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.
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 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
- Ask for any missing inputs before starting.
- Propose scoring criteria split into fit (based on {{icp_criteria}}) and engagement (based on {{engagement_signals}}), with a weight for each.
- Define score thresholds (e.g., hot, warm, cold) with the recommended sales action for each tier.
- 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?