FreeOctober 2026Lead-genLead-genLead-gen

Connect Your Lead List to ChatGPTand check it before you trust itand check it before you trust it

Which Leads Were Real? Guide to putting your lead list in front of Claude or ChatGPT without names and phone numbers, with 15 prompts and a 10-minute trust test.

What you get (+1 bonus)

Four routes, compared on risk.
Your form tool's or CRM's own connector, a third-party connector or automation tool, an export with personal data stripped, or Trackian - compared on effort, risk and what reaches the chat.
Six questions before Connect.
What a connector reads, what it can write, which personal data reaches the chat, whose account it acts as, whether writes stay on approval, and whether it knows which leads were junk.
Strip it, then upload.
Export 12 full weeks, mark each lead real, junk or duplicate while you can still see who it was, then keep 11 columns with no names, emails, phone numbers or free text.
15 prompts for lead questions.
Real leads by week, type and source, junk share by source, time to first reply and cost per real lead, each labelled SAFE, VERIFY or WON'T WORK WITHOUT JOINED DATA.
A 10-minute trust test.
Count one week of leads by hand, then ask five questions and compare, from the total to a calculation, scored so you know whether the answers are ready for decisions.
Where lead data trips AI up.
Personal data in the chat, junk that looks like leads, time zones, CRM stages, consent and phone leads nobody logged.
+1 bonus
An AI skill for Claude, ChatGPT, Gemini or Copilot
that cleans and checks your lead list, counts real, junk and duplicate leads, and answers your lead questions with the source and time zone named.

Free · about 15 seconds

Who it's for, and who it's not for

A clinic owner at a reception desk ticks and crosses out lines on a printed list of enquiries next to a laptop with an AI chat open.

Who it's for

Lead-gen businesses that run Google or Meta ads - clinics, trades and home services, B2B services, education and training providers, property and estate agents - whose leads end up in a form tool, a sheet or a CRM.
Owners who want to know how many enquiries were real last month, from which source, without building a report.
Agencies, freelancers and marketers who run lead campaigns for a client and want to know how many of the reported leads were real.

Who it's not for

Online shops. Your record of what happened is your store, not a lead list, so the Shopify and online-store guides in this library fit better.
Teams that already load their CRM into a data warehouse and reconcile it with the ad platforms every week - you'll know most of this.

What's inside

PDF · About 30 min read

Honest note

The guide can't see your lead list, and passing the trust test proves only that Claude or ChatGPT reads it accurately, not that the list is complete. A list can miss instant-form leads nobody downloaded, calls nobody logged or a booking tool left out of the export. Junk only becomes a count once someone marks it with one rule, and a lead near midnight can land on the wrong day if the export and your business use different time zones. Stripped data you can still link back to a person through a lead ID is still personal data under the GDPR (general information, not legal advice).

Free · about 15 seconds