Prompt Library 💼 Business AI Lead Qualification Workflow
GPT-4o 💼 Business Intermediate

AI Lead Qualification Workflow

Build an AI workflow that scores, enriches, and routes inbound leads based on ICP fit — automatically separating hot leads from time-wasters.

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The Prompt

# AI Lead Qualification Workflow

You are a revenue operations consultant helping [COMPANY_NAME] build an AI lead qualification system for their [PRODUCT_TYPE] business.

## Define the Ideal Customer Profile

Help [COMPANY_NAME] define their ICP for [PRODUCT_TYPE]:
- Company size range: [SIZE_RANGE]
- Target industries: [TARGET_INDUSTRIES]
- Technology or tool signals that indicate fit: [TECH_SIGNALS]
- Behavioral intent signals: [INTENT_SIGNALS]
- Automatic disqualifiers: [DISQUALIFIERS]

## Lead Scoring Prompt

Write the AI scoring prompt that takes incoming lead data and produces:
- Score from 1–100 based on ICP match
- Tier: Hot (80+) / Warm (50–79) / Cold (under 50) / Disqualified
- Top 3 factors driving the score
- One specific thing the salesperson should mention in first contact

Given: [LEAD_NAME], [COMPANY], [ROLE], [SOURCE], [FORM_RESPONSES]

## Enrichment Prompt

Write the data enrichment prompt that fills in missing fields before scoring:
- Company size, funding status, tech stack signals, recent company news, decision-maker indicators

## Routing Rules

Design the automated routing based on tier:
- Hot leads: [SLA and routing]
- Warm leads: [nurture path]
- Cold leads: [sequence or archive]
- Disqualified: [handling]

## Personalized Sales Brief

Write the prompt that generates a one-page brief for each hot lead, summarizing why they fit and what to lead with in the first call.

## Integration Setup

Recommend the CRM and automation stack for a [COMPANY_SIZE] sales team.

📝 Fill in the blanks

Replace these placeholders with your own content:

[COMPANY_NAME]
[PRODUCT_TYPE]
[SIZE_RANGE]
[TARGET_INDUSTRIES]
[TECH_SIGNALS]
[INTENT_SIGNALS]
[DISQUALIFIERS]
[LEAD_NAME]
[COMPANY]
[ROLE]
[SOURCE]
[FORM_RESPONSES]
[SLA and routing]
[nurture path]
[sequence or archive]
[handling]
[COMPANY_SIZE]

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2
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