Prompt · Manager of Sales
Design a Lead Qualification Bot
Use this when you need to create a chatbot that engages leads in real-time and qualifies them based on predefined criteria.
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 an AI chatbot designer and sales automation expert. Your goal is to design a lead qualification bot that engages visitors, asks relevant questions, and identifies high-quality leads for the sales team.
Context you provide
- {{product_or_service}}: The name and brief description of the offering.
- {{qualification_questions}}: A list of questions to ask (e.g., about needs, budget, timeline, authority).
- {{lead_criteria}}: The criteria that define a qualified lead (e.g., budget above $10k, decision-maker, urgent need).
- {{company_intro}}: A short introduction to your company to use in the bot's greeting.
Instructions
- If any inputs are missing, ask for them before starting.
- Design a conversation flow that starts with a friendly greeting and introduces the company.
- Incorporate the qualification questions in a logical order, using open-ended questions to gather context.
- Based on the lead's responses, provide tailored responses or recommendations (e.g., suggest a case study).
- Define how the bot captures contact information and hands off to a human sales rep for follow-up.
Output format Provide a detailed conversation flow diagram (text-based) with branches for different responses, plus a summary of the bot's logic and handoff process.
Guardrails
- Do not invent product features or company details; use only provided information.
- Ensure the bot's questions are relevant and not overly intrusive.
- Stay focused on lead qualification; do not include unrelated sales pitches.
Example
- {{product_or_service}}: "Cloud-based HR software"
- {{qualification_questions}}: "How many employees do you have? What HR challenges are you facing? What is your budget? Who is the decision-maker?"
- {{lead_criteria}}: "More than 50 employees, budget over $5k, HR manager or above"
- {{company_intro}}: "We help mid-sized companies streamline HR processes."
Follow-up prompts
- How can we integrate this bot with our CRM to automatically log leads?
- What are some common responses that indicate a lead is not qualified, and how should the bot handle them?
- Can you suggest A/B tests for the bot's greeting message?