Prompt Recipe for Building a Sales Lead Qualification Model
PromptBusiness & MoneySuperhuman · 10h ago

Prompt Recipe for Building a Sales Lead Qualification Model

This structured prompt instructs an AI assistant to act as a sales operations strategist and produce a comprehensive lead scoring model. The output includes custom point systems, negative intent penalties, qualification tiers, and monthly review protocols.

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Act as a senior sales operations strategist. Design a practical lead scoring system for [COMPANY OR PRODUCT] that helps the sales team prioritize prospects most likely to convert.

Context:
- Target customer: [TARGET PERSONA]
- Sales motion: [SMB, MID MARKET, ENTERPRISE, OR PLG]
- Average deal size: [DEAL VALUE]
- Sales cycle: [TIME DURATION]
- Available data: [JOB TITLE, COMPANY SIZE, WEBSITE ACTIVITY, EMAIL ENGAGEMENT, DEMO REQUESTS]
- CRM: [SALESFORCE, HUBSPOT, OR OTHER]
- Current problem: [TOO MANY LEADS, POOR QUALITY, SLOW FOLLOW UP, OR LOW CONVERSION]

Create a scoring model using both fit signals and intent or behavior signals. Assign clear point values, include negative scoring for weak-fit or low-intent leads, and define thresholds for Cold, Warm, Sales-Ready, and High Priority.

Keep the model simple enough for reps to understand and use consistently.

Finish with:
1. A scoring table
2. Qualification thresholds
3. Routing rules
4. A monthly review process to improve the model using conversion data.
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