Fit Filter
Spend your calendar on buyers, not browsers.
Score and enrich every inquiry against your real definition of a good customer.
30 minutes, no cost. You’ll leave knowing whether Fit Filter is the right first step.
Sound familiar?
- “Half my calls are with people who were never going to buy.”
- “Good leads wait while I talk to tire-kickers.”
- “I can spot a bad fit, but only after the call.”
If that’s your week, Fit Filter was built for it.
What changes
Not every inquiry deserves a call. Fit Filter turns your best and worst past customers into a scoring rubric, so you can see who’s serious before you book time with them.
Before
- Every inquiry gets a call.
- Tire-kickers fill the calendar.
- Good leads wait behind them.
After
- Each lead arrives enriched, scored and with a reason for its score.
- Strong fits get fast-tracked. Weak fits get a nurture path.
- Rejected leads are reviewed monthly, so nothing good slips through.
Why it’s worth doing
Four things decide whether anything is worth your time: how big the result is, how sure you can be that it works, how long it takes, and how much it asks of you. Here’s how Fit Filter measures up.
The result (bigger is better)
Your sales time goes to the deals that close.
Why it works (more certainty is better)
The rubric comes from your own great, fine and regret customers, not a generic lead score.
How fast (less waiting is better)
Live in 2–4 weeks.
Your effort (less is better)
One workshop grading past customers, then a monthly look at the rejects.
Everything you get
Fit Filter, piece by piece. Built on tools you already use or can buy off the shelf.
Customer grading workshop
We grade your last 20 customers as great, fine or regret, and find the pattern.
The Scoring Rubric
That pattern, written down as a rubric anyone can apply.
Enrichment and scoring
Built into your CRM, so every lead arrives with context and a score.
Routing rules
Fast-track, nurture or decline, set by you.
Monthly reject review
A check on the leads it turned away, to catch bias or mistakes.
Ongoing care
Monitoring, tuning as your business changes, fixes when a connected tool changes, and a 30-minute review with me every month. Cancel with 30 days’ notice.
Plus two bonuses
- Bonus 1
Ideal-customer one-pager
A single page describing who you’re for, useful for sales, marketing and outbound.
- Bonus 2
A polite “not a fit” reply
A kind way to say no that leaves the door open.
Want to see it on your own work? Bring a real example to the call.
Book a free consultationHow it works
Grade your customers
Great, fine or regret, for your last 20.
Find the pattern
Turn it into a scoring rubric.
Score every lead
Enrichment and scoring in your CRM.
Review the rejects
Monthly, so the rubric stays honest.
The math
Fewer calls
and more of them worth having
The number to watch is the share of sales calls that were actually qualified. It usually moves in the first month.
Every figure here is an illustration. On the call, I run it with your hours, your rates and your deal sizes.
Run the numbers with meIs it right for you?
It’s for you if
- You get a steady flow of inbound inquiries.
- Too many of your calls are with people who don’t buy.
- You have at least 20 past customers to learn from.
Skip it if
- You get only a few inquiries a month. Talk to all of them.
- You don’t use a CRM or a shared lead list yet.
Questions about AI lead scoring
How do I qualify leads automatically?
Write down what separates your best customers from the ones you regret, turn that into a scoring rubric, and score every new lead against it with data enrichment. A person still reviews the leads it turns away.
What is lead scoring?
Lead scoring gives each lead a score based on how closely it matches your ideal customer and how ready it seems to buy, so you know who to talk to first.
What is lead enrichment?
Lead enrichment automatically adds details about a lead, like company size, industry and the person’s role, from data providers, so you don’t have to research each one by hand.
How do I stop wasting sales calls on bad-fit prospects?
Score leads before you book a call. Fast-track the strong fits, and send weak fits a helpful nurture path instead of a meeting.
Does AI lead scoring work for a small business?
Yes, if it’s built from your own customers rather than a generic model. About 20 past customers is usually enough to find a useful pattern.
Won’t we turn away good customers?
That’s what the monthly reject review is for. Nothing is declined silently, and we adjust the rubric when a good lead slips through.
Do we need a CRM?
It works best with one. If you don’t have one, a simple shared list can work to start.
What does enrichment cost?
Enrichment tools charge per lookup. I pass those costs through as they are and pick the cheapest setup that does the job.
What does it cost?
It depends on the tools you use and how much setup is involved. Every solution is a one-time setup plus optional ongoing care, and you get a fixed quote before anything starts. On the free call, I’ll tell you honestly whether it’s worth it for your numbers.
Name your best and your worst customer. I’ll show you what separates them.
30 minutes, no cost, no pressure.