A robot sizes every lead,
so I chase the big ones.
The moment someone fills my form, a robot finds their revenue and company size, scores them, and sends the biggest accounts straight to my best closer. Here is exactly how it works, and a few prompts you can use to build your own.
One form in. The big accounts on top.
The robot sizes every new lead the second they arrive, scores them by how much they could really be worth, and pushes the biggest ones to your best closer. Here is who it’s for, what goes wrong without it, how it works under the hood, and what you get back.
Who the 80/20 lead filter is for
Anyone who sells to other businesses and gets leads through a form. Agencies, consultants, software, services. If your leads all look the same when they arrive, you are spending big-account hours on small-account money right now.
What goes wrong without the 80/20 lead filter
Leads come in one after another, all looking identical. You work them in order and waste your best hours on tiny accounts. The handful that could pay ten times more sit in the same queue, and some go cold before you reach them.
How the 80/20 lead filter automation works
The moment a lead fills the form, the robot finds their company size, rough revenue, and industry. It scores each one. Then it sends the biggest, best-fit accounts straight to your best closer, with the details attached.
What the 80/20 lead filter gives back each month
Your time goes where the money is. The big accounts get your sharpest person and your fastest reply. The small ones still get handled, just not at the cost of the deals that matter.
The problem the 80/20 lead filter solves
For a long time my leads came in one after another, in the order they signed up. A form, a name, an email, and a fresh row at the bottom of the list. I worked them top to bottom, the way most people do, and I felt productive doing it.
I wasn’t. I had no idea which lead was actually worth my time. A one-person shop and a company with two hundred staff looked exactly the same on my screen. So I treated them the same, and I gave my best hours to whoever happened to arrive first.
That meant I spent most of my week chasing small accounts. They took just as long to close as a big one, sometimes longer, and they paid a fraction of the money. Meanwhile the rare large lead waited in the same queue, and once or twice it went cold before I got to it.
So I built a robot to do the part I couldn’t see. The moment a lead fills my form, it quietly finds how big their company is, roughly what they earn, and how many people they employ. Without me contacting anyone. Then it scores each lead on that.
That changed everything. The big accounts now jump to the top and land on my best closer’s desk first, with the company details already attached. I stopped guessing which lead mattered, and I stopped losing the ones that did.
Proof point: business-data tools like Clearbit exist precisely because a company’s size, industry, and rough revenue are public and tied to the email a lead already gave you, so the robot can fill them in without ever asking.
Three moves that put your time where the money is
What made this work wasn’t the tool. It was a clear way of thinking about a lead the moment it arrives. Three moves, made in order. Skip any one and you’re back to a queue that treats a giant and a hobbyist the same.
Size the lead automatically
The first move is to learn how big each lead really is, without asking them anything. The moment they fill the form, the robot looks up their company size, rough revenue, and industry from public business data tied to their email. No survey, no extra fields, no slowing them down. In seconds you know whether a giant or a one-person shop just signed up.
Sort by real potential
The second move is to turn those facts into one simple score. A bigger company in the right industry scores higher than a tiny one outside your sweet spot. Now your leads are not a flat list in arrival order, they are ranked by how much each one could actually be worth. The deals that matter rise to the top on their own.
Route the big ones to your closer
The third move is to act on the score before anything goes cold. The highest-scoring leads get routed straight to your best closer, fast, with the company details attached. The smaller ones go to a normal queue or a self-serve path. Your sharpest person spends their day on the accounts worth ten times the rest.
Move one tells you how big each lead is. Move two ranks them so the right ones rise. Move three makes sure the big accounts hit your best person while they are still warm.
The old sequential queue
- Leads worked in the order they arrive
- A giant and a hobbyist look identical
- Best hours spent on small accounts
- Big leads wait, some go cold
- You never know which lead is worth chasing
The big-account filter
- Every lead sized the second it arrives
- Revenue, staff, and industry attached
- Leads ranked by real potential
- Top accounts routed to your best closer first
- Your time goes where the money is
How I size a lead the moment it arrives
The whole thing starts with sizing. Instead of staring at a name and an email and guessing, you let a robot fill in the facts about that company automatically. Here’s the prompt I used to plan it.
Plan your lead-sizing step
When a new lead fills my form, I want to automatically find out how big their company is, without asking them any extra questions or contacting them. Help me with three things, in plain English, no jargon: 1. Which details about a company are worth pulling in (for example rough revenue, number of staff, industry, and country). 2. What I can look those details up from, using only the email or company name the lead already gave me. 3. One simple sentence that tells me, at a glance, whether a lead is a big account or a small one. Keep it simple enough that a non-technical person could set it up this week. Output as a short checklist.
The first time I saw a lead arrive with its company size and rough revenue already filled in, I knew the guessing was over. You can keep your normal form exactly as it is, the sizing happens quietly behind it.
How I turn those facts into one simple score
This is where a pile of facts becomes a decision. You give each lead one number that says how much it could be worth, so the big ones rise to the top on their own. Here’s the prompt I use to design that score.
Design your lead score
I want to give every new lead one simple score from 0 to 100 that tells me how much it could be worth, so the best ones rise to the top of my list. Help me design it: - List the few things that should push a lead's score UP (bigger company, right industry, right country, and so on). - List the few things that should pull it DOWN (too small, wrong industry, outside the places I sell to). - Suggest three simple bands: hot (send to my best closer), warm (normal queue), and cold (self-serve), with a score range for each. Keep it to the smallest set of rules that still feels accurate. Output as a simple table: signal, points, and the three bands.
Start with two or three signals that matter most, like company size and industry, and add more only when the numbers justify it. The goal is not a perfect score. It is a list where the leads worth ten times the rest sit clearly on top.
The 3-minute overview of how this works
Before the build steps, watch this short overview. It’s the exact video from the Automations Made Easy page, and it walks through the mechanics behind machines like this one. 1,000+ students have used these mechanics to save two hours a day, with zero coding.
Want to build a lead filter like this in your business?
1,000+ students. Save 2 hours a day. No coding required. In Automations Made Easy you’ll learn the simple skills to build little machines that do the sorting for you, including a lead-sizing filter just like this one.
What changed when every lead arrived already sized
I switched one month of leads from the old queue to the sized one and left everything else the same: same traffic, same offer, same team.
On the old queue I worked leads in arrival order. On the new one, the robot sized all of them and pushed the top scorers to my best closer first. Same leads, but now the roughly 3 in 10 worth real money got my sharpest person while they were warm, instead of waiting behind seven small accounts.
Same lead volume, same offer
Old way: every lead worked in arrival order
New way: the top ~3 in 10 routed to the best closer first
And every one arrives already sized, with revenue and staff attached
Keep the math modest. Say one rightly-prioritised big account a month is worth about $300 more than the small one you’d have chased instead. That’s roughly $3,600 a year, and compounded over five years it’s more than $18,000 you keep, for something that runs itself. Even at one extra big win a month, that gap is the difference between a busy week and a profitable one. I’ve documented my real numbers on YouTube, in A Day In My Life and my income streams breakdown.
The small accounts didn’t disappear, they just stopped stealing the hours that belonged to the big ones. Nobody got dropped, but the deals that mattered finally got seen first.
I wrote more about building little sorting machines like this in my Substack, including how I keep them all running with a few hours a month.
How I route the big ones without dropping the rest
A score is useless if nothing happens with it. The trick is to act on it the second it lands, so the big accounts hit your best person while they are warm and the small ones still get a path. Here’s the prompt I use to design the routing.
Design your routing rules
Once a new lead has a score, I want to send it to the right place automatically, so my best closer gets the big accounts first. Help me with: - A simple rule for the hot leads (where they go, who gets them, and how fast someone should reach out). - A simple rule for the warm leads (a normal queue or follow-up sequence). - A simple rule for the cold or tiny leads (a self-serve path, so they're still handled without eating my best hours). Tone: practical, like instructions a new assistant could follow. Output the three rules, then one line on how to spot if a good lead ever slips into the wrong group.
Once the routing runs on its own, your best closer wakes up to the biggest accounts already on their desk. The small leads still get answered, just not at the cost of the deals worth ten times more.
How I keep the filter honest
A filter you never check slowly drifts. The last prompt sets up a simple scoreboard so you can see whether the big accounts really are closing better, and catch any good lead the score got wrong.
The simple filter scoreboard
Help me design a dead-simple scoreboard for my lead-sizing filter. For each month I want to see, at a glance: - How many leads landed in hot, warm, and cold - Which band actually closed the most money - Any deal that closed big but was scored low (a miss to learn from) - How fast my best closer reached the hot leads No fancy charts. Just one screen that tells me whether the filter is sending the right leads to the right place, and the single rule I should tweak next. Output the list of numbers to track, then two short paragraphs on how to read them and what to change first.
With this in place you stop trusting the score blindly. You can see which band prints the money, tighten the rule that misfired, and let the filter get sharper every month.
How to build the 80/20 lead filter, step by step
Catch the lead the moment the form is filled
First, connect your form so the automation fires the instant someone signs up. One-time setup, no code. From now on, every new lead kicks off the machine on its own, before anyone on your team has even seen the name.
Look up how big the company really is
Move 1 from the playbook becomes real here. The robot takes the email or company name and quietly fills in the company size, rough revenue, and industry. No typing from the lead, no work from you. You now know whether a giant or a one-person shop just arrived.
Score the lead by what it could be worth
Move 2 in action. The robot turns those facts into one simple number. A bigger company in the right industry scores high, a tiny one outside your sweet spot scores low. The lead is no longer just a name, it’s a ranked place in your list.
Sort the whole pile so the best rise
With every lead scored, the flat queue becomes a ranked list. The leads worth ten times the rest sit clearly on top, the small ones drop to the bottom. You can finally see, in one glance, where your time should go this week.
Route the big ones to your best closer
Move 3. The highest-scoring leads go straight to your sharpest salesperson, fast, with the company details attached. The smaller ones flow to a normal queue or a self-serve path. The right lead reaches the right person while it’s still warm.
Let it sort every lead on autopilot
Now the machine runs without you. Every new lead gets sized, scored, and routed the moment it arrives, day and night. You wake up to a clean, ranked list with the biggest accounts already on top. The boring sorting is gone for good.
A lead fills your form
Just a name and an email, like always
The robot sizes the company instantly
Revenue, staff, and industry, all automatic
It scores and ranks the lead
The big accounts rise to the top of the list
It routes the big ones to your best closer
You wake up to the deals that matter, already on top
Want to build this in your own business?
Automations Made Easy teaches you, step by step, how to build little sorting machines like the one you just read about. Zero coding. Plain English. 1,000+ students have already used it to put their time where the money is.
The proof, six months of sized leads
Here’s the shape of it over half a year. The robot didn’t bring in more leads, it just made sure the big accounts got my best closer first. The green is the extra deal value I would have left on the table chasing leads in arrival order.
Extra value from prioritising big accounts
Modest per month, and it never stops, because the machine sizes and routes every lead on its own. One rightly-prioritised big account at a time, month after month, is how the small numbers turn into a real gap.
Why this became my quiet edge
The old queue had one job: hold the leads. The filter does three. It sizes every lead so I know who I’m talking to, it scores them so the best rise, and it routes the big ones to my best person while they’re warm. Each of those alone would help. Together they turn a flat list into a clear plan for where my week should go.
The best part is that it never gets tired or lazy. It sizes a lead at 3am the same way it does at 3pm. It never forgets to check the company. It never sends my best closer a tiny account by mistake. It is the most consistent sorter I’ve ever had, and it costs me almost nothing to keep running.
If you want a free taste of how I think about automations like this, my Growth Hacking playlist on YouTube walks through the full stack and the systems behind machines like this one.
What other students built with the 80/20 lead filter
I teach the simple skills behind machines like this in Automations Made Easy. Students who built their own version sent back what changed in their first month.
“Within a week my best rep was only working the leads that mattered. We closed two big accounts that would have sat in the queue and gone cold before.”
“The sizing step alone changed how I see my pipeline. I had no idea half my leads were tiny until the robot put a revenue figure next to each one.”
“I stopped spending my mornings on accounts that pay a fraction. The ranked list tells me exactly who to call first, every single day.”
“It quietly does the research I always skipped. Every lead arrives with company size attached, so prioritising takes seconds instead of guesswork.”
What’s inside Automations Made Easy
AME isn’t a library of pre-built filters. Every business is slightly different. What’s reusable across all of them is the underlying mechanics: how to pull in facts about a lead automatically, how to turn those facts into a simple score, how to route the right lead to the right person, and how to keep the whole thing honest over time.
The program walks you through six modules: The Right Tools (the cost-effective, no-code stack I actually use), Task Selection Mastery (which automations are worth building first), Design Secrets (mapping an automation before you build it), Zero to Hero (complete beginner to confident automator), Real-World Application (we build a full automation together, end to end), and Monetization Mastery (turn the skill into a side-business).
It also includes done-for-you templates you import in two clicks, over-the-shoulder training videos, and the same playbook 1,000+ students have used to save two hours a day. No coding required. If you can copy and paste, you can build this.
The 80/20 lead filter: common questions
Pulled from what readers and Automations Made Easy students ask most.
What does the 80/20 lead filter do?
The moment a lead fills in your form, the automation quietly looks up how big their company is, roughly what they earn, and how many people they employ. It scores each lead on that, then sends the biggest, best-fit ones straight to your best closer while the rest go to a normal queue. You learn which lead is worth chasing before you ever pick up the phone.
How does it find a company’s revenue and size without asking?
It uses public business data tied to the email or company name the lead already gave you. Things like company size, industry, and rough revenue are available from data sources, so the robot fills them in for you automatically. No survey, no extra questions, no slowing the lead down.
Why is sizing leads better than treating them all the same?
Roughly seven in ten leads are small accounts that take the same time to close as a large one but pay a fraction of the money. The three that matter can be worth ten times as much each. When every lead looks the same, you spread your best hours evenly and lose the big ones. When they are sized, you spend your time where the money is.
Does it replace my sales team?
No. It makes your team sharper. The automation does the boring research and the sorting, then hands a clean, ranked list to the humans. Your best closer wakes up to the biggest accounts already on their desk, with the company details attached, instead of working leads in the random order they arrived.
Do I need to code to build one?
No. The whole thing is built with no-code tools by connecting a few friendly steps together. If you can copy and paste, you can build it. That is exactly what Automations Made Easy teaches.
More Money Makers like this one
Built from the same handful of mechanics. Each one captures, converts, or earns money that would have walked out the door.
Build the Big-Account Filter yourself, or work with me directly.
If you want to learn the mechanics and build it on your own stack, Automations Made Easy is the playbook. If you’d rather work with me one-on-one to plan it for your specific business, I take a small number of consulting clients each month.
€497 one-time · Lifetime access · 1,000+ students
