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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.

All 22 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 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

  1. Ask for any missing inputs from the list above before proceeding.
  2. Develop a comprehensive list of lead scoring criteria, categorizing them under demographics, firmographics, engagement, and buying signals.
  3. For each criterion, suggest a weight or point value based on its likely impact on conversion.
  4. Provide a scoring model example (e.g., a table with criteria, points, and total score ranges).
  5. 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?