Score Inbound Leads and Get a Call-Five-Today List with Talking Points (Claude Cowork Self-Install Kit)
Start every morning with the five leads worth calling and the words to say to each.
You've got 40 leads in HubSpot and no idea which five to actually call today, so you start at the top and hope. By the time you've worked through your inbox and figured out who opened what, half the morning is gone and the leads are a day colder.
The leak isn't your follow-through. It's that nothing turns your raw pipeline into a ranked, ready-to-act call list, so prioritizing it eats the hours you should be selling in.
What this kit does
The kit scores your inbound HubSpot leads by engagement, fit, and urgency, then produces a "call these five today" list with talking points drawn from each lead's activity, drafted follow-ups, and Calendar blocks. You open it and start dialing instead of sorting.
What you can expect
Daily lead review drops from 45 to 90 minutes of inbox sorting to a 10-minute scan of a pre-ranked call list, and hot leads get a same-day call instead of a same-week one. Your talking points are ready before you dial.
Who it's for
Built for coaches and consultants, local service businesses, and solopreneurs who work their own HubSpot pipeline. 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 sits at the top tier because of what it puts in front of you, not how long it takes to set up. It turns a full pipeline into a same-day call list with the talking points already written, so the hottest leads get reached while they're still warm.
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, HubSpot, and Google Calendar accounts. HubSpot and Google Calendar both have free tiers that cover this workflow. 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 HubSpot and Google Calendar at claude.com/connectors and authorize your accounts. 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. Add it to your cart, open it in Claude Cowork, and build tomorrow's call list today.