AI automation
Lead qualification & follow-up
In short
Incoming enquiries are scored and answered immediately: ChatGPT rates form leads as hot, warm or cold and drafts the matching first reply. With Tally/Typeform plus Make.com this runs fully automatically – scoring, CRM entry and a personalised first email in seconds instead of hours.
Free
- Collect enquiries through a form.
- Paste the details into ChatGPT.
- Have the lead scored and a first reply drafted.
Here is an enquiry: [DATA]. Score the lead (Hot / Warm / Cold) with reasoning and write a fitting, personal first reply.
Limits: Manual handling per lead.
Premium / Automated
- Trigger: new form submission (Tally or Typeform).
- AI scores the lead and files it in your CRM or sheet.
- A personalised first email is sent automatically.
Here is an enquiry: [DATA]. Score the lead (Hot / Warm / Cold) with reasoning and write a fitting, personal first reply. Output JSON: score, reasoning, reply.
Added value: Automatic scoring, CRM entry and first contact within seconds.
Frequently asked questions
What criteria does the AI use to score a lead?
The criteria you define: budget, timeframe, project size, fit with your offer. Give two or three examples of hot and cold enquiries in the prompt – then the scoring matches your judgement surprisingly well.
Will prospects notice the first reply is automated?
Hardly, if it's personalised: the AI picks up name, request and details from the form. What matters is that the email stays honest ("we'll get back to you in detail by tomorrow") and a human takes over promptly.
Do I need a CRM for this?
No – a Google Sheet as a lead list is completely fine to start. The automation simply writes score and reasoning into the table; a real CRM only pays off at higher enquiry volume.