MCP-driven workflow · for founders & sales-led teams

New inbound leads in.Drafted meeting invites out.

Four Claude Skills read your new inbound leads through your own CRM and inbox, score each one, and draft a first-touch reply that proposes real open times from your calendar — for the leads that can actually buy. It reads and drafts only. It never sends and never books; you do.

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Five deliverables · MCP workflow
Four Claude Skills (read → score → draft → queue)
workflow
Lead-scoring engine (Python)
runnable
Scoring workbook (.xlsx)
reproduces it
First-touch & cadence playbook
playbook
Speed-to-lead tracker + sample list
tools
Bring your own
Google Calendar · CRM (HubSpot / GHL) · Gmail MCP
01.The Problem

A qualified lead that waits an hour is a meeting you lose.

more meaningful conversations when a qualified lead is reached within the first hour, not the next day.

~70%

of sales hours go to leads that never had a shot — time the wrong leads steal from the right ones.

1 by 1

the manual path: open the lead, judge it, write the reply, check the calendar, propose times. Per lead.

The workflow collapses that manual path to a review-and-send. The figures above are widely reported industry ranges, not a promise about your pipeline.

02.How It Runs

Four Skills, one pass: read, score, draft, queue.

01 Read
Reads new inbound leads

Through your own HubSpot or GoHighLevel CRM and Gmail MCP — the form-fills and replies that just arrived.

02 Score
Scores each one

The same five-signal model as the Inbound Lead Qualification Engine → BOOK NOW / NURTURE / DECLINE, with the meeting-readiness gate.

03 Draft
Drafts the meeting outreach

For BOOK NOW leads, a first-touch reply in your voice that proposes real open times read from your Google Calendar.

04 Queue
Assembles the queue

One prioritized contact list and a speed-to-lead tracker — who to reach first, and who's still waiting.

Try a lead
5

industry, size, geography vs your ideal customer

5

pricing-page visits, demo request, repeat engagement

5

deciding in the next 30–90 days?

4

reaching a decision-maker with budget?

5

how recently did they act?

Score
97.0/100
BOOK NOW

Draft a first-touch reply proposing real open calendar slots.

Drafts only — the workflow never sends or books for you. A BOOK NOW verdict means draft a reply proposing real open times; it is not permission to contact. Confirm consent first.

Run the full workflow
03.The Engine

One command scores the list and names the lead to contact first.

Under the four Skills is a runnable Python engine — the same one the workbook reproduces. It reads a CSV export, scores every lead, applies the gate, and rolls up a contact-priority summary. Here is its real output on the included eight-lead sample — note the two high-scoring leads the gate holds back from a meeting, and the one it declines:

================================================================
  LEAD-TO-MEETING ENGINE
  Score -> meeting action. Drafts only; you send and book.
================================================================

  Model: 0-5 marks x weights (Fit / ICP match 30 / Intent / behavioral signal 25 / Timeline 20 / Authority / budget reach 15 / Engagement recency 10) -> 0-100
  Thresholds: BOOK NOW >=70  |  NURTURE >=45  |  DECLINE <45
  Gate: no budget authority OR no timeline -> cannot be BOOK NOW

----------------------------------------------------------------
  Northwind Logistics           97.0  BOOK NOW
      -> Draft a first-touch reply proposing real open calendar slots.
  Brightpath Dental Group       83.0  BOOK NOW
      -> Draft a first-touch reply proposing real open calendar slots.
  Vertex SaaS (high fit no budget)  79.0  NURTURE  [GATE]
      -> Draft a value-first nurture note; do not propose a slot yet.
      - No budget authority: cannot be BOOK NOW, capped at NURTURE.
  Apex Realty (hot but no timeline)  77.0  NURTURE  [GATE]
      -> Draft a value-first nurture note; do not propose a slot yet.
      - No near-term timeline: cannot be BOOK NOW, capped at NURTURE.
  Cedar & Co Accounting         71.0  BOOK NOW
      -> Draft a first-touch reply proposing real open calendar slots.
  Lakeside Fitness              46.0  NURTURE
      -> Draft a value-first nurture note; do not propose a slot yet.
  Tinkerer Tools (browsing only)  46.0  DECLINE  [GATE]
      -> Polite generic acknowledgment; no rep time, no slot.
      - No budget authority AND no timeline: capped at DECLINE.
  Quill Freelance (poor fit)    27.0  DECLINE
      -> Polite generic acknowledgment; no rep time, no slot.
----------------------------------------------------------------

  BOOK NOW: 3   NURTURE: 3   DECLINE: 2   (of 8)
  List verdict: MEETINGS-READY
  Contact first: Northwind Logistics (score 97.0)

  Drafts a reply proposing real open calendar slots for BOOK NOW leads.
  It never sends or books for you. Confirm consent before outreach; run a
  compliance gate for dormant or cold lists. Not legal advice.
================================================================

Zero dependencies · runs offline · the workbook reproduces every number.

04.The Standard

A model you can read, a gate you can't game, and a hard line at "send."

Your marks, no multiplier

The score is your five 0–5 marks times weights that sum to 100 — the same model as the Inbound Lead Qualification Engine. No industry average, no hidden lift estimate. Change a mark, the score moves.

The gate holds and releases

No budget authority or no timeline caps a lead below BOOK NOW, however high it scores; both missing caps it at DECLINE. Fix those two and a strong lead earns a meeting cleanly. A high fit score alone can't buy a slot.

It drafts; you send

The workflow reads and drafts only. It never sends a reply, never books or holds a calendar slot, never edits a live CRM record, and never deletes. Every outbound action stays in your hands.

The model — five signals, weights sum to 100
Fit / ICP matchw30

Industry, size, and geography against your ideal customer.

Intent / behavioral signalw25

Pricing-page visits, a demo request, repeat engagement.

Timelinew20

Deciding in the next 30–90 days, or someday.

Authority / budget reachw15

Reaching a decision-maker who can fund it.

Engagement recencyw10

Acted this week, or went quiet months ago.

BOOK NOW ≥ 70 · NURTURE 45–69 · DECLINE < 45 · gate: no authority OR no timeline → not BOOK NOW

05.What This Is — And Isn't

A drafting workflow for your own leads and calendar. Not an autopilot.

What it is
  • An MCP workflow that reads your leads, scores them, and drafts the meeting outreach.
  • Calendar-aware: it proposes real open times read from your own calendar.
  • A runnable engine + a workbook that reproduces every number, offline.
  • A queue and speed-to-lead tracker that names who to contact first.
What it isn't
  • Not an autosend or auto-booker — it drafts; you send and you book.
  • Not a contact database or an email finder — you bring your own leads.
  • Not permission to contact anyone, and not a consent or compliance check.
  • Not a guarantee of booked meetings; prospects still have to say yes.

The boundary is a hard rule. The workflow reads your CRM, inbox, and calendar and stages drafts in your own workspace. It never sends a message, never writes to or holds a calendar slot, never edits or moves a live record, and never deletes. You are always the one who sends and books.

Drafts, not permission. A BOOK NOW verdict and a drafted reply mean a lead is worth your time — they do not mean the lead has consented to be contacted or that outreach is lawful. Confirm consent before you send, and for dormant or cold lists run a compliance gate first with the Database Reactivation Readiness Engine. This is general guidance, not legal advice.

06.Who It's For

Anyone whose inbound leads cool off before the first reply goes out.

Built for
  • Founders and small sales teams handling inbound without an SDR bench.
  • Agencies and service businesses turning form-fills into booked calls.
  • Operators already on HubSpot or GoHighLevel with Google Calendar.
  • Anyone who loses qualified leads to a slow, manual first reply.
Not for
  • Anyone wanting full autopilot — this drafts and queues; you send and book.
  • Teams without a supported CRM and calendar connector to read from.
  • Hiring or tenant screening — this scores sales leads, not people in protected domains.
08.Common Questions

Straight answers on sending, the gate, the connectors, and the boundary.

No. It reads and drafts only. It scores your inbound leads and drafts a first-touch reply that proposes real open times from your calendar — but it never sends the reply and never books or holds a slot on the lead's behalf. You review, you send, you book. That read/draft-only boundary is a hard rule, not a setting.

Stop losing leads to a slow reply.
Draft the meeting in minutes.

One purchase, lifetime access, 12 months of updates. Four Skills, the engine, the workbook, a cadence playbook, and a tracker. $149, once.

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