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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.

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?