Does your sales team manually review every form, email, or message that comes in each day?
If you receive a lot of leads, you know that not all of them are equal. Some are urgent, some don’t fit your service, and others… probably shouldn’t be there at all.
What if an AI could filter them for you in seconds?
The problem:
Companies that receive dozens (or hundreds) of leads per week often face a bottleneck in the initial qualification phase.
👎 The team spends hours reading messages
👎 They reply first to the ones that “seem more interesting”
👎 Opportunities are lost due to lack of prioritization
The solution:
With an automation tool like Make, and an AI like ChatGPT, you can build a system that:
✅ Receives new leads from any source (form, CRM, email, etc.)
✅ Analyzes their message and extracts intent, urgency, budget, country, and more
✅ Automatically classifies the lead as:
• 🟢 High Priority
• 🟡 Medium Priority
• 🔴 Not Qualified
✅ And takes actions: assigns to a sales rep, creates tasks, sends alerts, or even discards it.
Not yet in monday.com or Make? Create your free account.
How does it work?
1️⃣ Every time a new lead comes in, Make captures it automatically
2️⃣ The text (message, form, or note) is sent to ChatGPT
3️⃣ ChatGPT replies with a clear structure:
• Intent
• Urgency
• Interest level
• Action recommendation
4️⃣ Make stores everything in your CRM, notifies your team, and classifies the lead in seconds.
What do you gain from this?
🕒 Save hours of manual work
⚡ Faster response to important leads
🔍 Full visibility to make data-based decisions
💰 Focus on the leads that actually convert
And the best part…
No coding needed!
This solution can be set up in just a few days using tools you already use, with logic tailored to your business.
Want to see an example in action?
📩 Message us and schedule a call to see how this could look, adapted to your reality: https://calendly.com/yvpm/intro
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