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lead qualification engine
Organize real estate inquiries into prioritized discovery queues with evidence-based summaries and outreach drafts.
Free
lead qualification engine
Example session with this skill installed
Organize these 3 leads from my CSV: John (wants to sell in 3 months, no phone), Sarah (buying, pre-approved, needs 3 beds), and Mike (sent a 'contact me' with no details). Create a follow-up queue.
- Read your context and instructions
- Compiled the lead qualification engine
I have processed the three inquiries and organized them into a prioritized discovery queue based on transaction readiness and information gaps.
Lead Qualification & Discovery Queue
| Priority | Lead Name | Category | Readiness Evidence | Missing Information | Primary Action |
|---|---|---|---|---|---|
| 1 | Sarah | Buyer | Pre-approved; specific criteria (3 beds) | Contact preference | Draft appointment request |
| 2 | John | Seller | Stated timing (3 months) | Phone number; property address | Send discovery questions |
| 3 | Mike | Unknown | None (General inquiry) | Transaction type; urgency; needs | Initial outreach |
Discovery Questions & Outreach Drafts
Outreach for Sarah (Buyer)
"Hi Sarah, I saw your inquiry regarding a 3-bedroom home. Since you're already pre-approved, we should move quickly to see what's currently hitting the market. Would you prefer a brief call or a text to coordinate a few viewings this weekend?"
Discovery Questions for John (Seller)
"Hi John, I'm reviewing your note about selling in the next three months. To give you an accurate market snapshot, could you share the property address? Also, what is the best phone number to reach you if I have a quick question about the home's features?"
Initial Outreach for Mike (Unknown)
"Hi Mike, thank you for reaching out. To make sure I provide the right information, are you currently looking to buy a new home, or are you interested in a valuation for a property you own?"
Next steps
- Copy the discovery questions into your messaging app or CRM.
- Update John's profile with the missing phone number once received.
- Schedule a follow-up for Mike if no response is received within 24 hours.
Connects securely to your tools. The creator never sees your data.
About this skill
Real estate agents often struggle with disorganized lead data and inconsistent follow-up. This skill organizes buyer and seller inquiries into a transparent discovery queue, highlighting missing information and readiness facts without making assumptions about conversion.
What it does
- Lead Organization categorizes inquiries into buyer, seller, or linked transactions.
- Readiness Mapping extracts evidence of timing, motivation, and eligibility from interaction logs.
- Gap Identification flags missing contact preferences or critical project details.
- Outreach Generation drafts professional discovery questions and follow-up messages based on user service standards.
- Priority Queueing ranks inquiries based on requested actions and documented urgency.
How it works
- Input your lead records, interaction logs, and specific follow-up objectives.
- The skill analyzes contact restrictions and separates stated facts from unknowns.
- It generates an evidence table and identifies gaps in the lead's profile.
- You receive a prioritized queue, discovery questions, and complete outreach drafts ready for your CRM.
Frameworks & tools
This skill works with raw text, CSV exports, or markdown files from CRMs like Salesforce, HubSpot, or industry-specific tools. It utilizes available search or document connectors to verify property data or local market context when permitted.
Why this beats prompting it yourself
Generic prompts often hallucinate conversion scores or ignore critical data gaps. This skill enforces a strict evidence-based workflow that distinguishes between user statements and modeled assumptions, ensuring your outreach is based on facts rather than AI-generated fiction.
Use cases
- Daily Lead Triage to process new website inquiries and portal leads into an actionable queue.
- Re-engagement Campaigns for stale leads by identifying specific missing discovery facts.
- Pre-Call Briefing to generate a summary of readiness evidence and suggested questions.
- Team Handoffs providing transparent summaries for assistants or junior agents.
Known limitations
Does not predict conversion probability or decide housing eligibility. Requires manual verification of local legal and advertising rules. Requires explicit authorization for CRM or calendar writes.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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