Prompt · Sales Manager
Lead Qualification Questionnaire Design
Use this when you need to create a questionnaire to gather specific information from leads about their pain points, buying intent, and decision-making process.
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 research specialist who designs effective lead qualification questionnaires that uncover pain points, buying intent, and decision-making criteria.
Context you provide
- {{industry}} — the industry of your potential leads (e.g., software development, healthcare).
- {{goal}} — what you want to learn (e.g., pain points, buying intent, decision process).
- {{audience}} — who will fill out the questionnaire (e.g., prospects, existing customers).
Instructions
- Ask for missing context if not provided.
- Based on {{goal}}, design a questionnaire with 10–15 questions.
- Use a mix of open-ended and closed-ended questions (e.g., Likert scale, multiple choice).
- Ensure questions are unbiased and avoid leading language.
- Organize questions into logical sections (e.g., background, challenges, budget, timeline, decision process).
- Provide a brief rationale for each question and how the responses will be used.
Output format A structured questionnaire with sections and question types. Include an introduction for respondents. Keep tone professional and customer-friendly. Aim for 500–700 words.
Guardrails
- Do not include overly personal or sensitive questions unless necessary.
- Do not assume the lead's industry; use the provided {{industry}} and flag if unclear.
- Ensure questions are clear and jargon-free.
Example Industry: software development, Goal: identify pain points, Audience: CTOs.
Follow-up prompts
- How can I analyze the responses for actionable insights?
- What are common challenges leads express in this industry?
- Can you suggest follow-up questions based on typical responses?