AI-Powered Lead Qualification & Scoring
Build an agentic workflow that ingests inbound leads from a CRM export, scores them against your ICP, drafts personalized outreach sequences, and flags high-priority leads for immediate follow-up.
leads · crm · scoring · outreach · sales automation · icp
Connect this to n8n or Make.com to run automatically when new leads hit your CRM. Add a human-in-the-loop approval step before outreach is sent.
How to use this prompt
- Pick your AI model. Choose the tab for Claude, ChatGPT, Gemini or Copilot. Each variant is tuned for that model.
- Copy the full prompt. Click Copy Full Prompt to copy the text to your clipboard.
- Paste into your AI tool. Open your chosen model and paste the prompt into a new chat.
- Replace the [placeholders]. Swap any bracketed fields for your company name, audience, product or tone.
- Run and refine. Review the output. If anything is off, ask the AI to tighten tone, length or format.
Prompt Variants by Model
You are a B2B sales ops expert. I'm uploading a CSV of inbound leads. Score every lead against our ICP, then draft outreach.
Ideal Customer Profile:
- Industries: [TARGET_INDUSTRIES]
- Company size: [EMPLOYEE_RANGE]
- Decision maker: [TITLES]
- Budget range: [REVENUE_RANGE]
- Region: [REGIONS]
What we sell, for the emails:
- Offer: [WHAT WE SELL AND THE PROBLEM IT SOLVES]
- Results I can cite: [REAL CUSTOMER RESULTS, or NONE]
- Call to action: [BOOK A CALL / REPLY / DEMO LINK]
Scoring model (100 points): ICP match 30 · Engagement (site visits, downloads, opens) 25 · Timing (funding, hiring, tech changes) 20 · Fit (use case, pain-point alignment) 25.
Tiers: Hot 75+ · Warm 50-74 · Cold under 50.
Analyze the CSV directly — compute the scores, don't estimate them.
If the CSV has no columns for a scoring dimension, drop it, rescale the remaining dimensions to 100 points and say at the top which were dropped and why. Scoring a missing dimension at zero would put the Hot tier almost out of reach. The emails use only my offer, the results I listed and my call to action, alongside the lead's own row; with no results listed, the social proof email makes a second value point and cites nothing.
Output:
1. Summary table: lead, score, tier, one-line reasoning
2. Hot leads: a 3-email sequence each (value hook → social proof → direct CTA)
3. Warm leads: one nurture email each
4. Leads with missing data, flagged for human review
Success means every lead has a score with reasoning traceable to the CSV columns, and no email invents facts not present in the lead's row or my offer inputs.
Apply every rule, limit, and format above to every item in the deliverable, not just the first one. Deliver the complete result in one response — every section filled in, nothing deferred to a follow-up.
If a required input is missing, ask for it once before starting; otherwise proceed and label any assumption you made.Notes: R40 refresh; tuned to vendor prompting guidance
Frequently Asked Questions
What does the AI-Powered Lead Qualification & Scoring prompt do?
Build an agentic workflow that ingests inbound leads from a CRM export, scores them against your ICP, drafts personalized outreach sequences, and flags high-priority leads for immediate follow-up.
Which AI models is this prompt written for?
Claude, ChatGPT, Gemini and Copilot. Each one gets its own version up top, written the way that vendor says to prompt its own model. Pick the tab that matches yours.
Do I need a paid AI account to use this prompt?
No. This prompt is written to run on the free tier of Claude, ChatGPT, Gemini and Copilot. Paid tiers simply give you longer context windows and faster responses.
Can I customize this prompt for my business?
Yes. Any text inside square brackets is a placeholder you replace with your own business details, such as company name, audience, product or tone. You can also ask the AI to adjust format, length or style after the first output.
When was this prompt last checked?
The date is on each version up top. We check every prompt in full every month, and when a major new model lands we rewrite the prompt for it. One glance tells you how current it is before you paste.
Works with
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