MISSION

AI lead scoring that grades every first call against your rubric

Form fields say who a lead is. The first call says whether they'll buy. This mission grades every discovery call against your rubric and shows which sources bring leads that close.

Inspired by

Fathom team

Mission type

Account & Deal Intelligence

Best for

Sales
Operations / RevOps

Output

A daily lead-quality report and a score on each deal

System used

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What it does

This mission is AI lead scoring built on what buyers say. Each evening, ChatGPT or Claude pulls the day's first calls through Fathom and grades each lead against your rubric: fit, pain, urgency, budget and authority. Every grade comes with a short reason and a quote.

Over a few weeks the grades show which lead sources and pain points turn into closed deals. Save the score to the deal in HubSpot so reps and managers see it in the pipeline.

Who it's for

Sales managers and RevOps leads running a high volume of discovery calls who want to know which leads are worth the most time.

The flight plan

Schedule it at the end of each day, and send the report to the manager only.

  1. Write your grading rubric: the criteria and what an A, B, C or D lead looks like.
  2. Connect Fathom to ChatGPT or Claude, along with HubSpot if you want scores on the deal.
  3. Run the starter prompt on a day of first calls and compare the grades with your own.
  4. Adjust the rubric until the grades match your judgment.
  5. Review grades against closed deals each month to see which sources perform.

RULES

Grade against your written rubric, not general impressions.

Quote the buyer behind each grade.

Only grade first or discovery calls.

Send the report to the manager, not the whole team.

Leave a grade blank when the call didn't cover enough.

What good looks like

A good grade tells you why to chase or drop a lead. A mediocre one is a number with no reason.

GOOD

"B (fit A, urgency C). Strong fit: 40-person sales team on HubSpot. Pain: 'reps skip notes on half their calls.' Low urgency: 'probably next quarter.' Source: webinar."

MEDIOCRE

"Lead score: 72."

STARTER PROMPT

⧉ Copy

Use Fathom to find today's first or discovery calls. Grade each lead A, B, C or D against this rubric: [paste rubric].

For each lead, give the grade, a one-line reason, a supporting quote and the lead source if it was mentioned. If the call didn't cover enough to grade, say so. Return one report I can review privately.

FAQs

Questions? We’ve got you covered.

How do I score leads with AI?

Write a rubric for what a good lead looks like, then have ChatGPT or Claude grade each discovery call against it through Fathom. Calibrate the grades against your own judgment before relying on them.

How is this different from lead scoring in my CRM?

CRM lead scoring usually runs on form fields and email clicks. This mission scores leads on what they said on the call, like their pain, urgency and who decides.

Which Fathom plan do I need to run this skill in ChatGPT or Claude?

Any Fathom plan, including Free. The skill reads your calls through Fathom's MCP integration with ChatGPT and Claude, which is on every plan.

What is AI lead scoring?

AI lead scoring uses AI to rank leads by how likely they are to buy. Scoring from sales calls adds signals a form can't capture, like urgency and the buyer's own words about their problem.

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