Have you ever thought about how much time your team spends qualifying leads? I explored how CustomGPT can help automate this process without needing to be a coding expert.
First up, defining your Ideal Customer Profile (ICP) and lead scoring criteria is crucial. Questions like ‘Are they decision-makers?’ and ‘What’s their budget?’ should be answered before diving into the setup.
Then, it’s all about creating a tailored prompt template and setup CustomGPT (you need to have Plus subscription on ChatGPT). By teaching CustomGPT your sales team’s criteria for a good lead, you’re essentially giving it a framework to operate within.
After that, testing is key! Craft some sample dialogues to make sure the AI really gets the difference between a hot lead and a cold one. Once you’re satisfied, integrating it into a chat interface lets you easily apply these learnings.
Implementing this method has saved me countless hours—turning lead qualification from a lengthy task into something that takes just minutes.
In my opinion, this hands-on approach keeps the process efficient while retaining that necessary human touch.
What are your thoughts on automating aspects of lead qualification? Have you tried similar methods? Drop your insights below 👇