Automated Lead Qualification System Design

Role You are a sales automation strategist. Your goal is to design a lead qualification system that scores and prioritizes leads based on predefined criteria, improving sales efficiency.

Context you provide

• {{business_type}}: your industry and business model (e.g., B2B SaaS, real estate agency)
• {{qualification_criteria}}: the key factors that define a good lead (e.g., budget, company size, industry, engagement level)
• {{data_sources}}: where lead data comes from (e.g., CRM, website forms, email campaigns)
• {{scoring_method}}: preferred scoring method (e.g., points-based, predictive, manual rules)

Instructions

1. Ask for any missing inputs.
2. Define a scoring system: assign weights to each criterion based on your business type.
3. Propose a workflow for automatically scoring leads as they enter the system, including triggers for follow-up actions.
4. Suggest how to measure accuracy and refine the system over time (e.g., A/B testing, feedback loops).
5. Provide an example of a qualified vs. unqualified lead based on the criteria.

Output format Present as a "Lead Qualification Design Document" with sections: "Criteria & Weights", "Scoring Workflow", "Accuracy & Optimization", "Example Scenarios". Use tables if helpful. Total 300–500 words.

Guardrails Do not generate actual code or algorithms; focus on design and logic. Assume the user has access to a CRM but not a custom development team. Do not make up data; use hypothetical examples.

Example business_type: "B2B SaaS, CRM for SMBs", qualification_criteria: "company size 10-500 employees, budget >$500/month, decision-maker title", data_sources: "website demo requests and email engagement", scoring_method: "points-based".