🎮 The Next Input — Issue #021

The AI That Qualifies Your Leads

⚡ The Briefing — 60 sec

🛠️ The Playbook — Study-Mode Flashcard Factory

Mission Turn any PDF or lecture video into a spaced-repetition Anki deck—no manual highlights.
Difficulty Medium | Build time 45 min
ROI Learners save ≈ 30 min per chapter crafting study aids.

Step

Action

1

Trigger – Google Drive → file added to /Study.

2

If video – AssemblyAI extracts transcript.

3

Call ChatGPT Study Mode – Generate 20 Q&A flashcards.

4

Formatter – Convert JSON → Anki CSV.

5

AnkiConnect – Auto-import deck.

6

Slack Push – DM user “Deck ready”.

7

Fail-safe – On error, log to Sheets + notify #study-alerts.

Pro tip: Tag cards with subject so Anki stats reveal weak topics.

🗺️ The Side Quest

Reader question:
“New sign-ups keep pouring in, but I can’t research and qualify them all. How can an AI agent act as a Sales Development Rep—scoring leads and drafting outreach?”

Below is the field-tested blueprint.

1. The Goal & Philosophy

Create personalised outreach at impossible scale. An AI SDR isn’t only faster—it ensures every promising lead gets a tailored hello instead of rotting in a spreadsheet.

2. The Qualification Brain

Define an Ideal Customer Profile the model can score against:

  • Industry → SaaS, Fintech get +25

  • Employee count → 50-500 gets +25

  • Tech stack → Uses Stripe or Snowflake gets +25

  • Funding → Series A+ within 24 months gets +25

Sum the points: A (90-100), B (70-89), C (40-69), D (0-39).

3. The Tech Stack

  • Trigger: HubSpot (new contact) or Stripe (new subscriber)

  • Enrichment: Clay or Clearbit API

  • Model: GPT-4o or Claude 3.5

  • Router: Make.com (or Zapier Paths)

4. Step-by-Step Workflow

  1. New Sign-up fires webhook.

  2. Enrichment pulls firmographic & technographic data.

  3. AI Scoring ranks the lead A-D using the ICP rubric.

  4. Branching Paths

    • A/B leads: AI drafts bespoke email → HubSpot task “Approve & Send”.

    • C/D leads: Auto-add to nurture sequence in Customer.io.

  5. Logging writes score + email draft back to HubSpot for visibility.

5. The “Magic” Prompt

You are an SDR. Using the JSON below, write a 120-word email: 1-line hook referencing {industry pain}, 2-line value prop tied to {tech_stack}, 1 clear CTA. Casual-professional tone.

Pass the enriched JSON so the model can drop funding news or tech-stack call-outs naturally.

6. The Human Checkpoint

High-value (A) emails require a manual “Send” click—grow revenue, not regrets. Lower-tier outreach fires automatically.

Pro-Tip
Cache enrichment for 24 h—Clay’s Enrichment Store avoids burning credits when the same domain signs up twice.

🎯 The Arsenal — Tools & Prompts

Asset

What it does

Link

Clay Enrich API

One-shot firmographic + technographic enrichment.

https://clay.com/api

SvelteFlow

Visual builder for Anki-ready CSVs.

https://svelteflow.io

Guardrails Hub

Stress-tests prompts for policy compliance.

https://guardrailshub.ai

Prompt: 1-Line Win Story

One paste → brag tweet.

Write a 1-line tweet bragging our AI SDR booked 3 calls overnight. Hype but credible.

💡 Free Office Hours

Need an AI SDR or flashcard factory?
Book a free 15-minute Office Hours slot—no sales pitch, just workflows solved.

🕹️ Game Over

Automate one lead-score tonight—tomorrow’s pipeline will thank you.
Share your win; you could headline Issue #022.

Aaron
Automating the boring. Amplifying the brilliant.

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