LEAD CLEANER
For The Fulfillment Advisor. Free to use.

WHAT IT DOES
Paste in a new lead (the form email, the lead's reply, your call notes, or all three).
You get back, in the same layout every time:
  1. A snapshot: what they need, and how close the lead is to ready
  2. A fact sheet: every detail a 3PL needs, marked with where it came from
     (the form, the lead, or their website)
  3. A draft email back to the lead, asking only what's still missing
     (5 questions at most, plus anything it found on their website for a quick yes).
     Read it before you send it. You're the one sending.
  4. The vendor brief, once all 13 key points are in. It leaves out anything that
     identifies the lead (name, email, phone, company, website, town), so their details
     stay with you. For warehouse-space leads you get a lease requirement instead.
  5. A one-line note for Zoho
  6. The lead card: a visual summary with the 13 key points ticked off

When the lead replies, paste their reply in the same chat. It updates the same fact sheet.


WHAT'S IN THIS FOLDER
  project-instructions.txt   the instructions for the ChatGPT project
  rulebook.md                the full rules (project file)
  lead-card.html             the lead card design (project file)
  test-leads/                four made-up leads to try it with


SET IT UP IN CHATGPT (about 5 minutes)
  1. In ChatGPT, click "Projects" in the left sidebar, then "New project".
     Name it "Lead Cleaner".
  2. Open the project settings and find "Instructions".
     Copy everything in project-instructions.txt and paste it in. Save.
  3. Add two project files: rulebook.md and lead-card.html.
     Keep the file names as they are. The instructions look for them by name.
  4. Start a chat inside the project. If you see a web search option in the message box,
     turn it on, so it can check the shipper's website.
  5. Paste in a lead. That's it.

If the lead card doesn't show up at the end, type "show the lead card".

The same steps work in a Claude Project: paste project-instructions.txt into the project
instructions and add the two files to the project knowledge.


TRY IT FIRST
Each file in test-leads has a "PASTE FROM HERE" line. Copy everything below it.
  lead-1    a candle maker's form. Paste it and read the result.
  lead-1b   her reply. Paste it in the same chat. You'll see the finished brief.
            (This is the one from the video.)
  lead-2    a messy form with answers that contradict each other
  lead-3    a warehouse-space lead (goes to your real estate side)
None of these businesses or people are real.


GOOD TO KNOW
  - It looks up the business only (website, product catalogue, shipping policy),
    never the person.
  - Anything it finds online goes to the lead to confirm before a 3PL sees it.
  - It never guesses order numbers from the web. Those only come from the lead.
  - Your site promises leads their contact details are kept confidential. To keep
    lead details out of model training, turn off "Improve the model for everyone"
    in ChatGPT's Data Controls settings, or leave the phone number out when you paste.


Made by Claudia Rodriguez, Blink Bridge AI
claudia@blinkbridge.com.au
