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Using AI Lead Assessment

1

Create Your Model:

Describe what you offer and criteria for leads in the form below to create a custom AI assessment model.

2

Select Leads:

Go to the Database page and select the leads you want to evaluate with your AI model.

3

Run Assessment:

Choose your model from the dropdown and click "Run Model" to analyze your selected leads.

AI Lead Assessment Benefits

Objective Lead Scoring

Use our AI tool to score the quality of leads from 0 - 10

Lead Enrichment

Our tool enriches leads with descriptions for your sales team

Import Your Own Leads

Upload your own leads to the database and run your AI models on them

Create Your AI Assessment Model

Define how we should evaluate websites as potential leads for your business. This helps identify the most valuable prospects.

Your Business

Think outcomes, not features — what result do your customers get?
Add types of websites you keep seeing that aren't relevant
What signals tell you a business is worth reaching out to?
Auto-generated from your inputs above — edit to fine-tune

Tips for Effective Prompts:

  • Run a few iterations on leads and train your model
  • Focus on describing end benefit to customers, not your product
  • Be specific about what signals a high-value lead
  • The rating is confidence in a lead being categorically good, not how good

Your AI Models

Manage your saved assessment models.

Model Name Date Created Owner Actions