For Will Schneider · The Fulfillment Advisor

Lead Cleaner

A short video from Claudia, and a free tool that turns a new lead into a brief your 3PLs can quote on.

Get the tool

Everything from the video in one folder. It runs in ChatGPT, which you already use.

Download the Lead Cleaner (zip)

Set it up in 5 minutes

  1. In ChatGPT, open Projects and create a new project called "Lead Cleaner".
  2. Paste project-instructions.txt into the project instructions.
  3. Add rulebook.md and lead-card.html as project files.
  4. Start a chat in the project, turn on web search, and paste in a lead.

In the folder

  • START-HERE.txt · the full setup steps
  • project-instructions.txt · the project instructions
  • rulebook.md · the full rules
  • lead-card.html · the lead card design
  • test-leads · four made-up leads to try first

The next step

This version is copy and paste. Connected to your Gmail and Zoho, it works on every new lead as it arrives, so each one is sorted before you open it. If that's useful, reply to my email and we'll set up a chat.