Efficient lead scoring narrows down the pool of leads to ensure your SDRs focus solely on those with the highest conversion potential. You can manually assign points to your leads based on their characteristics or actions, but this will eat away at your time—a much better option is to put your lead scoring on autopilot by employing ChatGPT. 🧑✈️
Using AI for tasks of this kind has helped us boost our own sales processes. For example, we’ve relied on AI in our B2B lead generation to get 2–3x response rates and conversions across 800,000+ cold emails we send monthly.
In this guide, we’ll offer examples of ChatGPT prompts for lead-scoring techniques to help you create and manage high-performing sales campaigns. We’ll also offer best practices to follow and recommend a must-have sales tool to ensure you’re targeting the right leads with hyper-personalized messaging. 💪
Benefits of Using ChatGPT for Lead Scoring
Ranking your leads with ChatGPT has several benefits:
- Easy data processing and time efficiency—ChatGPT can process vast amounts of data within seconds, allowing you to score exhaustive lead lists within seconds. Thanks to this, your SDRs are free to focus on other high-value tasks
- Consistency—ChatGPT doesn’t get tired or need breaks or vacations to provide high-quality output. Its performance is consistent and uniform
- Resource optimization—ChatGPT automates the lead-scoring process, so you don’t need as many SDRs handling it. This saves you money in the long run
💡 Bonus read: Interested in learning how AI technology can elevate your sales beyond lead scoring? Read our detailed guides on AI for sales and pipeline management, AI selling, and AI lead qualification.
How To Use ChatGPT for Lead Scoring
Check out the necessary steps for using ChatGPT for lead scoring:
- Collecting data
- Creating your ideal customer profile (ICP)
- Identifying lead-scoring criteria
- Preparing lead data
- Creating prompts
- Analyzing results
Collecting Data
Before you start scoring leads, you need to thoroughly research them. During the research phase, you gather information on your leads that will serve as the basis for identifying common patterns and correlations and assigning appropriate scores.
You can collect data manually by browsing company websites or social media networks, but this is time-consuming. A far better option is to rely on a sales tool that can access dozens of databases to help you accelerate the research process and effortlessly gather lead data. 🕶️
Whatever method you’re using to collect info on your leads, you need quality data to get reliable lead scores. Otherwise, you risk focusing on low-potential accounts while missing those likely to convert. To prevent such scenarios, make sure the data you collect is:
- Accurate
- Relevant
- Up-to-date
Creating Your Ideal Customer Profile
To accurately score leads with ChatGPT, you’ll have to provide it with an example of what your ideal customer looks like. The chatbot will use this as a reference point for ranking leads. 🥇
To create an ICP, you need to conduct thorough customer research. Focus on factors such as their:
- Job title and industry
- Needs and preferences
- Behaviors
- Tech stack
- Pain points
Once you gather the relevant information, identify trends and similarities to pinpoint your ICP. Write down your ICP's characteristics and behaviors, as you’ll need this information later to create prompts.
Identifying Lead-Scoring Criteria and Assigning Points
To provide ChatGPT with clear instructions on the relevance of each data point, you need to determine your lead-scoring criteria. You can do this based on:
- Your buyer persona—Define your ideal customer based on market research and observe the criteria that make them ideal
- Your existing customers—Evaluate your existing customers to determine shared characteristics
Depending on your industry and offer, you can focus on one or more lead-scoring techniques. Here are some common types of data that scoring may be based on:
Once you identify relevant criteria, you need to determine their significance for lead scoring. Based on your findings, you’ll assign points to each criterion and create a uniform system for your lead-scoring processes. 💯
Preparing Lead Data
If you’ve used different methods and platforms to collect lead information, you should centralize your records and ensure they’re easy to paste into ChatGPT. This improves clarity and organization and ensures prompts have a uniform, easy-to-follow structure. 💪
One of the best ways to prepare lead data for ChatGPT prompts is to create a list of leads. Under each lead’s name, include relevant data points to allow ChatGPT to score them easily.
Creating Prompts
Once you have all the information ready, it’s time to create ChatGPT prompts for lead-scoring techniques. To ensure proper output, you need to provide as many details as possible. Some of the elements your prompt should contain include:
- Information on your company and industry
- A clear goal and scoring instructions
- An ideal customer profile or at least a description of your target audience
- Relevant lead data points ChatGPT should score
If you’re new to creating ChatGPT prompts, here are a few best practices to stick to and maximize the chatbot’s potential:
💡Bonus read: Want to know more about using ChatGPT for other sales purposes? Read our guides on ChatGPT for sales and business development, ChatGPT email response, and ChatGPT email prompts.
Analyzing Results
Once ChatGPT provides its output, go over it to double-check accuracy. To measure long-term results, establish key performance indicators (KPIs) to observe and determine the efficiency of your lead-scoring systems. Here are a few KPIs to consider:
- Conversion rates
- Customer lifetime value
- Volume of high-quality leads over time
ChatGPT is certainly helpful, but it’s not perfect and can make mistakes. Don’t assume its output is 100% correct—instead, supervise its work and, if necessary, make adjustments.
You should also regularly analyze and refine your lead-scoring models and processes to conform to industry and market changes and stay ahead of the curve. 📈
ChatGPT Prompts for Lead-Scoring Techniques—Examples
Here are a few concrete examples of ChatGPT prompts you can use to score your leads, including:
- Scoring B2B leads
- Improving scoring accuracy
- Scoring based on employee count
- Scoring based on social engagement
- Scoring based on email engagement
Prompt for Scoring B2B Leads
“I am a [job title], and I work at a [your company] specializing in [line of work]. Help me score leads on a scale of 0 to 100 based on how well they fit this ideal customer profile:
Industry: [details]
Tech stack: [details]
Challenges: [details]
Revenue: [details]
Each criterion carries 25 points.
These are the leads that need to be scored:
[company name]
Industry: [details]
Tech stack: [details]
Challenges: [details]
Revenue: [details]
Please don’t include any explanations, just provide a numerical score for each criterion.”
Prompt for Improving Lead Scoring Accuracy
“I’m a [job title], and I work in [industry]. Our ideal ICP is [description of the ICP].
I need your help to score [lead’s name] based on demographic information such as [age, gender, location, or another demographic criterion you want to use] and compare it to the ICP to see if it’s a good fit.
Provide a lead score on a scale from 0 to 100. Also, offer tips on what I could add to the lead scoring model to make it more precise.”
Prompt for Scoring a Lead Based on the Employee Count
“I work for [your company], and my goal is to determine a lead score for [lead’s name] and figure out if it’s worth pursuing. Our ideal customer has [employee count range], and you need to provide a lead score from 0 (not a good fit) to 5 (perfect fit) based on the formula below.
[A to B]=0
[B to C]=1
[C to D]=2
[D to E]=3
[E to F]=4
[F to G]=5
[a list of lead names and their employee counts]
Provide only a number without further explanations.
Prompt for Scoring a Lead Based on Social Engagement
“I work for [your company], and I need to score leads based on social media engagement to understand which accounts have the highest potential for conversion. I’m specifically interested in the leads’ engagement with our Instagram profile and the following criteria:
- Likes
- Comments
Please assign points from 0 to 100 depending on the number of likes and comments. The maximum number of likes is 150, while the maximum number of comments is 45.
Here’s the list of leads and information about their engagement:
- Lead 1 [details]
- Lead 2 [details]
- Lead 3 [details]
Assign only a numerical value for every lead.
Prompt for Scoring Leads Based on Email Engagement
“You’re an SDR working for [your company], a company that focuses on [line of work]. Your job is to score leads based on the email engagement model. The two criteria you’ll use to rank leads are:
- Open rates (in percentages)
- Click-through rates (in percentages)
You’ll assign points on a scale from 0 to 5, and here’s the scoring model:
- [0-A%]=0
- [A-B%]=1
- [B-C%]=2
- [C-D%]=3
- [D-E%]=4
- [E-100%]=5
Potential Challenges of Using ChatGPT Prompts for Lead Scoring
ChatGPT can be a powerful ally in lead scoring, but using the chatbot as a standalone tool has a few significant pitfalls:
- High dependence on input—The quality of ChatGPT’s output directly relates to the quality of your prompts. If you write one-sentence prompts or don’t offer clear instructions, examples, or reference points, you won’t get the desired results ❌
- Need for excessive customization—There’s a high chance you won’t be happy with ChatGPT’s lead scoring from the get-go. To ensure the chatbot delivers exactly what you need, you’ll have to keep refining your prompts, and this can be time-consuming and frustrating ⏰
- Necessity for additional tools—While helpful, ChatGPT can’t replace dedicated sales tools. You’ll still need a platform for collecting lead data and handling outreach, so it’s often a much better idea to get one tool that can handle multiple sales processes ⚙️
If you’d like to leverage ChatGPT’s power for lead scoring and more and streamline your entire sales campaigns, we’ve got the perfect tool—Clay. The sales automation platform can help you build and manage high-performing campaigns without hiccups.
Lead-Scoring Formulas & AI Features at Your Disposal With Clay
Clay is a sales automation platform with a rich feature set that covers every sales process, not just lead scoring. It can help you effortlessly collect the necessary lead data for precise scoring and then work from those scores to create hyper-personalized messages relying on the following options:
- Claygent
- OpenAI integration
- Enrichment integrations
- Lead-scoring formulas and templates
- AI message writer
Claygent
Claygent is an advanced AI-powered researcher that can help you obtain company and people info from all over the internet within seconds. It can answer your questions, summarize info, and retrieve specific data points on the accounts you’re considering pursuing.
By contributing to the accuracy and comprehensiveness of your lead records, Claygent sets the stage for efficient lead scoring. It ensures the data you’ll use to rank leads is up-to-date, relevant, and precise. 🙌
Using Claygent is simple and resembles ChatGPT—you provide prompts, and the assistant acts on them. Here are a few simple prompts in the form of questions you can use:
- Is this company hiring right now?
- Who are the investors of this company?
- Does this company allow remote work?
OpenAI Integration
Clay can integrate with hundreds of platforms—and one of them is OpenAI, the creator of ChatGPT. With this integration, you can conduct specific actions, such as:
- Using AI to ask ChatGPT questions about your leads
- Completing prompts using OpenAI/GPT and generating unique responses with Clay inputs
- Using AI to ask ChatGPT questions about images and retrieve additional data points
Enrichment Integrations
Another way to automate collecting dozens of data points on your leads is to leverage Clay’s integrations with over 50 data providers. You can access these integrations directly within Clay without setting up extra accounts or paying subscriptions and quickly pull the desired data to your Clay table.
While you can access a specific integration manually, it’s easier to automate the enrichment process and get excellent data coverage with waterfall enrichment. Using this feature, you can search multiple databases one by one to find the desired info—the search stops whenever you get a valid match, so you don’t waste any resources. 💸
Lead-Scoring Formulas and Templates
Once your Clay table is filled with comprehensive lead info, it’s time to use the platform’s lead-scoring formulas.
With the formulas, you can prioritize specific leads based on criteria such as:
- Employee count
- Job postings
- Titles
Depending on your goals and scoring criteria, you can use multiple conditions to improve your formulas’ precision.
If you don’t feel like building formulas from scratch or don’t have enough time, use Clay’s lead-scoring templates. Their premade structure will help you quickly rank leads based on criteria such as recent news, headcount growth, or tech stack.
AI Message Writer
Besides lead generation and scoring, Clay streamlines outreach with its AI message writer. The feature is based on OpenAI and allows you to create personalized messages based on lead info you have in your Clay table. This means you don’t have to juggle different apps to collect info and then “explain” it to an external chatbot—everything happens within Clay. 👌
You can use this feature to generate AI follow-up emails and automate email responses.
Once your emails are ready, send them to a preferred CRM tool or email sequencer or download them as a CSV file.
Flexible Pricing for All Sales Teams
Thanks to its free forever plan, Clay allows everyone to try out its features at no cost. If you’d like to get access to Clay’s full functionality, select one of the four paid plans:
Each plan comes with unlimited users. ❣️
Thousands of sales pros have used Clay and love its features. Here’s what one user says about it:
Don’t Wait Another Day To Enjoy Clay
If you’re ready to give your sales campaigns a makeover and enjoy excellent lead scoring, set up your Clay account by following these steps:
- Go to the signup page
- Enter your name, email, and password
- Explore Clay
To view detailed feature walkthroughs, visit Clay University. We also recommend joining the Slack community and checking out Claybooks—step-by-step lessons for building any workflow, whether big or small. 💪
💡 Keep reading: Interested in learning other ways AI can help in sales? Check out the following guides:
Efficient lead scoring narrows down the pool of leads to ensure your SDRs focus solely on those with the highest conversion potential. You can manually assign points to your leads based on their characteristics or actions, but this will eat away at your time—a much better option is to put your lead scoring on autopilot by employing ChatGPT. 🧑✈️
Using AI for tasks of this kind has helped us boost our own sales processes. For example, we’ve relied on AI in our B2B lead generation to get 2–3x response rates and conversions across 800,000+ cold emails we send monthly.
In this guide, we’ll offer examples of ChatGPT prompts for lead-scoring techniques to help you create and manage high-performing sales campaigns. We’ll also offer best practices to follow and recommend a must-have sales tool to ensure you’re targeting the right leads with hyper-personalized messaging. 💪
Benefits of Using ChatGPT for Lead Scoring
Ranking your leads with ChatGPT has several benefits:
- Easy data processing and time efficiency—ChatGPT can process vast amounts of data within seconds, allowing you to score exhaustive lead lists within seconds. Thanks to this, your SDRs are free to focus on other high-value tasks
- Consistency—ChatGPT doesn’t get tired or need breaks or vacations to provide high-quality output. Its performance is consistent and uniform
- Resource optimization—ChatGPT automates the lead-scoring process, so you don’t need as many SDRs handling it. This saves you money in the long run
💡 Bonus read: Interested in learning how AI technology can elevate your sales beyond lead scoring? Read our detailed guides on AI for sales and pipeline management, AI selling, and AI lead qualification.
How To Use ChatGPT for Lead Scoring
Check out the necessary steps for using ChatGPT for lead scoring:
- Collecting data
- Creating your ideal customer profile (ICP)
- Identifying lead-scoring criteria
- Preparing lead data
- Creating prompts
- Analyzing results
Collecting Data
Before you start scoring leads, you need to thoroughly research them. During the research phase, you gather information on your leads that will serve as the basis for identifying common patterns and correlations and assigning appropriate scores.
You can collect data manually by browsing company websites or social media networks, but this is time-consuming. A far better option is to rely on a sales tool that can access dozens of databases to help you accelerate the research process and effortlessly gather lead data. 🕶️
Whatever method you’re using to collect info on your leads, you need quality data to get reliable lead scores. Otherwise, you risk focusing on low-potential accounts while missing those likely to convert. To prevent such scenarios, make sure the data you collect is:
- Accurate
- Relevant
- Up-to-date
Creating Your Ideal Customer Profile
To accurately score leads with ChatGPT, you’ll have to provide it with an example of what your ideal customer looks like. The chatbot will use this as a reference point for ranking leads. 🥇
To create an ICP, you need to conduct thorough customer research. Focus on factors such as their:
- Job title and industry
- Needs and preferences
- Behaviors
- Tech stack
- Pain points
Once you gather the relevant information, identify trends and similarities to pinpoint your ICP. Write down your ICP's characteristics and behaviors, as you’ll need this information later to create prompts.
Identifying Lead-Scoring Criteria and Assigning Points
To provide ChatGPT with clear instructions on the relevance of each data point, you need to determine your lead-scoring criteria. You can do this based on:
- Your buyer persona—Define your ideal customer based on market research and observe the criteria that make them ideal
- Your existing customers—Evaluate your existing customers to determine shared characteristics
Depending on your industry and offer, you can focus on one or more lead-scoring techniques. Here are some common types of data that scoring may be based on:
Once you identify relevant criteria, you need to determine their significance for lead scoring. Based on your findings, you’ll assign points to each criterion and create a uniform system for your lead-scoring processes. 💯
Preparing Lead Data
If you’ve used different methods and platforms to collect lead information, you should centralize your records and ensure they’re easy to paste into ChatGPT. This improves clarity and organization and ensures prompts have a uniform, easy-to-follow structure. 💪
One of the best ways to prepare lead data for ChatGPT prompts is to create a list of leads. Under each lead’s name, include relevant data points to allow ChatGPT to score them easily.
Creating Prompts
Once you have all the information ready, it’s time to create ChatGPT prompts for lead-scoring techniques. To ensure proper output, you need to provide as many details as possible. Some of the elements your prompt should contain include:
- Information on your company and industry
- A clear goal and scoring instructions
- An ideal customer profile or at least a description of your target audience
- Relevant lead data points ChatGPT should score
If you’re new to creating ChatGPT prompts, here are a few best practices to stick to and maximize the chatbot’s potential:
💡Bonus read: Want to know more about using ChatGPT for other sales purposes? Read our guides on ChatGPT for sales and business development, ChatGPT email response, and ChatGPT email prompts.
Analyzing Results
Once ChatGPT provides its output, go over it to double-check accuracy. To measure long-term results, establish key performance indicators (KPIs) to observe and determine the efficiency of your lead-scoring systems. Here are a few KPIs to consider:
- Conversion rates
- Customer lifetime value
- Volume of high-quality leads over time
ChatGPT is certainly helpful, but it’s not perfect and can make mistakes. Don’t assume its output is 100% correct—instead, supervise its work and, if necessary, make adjustments.
You should also regularly analyze and refine your lead-scoring models and processes to conform to industry and market changes and stay ahead of the curve. 📈
ChatGPT Prompts for Lead-Scoring Techniques—Examples
Here are a few concrete examples of ChatGPT prompts you can use to score your leads, including:
- Scoring B2B leads
- Improving scoring accuracy
- Scoring based on employee count
- Scoring based on social engagement
- Scoring based on email engagement
Prompt for Scoring B2B Leads
“I am a [job title], and I work at a [your company] specializing in [line of work]. Help me score leads on a scale of 0 to 100 based on how well they fit this ideal customer profile:
Industry: [details]
Tech stack: [details]
Challenges: [details]
Revenue: [details]
Each criterion carries 25 points.
These are the leads that need to be scored:
[company name]
Industry: [details]
Tech stack: [details]
Challenges: [details]
Revenue: [details]
Please don’t include any explanations, just provide a numerical score for each criterion.”
Prompt for Improving Lead Scoring Accuracy
“I’m a [job title], and I work in [industry]. Our ideal ICP is [description of the ICP].
I need your help to score [lead’s name] based on demographic information such as [age, gender, location, or another demographic criterion you want to use] and compare it to the ICP to see if it’s a good fit.
Provide a lead score on a scale from 0 to 100. Also, offer tips on what I could add to the lead scoring model to make it more precise.”
Prompt for Scoring a Lead Based on the Employee Count
“I work for [your company], and my goal is to determine a lead score for [lead’s name] and figure out if it’s worth pursuing. Our ideal customer has [employee count range], and you need to provide a lead score from 0 (not a good fit) to 5 (perfect fit) based on the formula below.
[A to B]=0
[B to C]=1
[C to D]=2
[D to E]=3
[E to F]=4
[F to G]=5
[a list of lead names and their employee counts]
Provide only a number without further explanations.
Prompt for Scoring a Lead Based on Social Engagement
“I work for [your company], and I need to score leads based on social media engagement to understand which accounts have the highest potential for conversion. I’m specifically interested in the leads’ engagement with our Instagram profile and the following criteria:
- Likes
- Comments
Please assign points from 0 to 100 depending on the number of likes and comments. The maximum number of likes is 150, while the maximum number of comments is 45.
Here’s the list of leads and information about their engagement:
- Lead 1 [details]
- Lead 2 [details]
- Lead 3 [details]
Assign only a numerical value for every lead.
Prompt for Scoring Leads Based on Email Engagement
“You’re an SDR working for [your company], a company that focuses on [line of work]. Your job is to score leads based on the email engagement model. The two criteria you’ll use to rank leads are:
- Open rates (in percentages)
- Click-through rates (in percentages)
You’ll assign points on a scale from 0 to 5, and here’s the scoring model:
- [0-A%]=0
- [A-B%]=1
- [B-C%]=2
- [C-D%]=3
- [D-E%]=4
- [E-100%]=5
Potential Challenges of Using ChatGPT Prompts for Lead Scoring
ChatGPT can be a powerful ally in lead scoring, but using the chatbot as a standalone tool has a few significant pitfalls:
- High dependence on input—The quality of ChatGPT’s output directly relates to the quality of your prompts. If you write one-sentence prompts or don’t offer clear instructions, examples, or reference points, you won’t get the desired results ❌
- Need for excessive customization—There’s a high chance you won’t be happy with ChatGPT’s lead scoring from the get-go. To ensure the chatbot delivers exactly what you need, you’ll have to keep refining your prompts, and this can be time-consuming and frustrating ⏰
- Necessity for additional tools—While helpful, ChatGPT can’t replace dedicated sales tools. You’ll still need a platform for collecting lead data and handling outreach, so it’s often a much better idea to get one tool that can handle multiple sales processes ⚙️
If you’d like to leverage ChatGPT’s power for lead scoring and more and streamline your entire sales campaigns, we’ve got the perfect tool—Clay. The sales automation platform can help you build and manage high-performing campaigns without hiccups.
Lead-Scoring Formulas & AI Features at Your Disposal With Clay
Clay is a sales automation platform with a rich feature set that covers every sales process, not just lead scoring. It can help you effortlessly collect the necessary lead data for precise scoring and then work from those scores to create hyper-personalized messages relying on the following options:
- Claygent
- OpenAI integration
- Enrichment integrations
- Lead-scoring formulas and templates
- AI message writer
Claygent
Claygent is an advanced AI-powered researcher that can help you obtain company and people info from all over the internet within seconds. It can answer your questions, summarize info, and retrieve specific data points on the accounts you’re considering pursuing.
By contributing to the accuracy and comprehensiveness of your lead records, Claygent sets the stage for efficient lead scoring. It ensures the data you’ll use to rank leads is up-to-date, relevant, and precise. 🙌
Using Claygent is simple and resembles ChatGPT—you provide prompts, and the assistant acts on them. Here are a few simple prompts in the form of questions you can use:
- Is this company hiring right now?
- Who are the investors of this company?
- Does this company allow remote work?
OpenAI Integration
Clay can integrate with hundreds of platforms—and one of them is OpenAI, the creator of ChatGPT. With this integration, you can conduct specific actions, such as:
- Using AI to ask ChatGPT questions about your leads
- Completing prompts using OpenAI/GPT and generating unique responses with Clay inputs
- Using AI to ask ChatGPT questions about images and retrieve additional data points
Enrichment Integrations
Another way to automate collecting dozens of data points on your leads is to leverage Clay’s integrations with over 50 data providers. You can access these integrations directly within Clay without setting up extra accounts or paying subscriptions and quickly pull the desired data to your Clay table.
While you can access a specific integration manually, it’s easier to automate the enrichment process and get excellent data coverage with waterfall enrichment. Using this feature, you can search multiple databases one by one to find the desired info—the search stops whenever you get a valid match, so you don’t waste any resources. 💸
Lead-Scoring Formulas and Templates
Once your Clay table is filled with comprehensive lead info, it’s time to use the platform’s lead-scoring formulas.
With the formulas, you can prioritize specific leads based on criteria such as:
- Employee count
- Job postings
- Titles
Depending on your goals and scoring criteria, you can use multiple conditions to improve your formulas’ precision.
If you don’t feel like building formulas from scratch or don’t have enough time, use Clay’s lead-scoring templates. Their premade structure will help you quickly rank leads based on criteria such as recent news, headcount growth, or tech stack.
AI Message Writer
Besides lead generation and scoring, Clay streamlines outreach with its AI message writer. The feature is based on OpenAI and allows you to create personalized messages based on lead info you have in your Clay table. This means you don’t have to juggle different apps to collect info and then “explain” it to an external chatbot—everything happens within Clay. 👌
You can use this feature to generate AI follow-up emails and automate email responses.
Once your emails are ready, send them to a preferred CRM tool or email sequencer or download them as a CSV file.
Flexible Pricing for All Sales Teams
Thanks to its free forever plan, Clay allows everyone to try out its features at no cost. If you’d like to get access to Clay’s full functionality, select one of the four paid plans:
Each plan comes with unlimited users. ❣️
Thousands of sales pros have used Clay and love its features. Here’s what one user says about it:
Don’t Wait Another Day To Enjoy Clay
If you’re ready to give your sales campaigns a makeover and enjoy excellent lead scoring, set up your Clay account by following these steps:
- Go to the signup page
- Enter your name, email, and password
- Explore Clay
To view detailed feature walkthroughs, visit Clay University. We also recommend joining the Slack community and checking out Claybooks—step-by-step lessons for building any workflow, whether big or small. 💪
💡 Keep reading: Interested in learning other ways AI can help in sales? Check out the following guides:
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