot leads first.Add the scores to your sheet
Paste the Score and Reason columns back next to each lead using the IDs. Sort by score and colour Hot leads with conditional formatting.
Use your judgement
Treat scores as a starting point. If you know something the AI doesn't, change the score.
What you get
L-104 | 9 | Hot | Needs a new website by March, budget £3k+, referred by a client | Call today. L-107 | 4 | Cold | Student project, no budget mentioned | Send helpful guide. L-110 | 6 | Warm | Good fit but no timeline | Ask when they want to start.
Tips
- Look back after a month: did Hot leads really buy? Adjust your criteria if not.
- If your plan includes Gemini in Google Sheets, you can ask it in the side panel instead of copying rows out.