Score sales leads in a spreadsheet
Rate every lead in a CRM or event export as a poor, possible or strong fit, so you know who to call first. Free, no sign-up.
or drop it here
CSV, Excel, Parquet or JSON. Up to 100 MB or 100,000 rows per file.
No file handy?
1. Columns to read
Pick the columns that help decide. They're read in the order you click them.
Numbers and dates can help, but they're less useful than text: they're read as words, so there's no math or date comparison. Include a text column for the best results.
2. What to decide for each row
3. Review
Preview first to check the results. Previews are free and don't count toward your daily limit.
Not quite right? Reword the question, describe the categories more clearly, or choose different columns, then preview again.
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Lead lists from trade shows, webinars and sign-up forms mix real buyers with students, competitors and window shoppers. Scoring rules in a CRM need setting up and only look at fields like company size, not what people actually said or did.
Describe what a good customer looks like, pick the columns to read, and each lead gets a fit level with a score. Combining the company, the person's title and their latest activity usually works better than any single field.
How to do it
- Export leads from your CRM, spreadsheet or event platform with company, title and any notes or activity.
- Select those columns and choose "Rate on a scale". Describe each level in concrete terms.
- Preview, adjust the level descriptions, then sort the downloaded file by score.
Example
Real results from the sample file (sales leads). The last row shows a case the model wasn't sure about, flagged for you to check:
| Company | Latest activity | Lead score | Needs review |
|---|---|---|---|
| Maple Dental Group | Asked about scheduling software pricing for all offices | Strong fit (97%) | |
| Bright Kids Daycare | Downloaded the free checklist | Poor fit (95%) | |
| Riverbend School District | Sent an RFP with a deadline next month | Strong fit (34%) | Yes |
Tips for better results
- Describe each level with real situations: "Strong fit: asked for a demo, a quote or a trial" beats "high intent".
- Say who you sell to in the question itself, e.g. "for scheduling software sold to businesses with several locations".
- Numbers like employee counts are read as text, so describe size in words in your levels ("several locations", "single shop").
Questions
Does it replace lead scoring in my CRM?
It's a quick way to score a list without setting up rules. Many people use it to triage event or import lists before adding them to the CRM.
What columns should I include?
Company, job title, and anything about intent: form answers, notes, last activity. Leave out columns that don't help decide.
Can I use more than three levels?
Yes, up to 10. Describe each level clearly; levels that sound alike are hard to tell apart.
More things you can do
- Categorize bank transactions
- Sentiment analysis in Excel
- Classify support tickets
- Categorize survey responses
- Detect spam submissions
- Categorize products
Or classify your spreadsheet any other way you like.