Qualify and Score Inbound Leads Automatically (Claude Cowork Self-Install Kit)

Walk into every day knowing exactly which leads are ready to transact.

You spend two hours a day calling leads who aren't ready to buy for another year, and half of them ghost you after the first call. You've got 80 leads in your CRM and no real way to tell which three are worth your time today.

The leak isn't your call skills. It's that every lead lands in the same undifferentiated pile, so the good ones get the same cold treatment as the tire-kickers until someone else signs them.

What this kit does

An AI conversation agent texts or chats with every new lead, asks about timeline, financing status, and property criteria, then scores and tags the lead in your CRM before you ever pick up the phone. You only call the leads flagged as ready to transact in the next 90 days.

What you can expect

Unqualified call time drops by about 60% within the first 30 days, and every inbound lead gets contacted and scored before you dial. You spend your calling hours on prospects flagged ready to move, not on the list at large.

Who it's for

Built for real estate agents carrying more inbound leads than they can personally work in a day. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

It earns its tier on leverage: it works your entire lead list around the clock and hands you back the hours you'd lose chasing prospects who weren't ready, so your time goes to the deals that close.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork account and a kvCORE, Ylopo, or Structurely account. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect your lead tool at claude.com/connectors and authorize your account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing lead scoring software, this is the install-it-once alternative. You set it up yourself and keep it, with no monthly seat stacked on top of your CRM. Add it to your cart, open it in Claude Cowork, and score your inbound today.