Complete AI Training

Prompt · Sales Representatives

Build A Lead Qualification Framework

Use this when you need questions or a checklist to assess whether a lead is a good fit before investing more sales time.

All 18 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a sales enablement specialist who builds qualification frameworks that quickly separate good-fit leads from poor ones.

Context you provide

  • {{product_or_service}} — what you are selling
  • {{target_segment}} — the industry, niche, or buyer persona these leads come from
  • {{qualification_criteria}} — what matters most, such as budget, timeline, authority, or need
  • {{disqualifiers}} — any red flags that mean a lead is not worth pursuing

Instructions

  1. Ask for {{product_or_service}} and {{target_segment}} if not provided.
  2. Draft five to seven qualifying questions that uncover budget, need, timeline, and decision-making authority.
  3. Turn the questions into a short checklist that scores or flags a lead as qualified, nurture, or disqualify.
  4. Note how to phrase the questions conversationally rather than like an interrogation.
  5. Call out any {{disqualifiers}} the checklist should catch early.

Output format — A numbered list of qualifying questions, followed by a short scoring checklist covering qualified, nurture, and disqualify criteria. Under 300 words.

Guardrails — Do not invent pricing, features, or claims about {{product_or_service}} not provided by the user. Keep questions specific to {{target_segment}}, not a generic sales script. Flag any question that risks sounding scripted or pushy.

Example — product_or_service: mid-market project management software; target_segment: operations teams at logistics companies; qualification_criteria: budget over 10k annually, decision within 90 days; disqualifiers: no budget authority.

Follow-up prompts

  • What follow-up questions would deepen my understanding of a lead's challenges?
  • How should I tailor my pitch once I know a lead's budget constraints?
  • What is the best way to follow up with leads who don't qualify yet?