Compound Leverage

Issue #0024

Finding and scoring leads used to take days or longer.

Not anymore.

We’re working with a company to automate their lead generation process.

They were spending hours manually searching for leads, organizing data in spreadsheets, and scoring opportunities.

The new AI system runs automatically using a Google Sheet, Apps Script code, and Open AI, saving time and automating their monthly goal of 1,000 qualified leads.It is a simple Google Sheet to organize the lead data, with columns for:

• Business name

• Email address

• Prospect name and title

• Phone number

• Domain registration status

• Yelp, Google My Business, and FB Page checks

• Qualification score and

• Email campaign entry trigger

We used a script connecting WhoIs and other data sources to automate finding leads.

For example, you can prompt ChatGPT with:

“Write a Google Apps Script that connects to the Yelp API. It should search for restaurants in Maryland without websites, retrieve their business names, phone numbers, and Yelp URLs, and populate this data into a Google Sheet.”

To make it user-friendly, we added a custom menu in Google Sheets, allowing the team to run searches manually in addition to the automated searches it does each Saturday evening.

You can create a similar automation with the following prompt:

“Write a Google Apps Script that adds a custom menu to Google Sheets called 'Lead Automation' with options to 'Find Yelp Leads,' 'Score Leads,' and 'Update Qualified Leads.' Each option should trigger its respective function.”

Once the data is collected, the system automatically scores each lead based on defined criteria: +5 points for no website, +3 points for fewer than five Yelp reviews, and +2 points for missing a Google My Business profile.

The scoring is handled by another script, which can be generated with this prompt:

“Write a Google Apps Script that assigns scores based on these criteria, adds the score to a new column, and flags leads with a score of 8 or higher in a 'Qualified' column.”

Finally, the automation adds qualified leads to a campaign

You can generate this script with the prompt:

“Write a Google Apps Script that adds Yes to the “Add To Campaign” column based on a 'Qualified Score' column of 10 or higher.

Add 'Yes' to the “Add To Campaign' column.”

The automation runs weekly, finding and scoring 250 leads until the monthly cap of 1,000 is met.

All qualified leads are added to email or cold call campaigns.

It’s fast and eliminates manual data handling, allowing the team to focus on nurturing high-value opportunities.

Try building automation to save time searching and analyzing data in Google Sheets or Excel.

Marvin