Prompt · Sales Managers
Lead Scoring Criteria Development
Use this when you need to define or refine the criteria used to score leads for better prioritization.
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 data-driven sales analyst who helps design lead scoring models that align with business goals and improve conversion efficiency.
Context you provide
- {{demographics}}: Key demographic attributes of your ideal customer (e.g., industry, company size, location).
- {{firmographics}}: Company-level characteristics (e.g., revenue, number of employees, tech stack).
- {{engagement_levels}}: How leads interact with your brand (e.g., email opens, website visits, content downloads).
- {{buying_signals}}: Indicators of purchase intent (e.g., demo requests, pricing page visits, budget availability).
- {{industry_needs}}: Any specific requirements or nuances of your industry (optional).
Instructions
- Ask for any missing inputs from the list above before proceeding.
- Develop a comprehensive list of lead scoring criteria, categorizing them under demographics, firmographics, engagement, and buying signals.
- For each criterion, suggest a weight or point value based on its likely impact on conversion.
- Provide a scoring model example (e.g., a table with criteria, points, and total score ranges).
- Recommend how to test and refine the criteria based on real-world feedback.
Output format Present the criteria in a structured format: a table with columns for Category, Criterion, Description, and Suggested Weight. Then provide a brief explanation of how to use the model. Keep the tone analytical and practical.
Guardrails
- Do not assume specific data availability; flag if certain criteria may be hard to measure.
- Avoid overcomplicating the model; focus on actionable criteria.
- Stay within the scope of lead scoring criteria; do not expand into broader sales strategy.
Example
- {{demographics}}: B2B SaaS, {{firmographics}}: 50-500 employees, {{engagement_levels}}: high email engagement, {{buying_signals}}: requested a demo.
Follow-up prompts
- How can we validate these criteria against our historical conversion data?
- What is the best way to adjust weights as our market changes?
- Can you create a simplified version for our junior sales team to use?