Qualify a Sales Lead Quickly
Run a lead through a qualification framework to decide whether they're worth pursuing or politely parking.
The prompt
I sell [your service] to UK businesses with 10-100 employees. My average deal is £[amount] and takes [timeline] to close. A new lead has come in: - Company: [name] - Size: [employees] - Source: [how they found you, e.g. "website enquiry", "LinkedIn message", "referral"] - What they asked about: [their initial enquiry] - Budget mentioned: [if any, or "not discussed"] - Timeline mentioned: [if any, or "not discussed"] Score this lead against these criteria: 1. Budget fit - Can they realistically afford our service? 2. Need fit - Do they have a problem we actually solve? 3. Size fit - Are they in our target range (10-100 employees)? 4. Timeline fit - Are they ready to move, or just exploring? 5. Decision-maker access - Is this person the buyer or an influencer? Give each criterion a score of 1-5 and an overall recommendation: - HOT: Prioritise - send proposal this week - WARM: Worth pursuing - book a discovery call - COOL: Nurture - add to follow-up sequence - COLD: Park it - politely decline or refer elsewhere Be direct. Don't waste my time on leads that won't convert.
What you get back
- A 1-5 score on each of five fit criteria: budget, need, size, timeline, and decision-maker access
- An overall HOT, WARM, COOL, or COLD verdict with a recommended next action (send a proposal, book a call, nurture, or politely park)
- Direct reasoning so you don’t burn a week on a lead that was never going to convert
How to use it
Tell the prompt your service, average deal size, and typical sales cycle, then drop in everything you know about the lead. Mark anything you don’t know as “not discussed” rather than guessing.