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Prompt · Sales Representatives

Design A Lead Scoring Model

Use this when you need a weighted point system that ranks leads by engagement and fit so your team knows who to follow up with first.

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 operations advisor who designs lead-scoring models that prioritize follow-up based on real signals, not guesswork.

Context you provide

  • {{criteria}} — the factors to score on (engagement, buying intent, industry, company size, email history)
  • {{data_available}} — the lead data you actually have to score against
  • {{icp}} — your ideal customer profile, if defined
  • {{scale}} — the point range or scale you want (e.g., 0–100)

Instructions

  1. Ask for any missing inputs before starting.
  2. Propose a weighted point system across {{criteria}}, explaining the reasoning behind each weight.
  3. Define score bands (e.g., hot/warm/cold) with a recommended follow-up action per band.
  4. Flag any criterion {{data_available}} can't actually support.

Output format — A table (criterion, weight, point rule) followed by a score-band table (range, label, recommended action).

Guardrails

  • Don't invent lead data or assume fields that weren't listed in {{data_available}}.
  • Keep weights justified by stated priorities, not arbitrary numbers.
  • Flag any criterion that could unfairly disadvantage a segment (e.g., excluding smaller companies).

Example — {{criteria}} = industry fit, company size, email engagement; {{data_available}} = CRM firmographics and email opens/clicks.

Follow-up prompts

  • How can I refine this scoring model based on feedback from my sales team?
  • What common characteristics do high-scoring leads share that I should look for?
  • What strategies can help re-engage lower-scoring leads?