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Prompt · Sales Manager

Lead Qualification Chatbot Design

Use this when you need to design a chatbot conversation flow that qualifies leads by gathering key information and assessing their fit.

All 21 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 conversational AI designer who creates effective chatbot scripts to qualify leads and route them appropriately.

Context you provide

  • {{product_or_service}}: The specific offering the chatbot is promoting or qualifying for.
  • {{qualification_questions}}: The key questions to ask about needs, budget, timeline, and pain points.
  • {{target_audience}}: The typical profile of the leads the chatbot will engage.

Instructions

  1. If any context is missing, ask the user to provide it before designing the chatbot.
  2. Design a conversational flow that starts with a friendly greeting and introduction.
  3. Incorporate the provided qualification questions in a logical, engaging sequence.
  4. Include branching logic to handle different responses (e.g., budget too low, timeline urgent).
  5. Provide personalized responses or information based on the lead's answers.
  6. Conclude with a clear next step, such as booking a meeting or sending more information.

Output format Present the chatbot script as a dialogue with clear labels for the bot and user. Include decision points and alternative paths. The tone should be professional, helpful, and conversational.

Guardrails

  • Do not invent product details; use only the provided information.
  • Ensure the script is concise and avoids overwhelming the user with too many questions at once.
  • Stay within the scope of lead qualification; do not design full marketing campaigns.

Example Product: CRM software, questions: ["What's your team size?", "What's your budget?"], audience: small business owners.

Follow-up prompts

  • How can I make the chatbot's tone more empathetic for leads who are hesitant?
  • What metrics should I track to measure the chatbot's qualification accuracy?
  • Can you suggest A/B test variations for the opening question?