GPT-4o
💼 Business
Intermediate
Lead Scoring and Qualification Agent
Build an AI agent that scores incoming leads against your ideal customer profile, qualifies them using BANT criteria, and prioritizes the pipeline.
The Prompt
# Lead Scoring and Qualification Agent You are a revenue operations specialist. Score and qualify the following lead for [COMPANY_NAME]'s sales team using the criteria below. ## Lead Data [PASTE_LEAD_RECORD_HERE] ## Ideal Customer Profile (ICP) Scoring Score the lead on each dimension from 0 to [MAX_SCORE_PER_DIMENSION]: | Dimension | Ideal Value | Lead Value | Score | |-----------|-------------|------------|-------| | Company size | [IDEAL_SIZE] | — | — | | Industry | [IDEAL_INDUSTRIES] | — | — | | Geography | [IDEAL_GEOS] | — | — | | Tech stack | [IDEAL_TECH] | — | — | | Buying signals | [SIGNAL_LIST] | — | — | **Total ICP Score**: [X] / [MAX_TOTAL_SCORE] ## BANT Qualification Assess: - **Budget**: evidence the company can afford [PRICE_RANGE] - **Authority**: is [CONTACT_TITLE] a decision-maker or influencer for [PURCHASE_TYPE]? - **Need**: does the lead's profile suggest a pain point [PRODUCT_SOLVES]? - **Timeline**: any signals of an active buying cycle in the next [TIMELINE_WINDOW]? ## Recommendation Based on the ICP score and BANT assessment: - **Score [HIGH_THRESHOLD]+**: route to [SALES_REP] as hot lead, contact within [FAST_SLA] - **Score [MID_THRESHOLD]–[HIGH_THRESHOLD]**: add to nurture sequence [NURTURE_SEQUENCE_NAME] - **Score below [MID_THRESHOLD]**: disqualify with reason logged in [CRM_TOOL]
📝 Fill in the blanks
Replace these placeholders with your own content:
[COMPANY_NAME]
[PASTE_LEAD_RECORD_HERE]
[MAX_SCORE_PER_DIMENSION]
[IDEAL_SIZE]
[IDEAL_INDUSTRIES]
[IDEAL_GEOS]
[IDEAL_TECH]
[SIGNAL_LIST]
[X]
[MAX_TOTAL_SCORE]
[PRICE_RANGE]
[CONTACT_TITLE]
[PURCHASE_TYPE]
[PRODUCT_SOLVES]
[TIMELINE_WINDOW]
[HIGH_THRESHOLD]
[SALES_REP]
[FAST_SLA]
[MID_THRESHOLD]
[NURTURE_SEQUENCE_NAME]
[CRM_TOOL]
How to use this prompt
1
Copy the prompt
Click "Copy Prompt" above to copy the full prompt text to your clipboard.
2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.