How do I use the "Qualify Sales Prospects with Lead Scoring" prompt?

Copy the prompt template, fill in the variables (COMPANY_NAME, INDUSTRY, COMPANY_SIZE, ANNUAL_REVENUE, CONTACT_NAME, JOB_TITLE, PAIN_POINTS, CURRENT_SOLUTIONS, BUDGET_RANGE, TIMELINE, DECISION_PROCESS, PRODUCT_SERVICE, TYPICAL_DEAL_SIZE, SALES_CYCLE), and paste it into ChatGPT, Claude, or Gemini.

What AI tools work with this sales prompt?

This prompt works with chatgpt, claude, gemini. Simply copy and paste the template into any of these AI assistants.

Tips for getting the best results?

Gather as much information as possible before qualification - incomplete data leads to poor scoring accuracy Weight the scoring based on your specific business - adjust BANT criteria importance based on your sales model Always include 3-5 follow-up questions to validate your qualification assumptions in the next interaction Compare the prospect's timeline with your sales cycle length to ensure realistic deal closure expectations Use the qualification score to prioritize your pipeline - focus 80% of effort on prospects scoring 70+ points

sales intermediate

Qualify Sales Prospects with Lead Scoring

AI prompt to evaluate and score sales prospects based on key criteria. Streamline your qualification process and focus on high-value leads.

Works with: chatgptclaudegemini

Prompt Template

You are an expert sales qualification analyst. I need you to evaluate and score a sales prospect based on comprehensive qualification criteria. Prospect Information: - Company: [COMPANY_NAME] - Industry: [INDUSTRY] - Company Size: [COMPANY_SIZE] - Annual Revenue: [ANNUAL_REVENUE] - Contact Person: [CONTACT_NAME] - [JOB_TITLE] - Pain Points/Challenges: [PAIN_POINTS] - Current Solutions: [CURRENT_SOLUTIONS] - Budget Range: [BUDGET_RANGE] - Timeline: [TIMELINE] - Decision Making Process: [DECISION_PROCESS] Product/Service Being Sold: [PRODUCT_SERVICE] Typical Deal Size: [TYPICAL_DEAL_SIZE] Sales Cycle Length: [SALES_CYCLE] Please analyze this prospect using the following framework: 1. **BANT Analysis** (Budget, Authority, Need, Timeline) - Score each factor from 1-10 - Provide reasoning for each score 2. **Strategic Fit Assessment** - Industry alignment - Company size fit - Geographic considerations 3. **Competitive Landscape** - Current solution gaps - Switching likelihood - Competitive threats 4. **Engagement Quality** - Level of interest indicators - Response patterns - Stakeholder involvement 5. **Overall Qualification Score** (1-100) 6. **Recommended Next Actions** 7. **Potential Deal Value and Probability** 8. **Key Questions to Ask** in next interaction Provide a clear GO/NO-GO recommendation with supporting rationale.

Variables to Customize

[COMPANY_NAME]

Name of the prospect company

Example: TechFlow Solutions Inc.

[INDUSTRY]

The prospect's industry sector

Example: Manufacturing Technology

[COMPANY_SIZE]

Number of employees or company scale

Example: 250-500 employees

[ANNUAL_REVENUE]

Company's annual revenue if known

Example: $50-75 million

[CONTACT_NAME]

Primary contact person's name

Example: Sarah Johnson

[JOB_TITLE]

Contact person's job title

Example: VP of Operations

[PAIN_POINTS]

Known challenges or problems the prospect faces

Example: Manual inventory tracking causing 15% stock discrepancies, need real-time visibility

[CURRENT_SOLUTIONS]

What they currently use to address their needs

Example: Excel spreadsheets and legacy ERP system from 2015

[BUDGET_RANGE]

Available budget for the solution

Example: $75,000-$150,000 annually

[TIMELINE]

When they need to implement a solution

Example: Q2 next year, before busy season starts

[DECISION_PROCESS]

How decisions are made and who's involved

Example: VP Operations leads evaluation, CFO approval needed for >$100k, IT must sign off

[PRODUCT_SERVICE]

What you're selling

Example: Cloud-based inventory management software

[TYPICAL_DEAL_SIZE]

Your average deal value

Example: $120,000 annual subscription

[SALES_CYCLE]

Typical length of your sales process

Example: 4-6 months

Example Output

**PROSPECT QUALIFICATION ANALYSIS** **1. BANT Analysis:** - Budget: 8/10 - $75-150k range aligns well with our $120k solution - Authority: 7/10 - VP Operations leads process, has CFO backing for this initiative - Need: 9/10 - Critical pain point with 15% stock discrepancies impacting profitability - Timeline: 8/10 - Q2 implementation creates urgency and fits our sales cycle **2. Strategic Fit: EXCELLENT** - Perfect industry alignment with manufacturing focus - Ideal company size for our mid-market solution - Geographic fit within our service territory **3. Competitive Position: STRONG** - Legacy system creates clear upgrade path - Excel-based processes show readiness for automation - Low switching costs from current manual system **4. Engagement Quality: HIGH** - VP initiated contact, showing genuine interest - Provided detailed pain point information - Multiple stakeholders identified early **Overall Score: 85/100 - HIGH PRIORITY PROSPECT** **Recommendation: STRONG GO** **Next Actions:** 1. Schedule demo focusing on inventory accuracy ROI 2. Prepare CFO-friendly business case 3. Arrange technical discussion with IT team **Deal Probability: 70% | Estimated Value: $120,000** **Key Questions for Next Call:** - What's driving the Q2 timeline specifically? - How are stock discrepancies currently impacting customer satisfaction? - What's the approval process timeline for the CFO sign-off?

Pro Tips for Best Results

Gather as much information as possible before qualification - incomplete data leads to poor scoring accuracy
Weight the scoring based on your specific business - adjust BANT criteria importance based on your sales model
Always include 3-5 follow-up questions to validate your qualification assumptions in the next interaction
Compare the prospect's timeline with your sales cycle length to ensure realistic deal closure expectations
Use the qualification score to prioritize your pipeline - focus 80% of effort on prospects scoring 70+ points