Guides for Running Smarter Outbound
Bite-size, plain-language guides to the LeadScore AI workflow — how to get leads in, how scoring decides who deserves your time, and how to get the most out of every capability.
Get Leads In and Get Moving
The core principle: import your leads — from a spreadsheet, your CRM, or a pasted link — and let initial scoring hand you a ranked list.
Getting Started With LeadScore AI
The core LeadScore AI workflow in five minutes: get your leads in (spreadsheet, CRM sync, or a pasted link), let initial scoring rank them, and start your first focused calling block.
Read the Guide →Import Leads From a Spreadsheet
How to bulk-import leads from CSV or Excel into LeadScore AI: guided column mapping, automatic dedupe, email and phone validation, and scoring on the way in.
Read the Guide →Sync Leads From Your CRM
Connect HubSpot or Pipedrive to LeadScore AI: pull your existing records, get them deduped, validated, and scored, and keep working in the tools you already own.
Read the Guide →Build Your Ideal Customer Profile
Your ICP is the scoring model everything else runs on. How to describe your best customers, set disqualifiers, and tune weights so LeadScore AI ranks leads the way your best rep would.
Read the Guide →Understand the Score
What the number means, where it comes from, and why your reps can trust it.
One Page per Capability
A short, practical guide for every part of the workspace — what it does, how to use it, and one tip that pays for the read.
Deep Research: From a Link to the Whole Story
Paste a LinkedIn profile, company page, or website and get the full picture — people, news, buying signals, and contacts from 23+ sources — attached to the lead record.
Read the Guide →Email Outreach: Campaigns From a Scored List
Send personalized campaigns to thousands of scored leads: templates and merge fields, scheduled server-side sending, reply tracking, and suppression built in.
Read the Guide →Unified Inbox: Every Reply in One Place
Email, SMS, WhatsApp, and call outcomes land in one team inbox and write back to the lead record — so the conversation and the score finally live together.
Read the Guide →Run a Speed Dial Block
How calling works in LeadScore AI: build a ranked queue, power through dials with voicemail drop and the live call coach, and log outcomes in one tap.
Read the Guide →Build Your First Playbook
Multi-step playbooks in LeadScore AI: email → wait → SMS → task → call sequences on scored segments, running server-side with live progress, cancel, and reply-aware handoff.
Read the Guide →Sell From Your Pocket: The Mobile App
The LeadScore AI mobile app is a voice-first pipeline: a ranked daily call list, one-tap dialing, and voice notes that transcribe and file themselves.
Read the Guide →The LinkedIn Connector, Minus the Spam Cannon
Score any LinkedIn profile or company page where you found it, capture it in one click, and reach out like a person — never an auto-DM bot on your account.
Read the Guide →Ideas Behind the Product
Signal-based selling, pipeline math, and keeping outreach human — essays from the founder on why LeadScore AI works the way it does.
The Best Guide Is Your Own Data.
Import a list and watch the workflow run on leads you actually care about.