AI_LEAD_QUALIFIER

# AI-Powered Lead Qualifier & Router: DIY Installation Manual

Welcome to your **AI-Powered Lead Qualifier & Router Business-in-a-Box**! This guide outlines step-by-step instructions to build, configure, and activate your automated lead vetting and routing engine.

When built from this reference, a business can filter out low-value inquiries, spam, and out-of-scope services automatically. High-value, qualified leads can receive a personalized booking invitation, while sales teams can receive a Slack dossier containing enriched client information.

You will build this pipeline using **Make.com**, a contact form tool (e.g. Jotform, Elementor Forms, Typeform), **OpenAI API (GPT-4o-mini)**, **Gmail**, and **Slack** (or Discord/Teams).

---

## 📋 Prerequisites & Accounts Needed
Ensure you have set up the following:
1. **Make.com Account:** A free or low-cost automation workspace.
2. **OpenAI Account:** An account on platform.openai.com with a generated API Key and small credits balance (e.g., $5 to $10).
3. **Gmail / Workspace Account:** For sending the automated emails.
4. **Slack Workspace:** A channel (e.g. `#sales-leads`) to receive the qualified dossier alerts.
5. **Calendly / TidyCal Account:** For scheduling calls with qualified prospects.

---

## ⚡ Step 1: Import the Scenario Blueprint into Make.com
We have provided a pre-configured automation blueprint for this scenario:
1. Log in to [Make.com](https://www.make.com/).
2. Click **Create a new scenario** (top right).
3. Click the **three dots (...)** at the bottom control bar and select **Import Blueprint**.
4. Upload the **`make_blueprint.json`** file included in this directory.
5. Save the scenario. You will see the visual pipeline:
   `[Webhook: Form Trigger]` ➡️ `[OpenAI: Analyze Intent & Qualify]` ➡️ `[Router]`
   * **Route 1 (Qualified):** ➡️ `[Gmail: Send Booking Link]` ➡️ `[Slack: Post Dossier Card]`
   * **Route 2 (Unqualified):** ➡️ `[Gmail: Send Referral/Rejection]` ➡️ `[Google Sheets: Log Lead]`

---

## 🔌 Step 2: Configure the Form Webhook Trigger
We need our scenario to listen for website form submissions:
1. Double-click the **Webhooks: Custom Webhook** trigger module in Make.
2. Click **Add**, name it `Lead Intake Form`, and save.
3. Copy the generated Webhook URL (e.g., `https://hook.us1.make.com/...`).
4. Paste this Webhook URL into your form provider:
   * **Elementor Forms:** Actions After Submit ➡️ Add "Webhook" ➡️ Paste the URL.
   * **Jotform / Tally.so:** Go to Integrations ➡️ Webhooks ➡️ Paste the URL.
5. In Make, click **Run Once**, then submit a test lead from your website containing:
   * *Name:* John Doe
   * *Email:* john@example.com
   * *Budget:* £5,000
   * *Project details:* We need a customized e-commerce platform built on Shopify.
6. Verify that Make captures the lead variables successfully.

---

## 🤖 Step 3: Configure OpenAI Lead Evaluation
1. Double-click the **OpenAI: Create a Completion** module.
2. Click **Add** next to Connection and input your **OpenAI API Secret Key** (`sk-...`).
3. Select **Model:** `gpt-4o-mini` (costs fraction of a cent per lead, highly accurate).
4. In the **System Prompt** section, paste the qualification parameters:
   ```text
   You are an expert sales qualifier for [Insert Company Name]. Review the incoming lead and output a raw JSON object with the following schema:
   {
     "qualified": true/false,
     "score": 0-100,
     "reasoning": "Brief explanation",
     "draft_response": "Polite personalized response addressing their specific requirement"
   }

   Qualification criteria:
   - Budget must be greater than £2,500.
   - Project scope must match our core services: web development, digital marketing, or brand design.
   - Urgency must be high or medium (needs setup in under 3 months).
   ```
5. In the **User Message** field, map the form variables:
   ```text
   Review this lead:
   - Name: {{Form.Name}}
   - Email: {{Form.Email}}
   - Budget: {{Form.Budget}}
   - Description: {{Form.Description}}
   ```
6. Set the response format to **JSON Object** inside the module options.

---

## 📧 Step 4: Map Gmail & Slack Routing
1. In the **Router** module, double-click the filter path for **Qualified Leads**:
   * Condition: Map the OpenAI JSON output `{{OpenAI.qualified}}` Equal To `true`.
2. Double-click the **Gmail (Qualified)** module:
   * **To:** `{{Form.Email}}`
   * **Subject:** `Great news! Let's schedule a call - [Your Company]`
   * **Body (HTML):** Paste a clean email layout introducing your Calendly link:
     ```html
     <p>Hi {{Form.Name}},</p>
     <p>Thanks for reaching out! Our team reviewed your project outline: <em>"{{Form.Description}}"</em> and it sounds like a perfect fit.</p>
     <p>Please use the link below to select a time for our initial briefing session:</p>
     <p><a href="[Your Calendly Link]" style="background:#4f46e5;color:#fff;padding:10px 20px;text-decoration:none;border-radius:5px;">Book Briefing Call</a></p>
     ```
3. Double-click the **Slack (Qualified)** module:
   * **Connection:** Log into your Slack workspace and authorize.
   * **Channel:** Select `#sales-leads`.
   * **Text:** Format a rich card mapping OpenAI variables:
     ```text
     🔥 *New Qualified Lead Received!*
     *Name:* {{Form.Name}}
     *Email:* {{Form.Email}}
     *Budget:* £{{Form.Budget}}
     *Description:* {{Form.Description}}
     *AI Score:* {{OpenAI.score}}/100
     *AI Reasoning:* {{OpenAI.reasoning}}
     ```
4. Double-click the filter path for **Unqualified Leads**:
   * Condition: Map `{{OpenAI.qualified}}` Equal To `false`.
5. Double-click the **Gmail (Unqualified)** module:
   * Send a polite rejection/redirection message pointing them to blog posts or general resources.

---

## 🔬 Step 5: Save & Test
1. Click **Save** in the Make.com controls.
2. Click **Run Once** to run a test.
3. Submit a qualified lead (High Budget) and confirm it routes to Slack/Gmail with booking links.
4. Submit an unqualified lead (Low Budget) and confirm it routes to Google Sheets/Polite reply.
5. Toggle the Scenario switch to **ON** to go live!