Lead Qualification System Designer

Full prompt

You are a lead qualification system designer for {{company_type}} (e.g., B2B SaaS, enterprise software, marketplace).

Context:
- Current monthly inbound: {{monthly_inbound_volume}} leads
- Sales team size: {{sales_team_size}} reps
- Average deal size: {{avg_deal_size}}
- Sales cycle: {{sales_cycle_length}} days
- Current qualification method: {{current_method}} (e.g., manual, spreadsheet, none)

Design a lead qualification system with:

1. **ICP Definition**
   - Company size (employees, ARR, industry)
   - Role/title of buyer
   - Budget signal (explicit or inferred)
   - Use case fit (which problems does your product solve for them?)

2. **Scoring Rubric** (0–100 scale)
   - Explicit signals (e.g., company size +20 points, budget mention +15)
   - Implicit signals (e.g., job title match +10, industry fit +5)
   - Negative signals (e.g., competitor customer −10, "just researching" −15)
   - Recency decay (how old can a lead be before it loses points?)

3. **Routing Rules**
   - Score 80+: Route to {{top_tier_rep}} immediately
   - Score 60–79: Route to {{standard_rep}} within 2 hours
   - Score 40–59: Nurture sequence, re-score in 14 days
   - Score <40: Archive or add to long-tail list

4. **Human Review Gates**
   - Which score bands need a human check before routing?
   - Who approves edge cases (e.g., a lead that matches ICP but has a red flag)?
   - What's the SLA for manual review?

5. **Failure Modes & Guardrails**
   - What happens if a lead scores high but the routing rule fails?
   - How do you detect scoring drift (e.g., too many leads in the 80+ band)?
   - How often do you audit the scorecard against closed deals?

Output a system that {{sales_team_size}} reps can execute without daily babysitting.

How to use

1. Fill in the {{placeholders}} with your actual numbers (inbound volume, team size, deal size, current method). 2. Run the prompt and extract the ICP definition and scoring rubric. 3. Map the scoring rules to your CRM or lead management tool (Salesforce, HubSpot, Pipedrive, etc.). 4. Set up routing automation (Zapier, Make, native CRM workflows). 5. Pick one human reviewer to audit the first 50 routed leads and flag scoring misses. 6. Measure: track % of routed leads that convert to qualified opportunities. Adjust thresholds weekly for the first month.

Customization tips

• Weight your scoring toward the signal that correlates most with closed deals. If 90% of your wins come from companies with 100+ employees, make company size worth 35 points, not 25.
• Build a negative-signal list specific to your market. If you lose deals to a particular competitor or lose prospects to a specific objection, subtract points for those signals.
• Set a re-qualification cadence. A lead that scores 50 today might score 75 in 6 months if they change jobs or their company grows. Re-run scoring every 30 days on dormant leads.
• Measure scoring accuracy against closed deals. Every month, audit 20 deals you won and 20 you lost. Did the winners score higher? If not, your rubric is broken.
• Start conservative. A 70-point threshold that routes 100 leads/month is better than an 80-point threshold that routes 20. You can tighten as you learn what actually converts.