Free Guide · Sales, Lead Gen & Revenue Systems
Know Which Lead Is Worth $40,000 Before You Call
Teach Claude to read, score, and rank every inquiry in seconds, so your best hours go to your best prospects.
Right now your $40,000 lead and your tire-kicker look identical in the inbox. They get the same follow-up, in the same order, whenever someone gets to it. First come, first served feels fair. It's quietly costing you your best clients.
This guide gives you a complete lead scoring system built on Claude: the Signal Inventory to find the data you already have, the Fit and Fire Method to design the score, the Easy-to-Use Rubric to run it without writing code, and the Tuesday Tune-Up to make it sharper every week. Plus a week-by-week 30-day rollout plan.
Montalvo Corp builds AI systems for law firms, medical practices, financial advisors, trades, and ministries. No developer jargon, no bloated software pitches. Just working systems explained in the language you actually run your business in.
Inside the guide
Audit the lead data you already collect and grade which signals actually predict revenue
Design a 0-100 score with the Fit and Fire Method, plus the four-tier action table that tells your team exactly who to call first
Write a Easy-to-Use Rubric that lets Claude score any lead in seconds, with a real financial-advisor example you can copy
Test your scoring system against past leads so you trust it before a single live lead runs through it
Run the 20-minute Tuesday Tune-Up that catches false alarms and missed gems, and tunes your score every week
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Go further
The guide is the thinking.
This is the doing.
The AI Advantage Playbook: Turn Claude Into Your Best Employee in 30 Days. Every framework from all 95 guides, distilled into one execution system: the checklists, the prompts, the build order, and the guardrails.
One-time payment. Instant download. Built for operators, not engineers.
Common questions
What is Building Lead Scoring With Claude?
A step-by-step system for teaching Claude to score every lead the way your best person would, so your team calls the right prospects first. No code, no new software, live in 30 days. It's a free 12 min guide from Montalvo Corp, available as an instant PDF download.
What will I learn in this guide?
Audit the lead data you already collect and grade which signals actually predict revenue. Design a 0-100 score with the Fit and Fire Method, plus the four-tier action table that tells your team exactly who to call first. Write a Easy-to-Use Rubric that lets Claude score any lead in seconds, with a real financial-advisor example you can copy. Test your scoring system against past leads so you trust it before a single live lead runs through it. Run the 20-minute Tuesday Tune-Up that catches false alarms and missed gems, and tunes your score every week.
Who is this guide for?
Business owners and operators, especially legacy professionals (law, medical, financial, trades, professional services) and faith-based organizations. Difficulty level: Beginner. No technical background required.
How do I get the guide?
Enter your name and email at montalvocorp.com/guides/lead-scoring-claude and the PDF arrives in your inbox immediately, free.
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