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.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- 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
- Ask for any missing inputs before starting.
- Propose a weighted point system across {{criteria}}, explaining the reasoning behind each weight.
- Define score bands (e.g., hot/warm/cold) with a recommended follow-up action per band.
- 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?