◆ Live Example — this is what the lead scorer routes past your gatekeeper
In action · Lead Scorer

Every inbound lead scored.
Only fits hit your calendar.

A 0–100 fit score runs on every form fill, referral, and warm intro before it turns into a Calendly booking. Your discovery calls become people you'd actually take on.

◆ Ditch the old way
Replaces an open calendar and a gut feeling
Built with Claude Installed in your firm Runs every Monday morning

Three inbound leads. Three different answers.

Same contact form. Different people. Here's how the workflow scored each one overnight.

James Merchant
91
◆ Book the call
  • Investable assets$2.1M
  • Age / life stage62, pre-retiree
  • GeographyIn-state
  • Referral sourceExisting client
  • Urgency signalRetiring Q4
  • Current advisorNone
  • Complexity fitISO exec comp
Why it scored 91: Every signal clean. Referral from an A-client, decisive timing, complexity matches your niche. Book inside 48 hours — this one closes.
Rachel Tanaka
54
↻ Nurture, don't book yet
  • Investable assets$480K
  • Age / life stage47, mid-career
  • GeographyIn-state
  • Referral sourceWeb search
  • Urgency signal“Just exploring”
  • Current advisorEdward Jones
  • Complexity fitLow — basic IRA
Why it scored 54: Below your $1M minimum, but decent geography and a growth trajectory. Not a discovery call yet. Drop them into the nurture sequence and re-score in 9 months.
Kevin Walsh
22
✕ Route to decline template
  • Investable assets<$50K (stated)
  • Age / life stage38
  • GeographyOut-of-state
  • Referral sourceGoogle ad
  • Urgency signal“Debt help”
  • Current advisorNone
  • Complexity fitNot your service
Why it scored 22: Wrong service — they need credit counseling, not an RIA. Auto-send the kind-but-firm decline template with 3 referral resources. Don't touch your calendar.

The signals, weighted.

The scoring model is built in week one and tuned to your actual ICP — not a generic template.

Investable assets vs. your minimumPulled from form + LinkedIn + property records
25 pts
Life stage / age fitYour niche is pre-retiree? This weights higher.
18 pts
Referral source qualityA-client referral vs. web form vs. paid ad
15 pts
Complexity fitDoes their situation match what you actually do?
14 pts
Urgency / trigger eventRetirement window, business sale, life event
12 pts
GeographyIn-state > regional > national
8 pts
Current advisor situationUnhappy at incumbent vs. no advisor vs. loyal
8 pts
Total possible
100 pts

Score ≥ 75 → direct calendar booking. 45–74 → nurture sequence. <45 → decline template. All three flows live in your shared folder.

What actually changes.

Your calendar stops being the problem.

 Open calendar approachQuiet Machines
Discovery calls / week 8–12 calls. Half with prospects below your minimum. Two hours wasted per week minimum. 3–5 calls. Every one pre-scored at 75+. Close rate triples because everybody's a fit.
Gatekeeper Your assistant guesses, or you do it yourself. Both miss. The workflow scores against your actual model in 30 seconds. Same way, every time.
Nurture Below-minimum prospects disappear. Nobody follows up. You forget them. Automatic 9-month nurture sequence. Re-scored quarterly. Some of them grow into fits.
Decline Ghost them or send a rushed "no thanks" that leaves a bad taste. Kind, specific decline with 3 better-fit referrals. They thank you. Some come back.
Transparency You never know why your calendar's full of the wrong people. Every score comes with a rationale. You tune the weights monthly until it matches your gut.
Integration Lives in your head. Not repeatable. Doesn't scale beyond you. Lives in the shared folder. Your advisors see the same score. Hand the firm off and the logic goes with it.
◆ Why this matters

Your calendar is your real product.

You can't take on everyone who wants to meet. The scorer is how you make sure the people who do get in are the people you'd have chosen yourself.

Book a demo →