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AI Lead Scoring & Hot-Lead Alert

Hot leads ping Slack or email. Cold leads wait in the sheet.

The job it closes

The job it closes

A $6k emergency and a price shopper look the same on the sheet. This file scores unmarked rows and emails or Slacks you only when a row is Hot.

Before / after

Before / after

Before: you scan the sheet by eye after dinner. After: a score, a Hot / Warm / Cold band, and one owner alert on Hot.

01

What you import

10-minute scan of unmarked rows (cap 5) → score written on the same Leads row → Slack or Gmail only if Hot and hot_alerted_at is blank.

n8n

02

What you need

n8n, Google Sheets, Gmail. OpenAI optional (gpt-4o-mini). Slack optional. Rule-based scoring still runs if AI is off.

03

Setup time

25–40 minutes after the Leads sheet from WF1 exists.

Limits — trust before ticket

Limits — trust before ticket

Does not text or email the lead. Does not flip booked or completed. Score reasons are not diagnoses or legal conclusions. OpenAI can stay off.

Breakdown

How this pack runs

Score and alert hot leads in n8n (import this)

Video posting soon.

Two paths if you stall

Self-serve

START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.

Named install

Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.

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