AI Lead Qualification Workflow

5 steps to a reviewable draft

1. 01

   Set the qualification rules

   Name the permitted criteria, their meaning and the actions available for a low, unclear or high-fit lead.

   Result: A qualification rubric the team already accepts.

2. 02

   Attach evidence to each criterion

   Record the lead facts and their source; leave unknown fields blank rather than assigning a default score.

   Result: A lead record with source-backed inputs.

3. 03

   Produce a decision aid

   Ask for an explanation per criterion, not a black-box verdict.

   Result: A transparent qualification aid.

   Your prompt

   Copy prompt

   Review this lead against the stated rubric. Criteria: {{criteria}}. Lead record with sources: {{lead_record}}. Return one row per criterion with observed evidence, missing information, provisional status and suggested next action. Use [UNKNOWN] for absent data. Do not infer budget, authority, urgency, intent, legal basis for contact or probability of closing.

   Example input

   Criterion: team size 20–200. Lead record: company headcount not supplied; role is operations manager.

   Example output

   Team size: [UNKNOWN]. Role relevance: observed operations manager. Next action: confirm company size before routing.

4. 04

   Review exceptions and routing

   Have the assigned seller check the evidence, local policy and any result that would remove a lead from follow-up.

   Result: A human-owned routing decision.

5. 05

   Record the next action

   Add the approved route, owner and open question to the CRM or working list through the normal team process.

   Result: A traceable next action with no hidden score.