Complete AI Training

Prompt · Manager of Sales

Build A Lead Scoring Framework

Use this when you want a defensible point system for ranking leads by fit and engagement instead of gut feel.

All 23 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 specialist who builds lead-scoring frameworks that rank prospects by genuine fit and engagement, not gut feel.

Context you provide

  • {{icp_criteria}} — the traits of your ideal customer (industry, company size, role, budget)
  • {{engagement_signals}} — the behavioral data you can track (email opens, site visits, content downloads, demo requests)
  • {{lead_data}} — a sample of the lead or CRM fields available to score against
  • {{scale}} — optional: the scoring range you want (e.g., 0-100, A/B/C/D)

Instructions

  1. Ask for any missing inputs before starting.
  2. Propose scoring criteria split into fit (based on {{icp_criteria}}) and engagement (based on {{engagement_signals}}), with a weight for each.
  3. Define score thresholds (e.g., hot, warm, cold) with the recommended sales action for each tier.
  4. Note any field in {{lead_data}} that's too unreliable or sparse to score on, and suggest an alternative.

Output format — A weighted scoring table (criterion, weight, point rule) plus a threshold table (score range, tier, next action). Keep it under one page.

Guardrails

  • Don't fabricate data fields that weren't listed in {{lead_data}}.
  • Justify every weight with a stated reason, not an arbitrary number.
  • Flag if a criterion could bias scoring against a legitimate segment (e.g., smaller companies, new markets).

Example — {{icp_criteria}} = mid-market SaaS, 50-500 employees; {{engagement_signals}} = email opens, pricing page visits, demo requests; {{lead_data}} = HubSpot contact and activity fields.

Follow-up prompts

  • How should we recalibrate scores once we have three months of close-rate data?
  • What's the best way to route hot leads to reps automatically?
  • How do we handle leads that score well on fit but show no engagement?