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Sales

Lead Qualification

Focus only on leads worth your time.

TypeformClaude AINotion
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The problem

You're spending time on leads that were never going to buy.

Every hour on a bad-fit prospect is an hour taken from a good one. Manually reading form submissions, deciding who to follow up with, and logging everything to Notion is slow and inconsistent.

How it works

Step by step.

I handle the entire setup. Here's exactly what happens under the hood once it's live.

01
Prospect submits your Typeform
Someone fills in your contact or intake form. Zapier detects the new submission immediately.
02
Claude evaluates the lead
Claude reads all the form fields, budget, company size, problem described, timeline, and scores the lead against your ideal client profile.
03
Qualified leads logged to Notion
If the lead meets your criteria, Claude creates a detailed Notion entry with a summary, score, and recommended next action.
04
You get notified
A Slack or email notification tells you a qualified lead is waiting. No more reading every form submission yourself.

What connects

The tools involved.

Everything works with software you already use. No new platforms to learn.

Typeform
Your intake form where prospects submit their information.
How to connect
OAuth via Typeform login
Claude AI
Reads each submission and scores the lead based on your criteria.
How to connect
API key in Zapier
Notion
Your CRM, where qualified leads are logged with Claude's analysis.
How to connect
OAuth via Notion login

Included in

Available from the Business plan.

This automation is included in Business and above. Setup is handled entirely by me · Also included in Premium.

Business
and above

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