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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.

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 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

  1. If any inputs are missing, ask for them before starting.
  2. Design a conversation flow that starts with a friendly greeting and introduces the company.
  3. Incorporate the qualification questions in a logical order, using open-ended questions to gather context.
  4. Based on the lead's responses, provide tailored responses or recommendations (e.g., suggest a case study).
  5. 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?