HOW IT WORKS

From Raw List to Booked Meetings, One Flow

This is the whole system on one page — what happens to a lead from the second it enters LeadScore AI to the moment your rep is talking to them.

1
STEP 1 · IMPORT & VALIDATE

Get Every Lead In, Clean

Upload a CSV or Excel file, map your fields, and review the import results. Contact checks can return valid, invalid, unknown, or failed results; review unresolved records before outreach.

2
STEP 2 · SCORE

Grade Everything Against Your ICP

The scoring engine reads fit, contactability, engagement, and timing — then writes down its reasons. Every lead gets a score, a grade, an intent band, and a verdict.

3
STEP 3 · FOCUS

Surface Only the Ones Worth Your Time

Your team stops scrolling 5,000 rows. The hottest, highest-fit leads rise to the top of the pipeline, the call queue, and the mobile app — with research attached.

4
STEP 4 · REACH OUT

Email at Scale, Call Like a Human

Send personalized campaigns to scored segments and power through ranked calling blocks with voicemail drop and a live coach. Automation carries the repetition; the rep owns every conversation.

5
STEP 5 · CONVERSATION

Every Reply Comes Home

Connected messages and call outcomes stay with the lead record. Your team can review replies, record opt-outs, and assign the next step. Channel coverage depends on account connections and permissions.

6
STEP 6 · CLOSE THE LOOP

Review Outcomes and Refine Your Policy

Record booked, wrong-fit, and closed outcomes. Use the results to review your scoring policy and decide which rules or weights to adjust; improvement is measured, not guaranteed.

GETTING STARTED

Three Ways to Start

Start with a small sample, define your ICP, and review the results before expanding.

1

Score My Existing List

Upload a CSV or Excel export. Map the fields, review validation results, and use your scoring policy to prioritize the list.

2

Start From a Link

Paste a LinkedIn profile, company page, or website. Research runs, a score lands, and the lead joins your pipeline.

3

Build My ICP

Describe your best customers and what disqualifies a lead. That becomes the scoring model everything else runs on.

Score
PRIORITIZE BY FIT
Research
PREPARE WITH CONTEXT
Connect
EMAIL AND CALL
Follow up
KEEP THE NEXT STEP VISIBLE

See the Whole Flow With Your Own Data.

Import a sample and review the scores, research, and contact details with your team.

FAQ

Frequently Asked Questions

How long does setup take? +

Start by defining your ICP and importing a small sample. Timing depends on file quality, import size, research, and provider setup. Review the results before a full import or campaign.

Do I need a data or ops person? +

No. The workflow is opinionated on purpose: import, score, focus, reach out. If you can use a spreadsheet, you can run LeadScore AI.

What if I already have a CRM and a dialer? +

You can keep your existing tools and begin with a CRM export. Confirm the exact connector, sync direction, and calling setup with our team before depending on an integrated workflow.