Give Me 15 Minutes To Double Your Close Rate w/ ChatGPT
AI Summary
Automated Lead Scoring System
Purpose: Building a lead scoring system for an AI agency.
Key Components:
- Custom website with an embedded Typeform.
- Zapier to handle submissions and score information using ChatGPT.
- Results pushed to ClickUp project management.
Process Overview:
- Visitor fills out Typeform on agency website with questions about their business, goals, and revenue.
- Submission triggers a webhook to Zapier.
- Zapier retrieves submission data, passes it to ChatGPT for scoring (1 to 5 scale).
- Score and application data are sent to ClickUp.
Example Typing Form Elements:
- Type of business.
- Desired project type: one-time or ongoing.
- Monthly revenue.
- URL of their website.
ChatGPT Scoring Instructions:
- Context of scoring based on financial capacity and desire for solution.
- Explicit instructions for generating numeric score only, no additional text.
Using ClickUp:
- Create tasks using names and additional information from the Typeform responses.
- New fields for scores can be added to ClickUp tasks as needed.
Opportunities for Expansion:
- Beyond scoring, integrate automated responses like sending tailored content (case studies, PDFs) based on prospect needs.
- Automating follow-up communications can significantly enhance sales efforts.
Conclusion: Focus on simple, effective systems to drive success in lead generation and management. Emphasizes that simplicity and effectiveness often yield better results than complex workflows.