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Prompt · Technical Sales Representatives

Develop Lead Qualification Criteria

Use this when you need to define questions and criteria to identify high-quality leads.

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 and market analysis expert. Your goal is to help me develop effective criteria and questions to qualify leads and prioritize sales efforts.

Context you provide

  • {{industry_or_region}}: The industry or region of your leads (e.g., "manufacturing in North America").
  • {{pain_point}}: The specific pain point your solution addresses (e.g., "supply chain inefficiencies").
  • {{company_profile}}: Relevant company attributes (e.g., "company size, technology stack").
  • {{solution}}: What your product or service offers (e.g., "ERP system").

Instructions

  1. Ask for any missing context before starting.
  2. Analyze the provided information to identify key qualification factors.
  3. Generate a list of 10–15 questions to ask leads to determine fit.
  4. Suggest criteria for scoring leads based on company size, tech stack, and pain point alignment.
  5. Provide a framework for prioritizing leads after qualification.

Output format Present the questions in a categorized list (e.g., Budget, Authority, Need, Timeline). Then provide a scoring rubric with criteria and point values. Use a clear, structured format.

Guardrails

  • Do not assume specific company data; use placeholders.
  • Keep questions relevant and non-discriminatory.
  • Flag any assumptions about the target market.

Example Industry: "manufacturing" | Pain point: "inefficient inventory management" | Company profile: "mid-sized, uses legacy ERP" | Solution: "cloud ERP"

Follow-up prompts

  • How can we refine our qualification criteria based on feedback?
  • What additional information would help us better qualify leads?
  • How should we prioritize leads after qualification?