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    Lead Qualification & Scoring Builder

    1

    Turn supplied lead evidence into a transparent, configurable qualification assessment, score rationale and next-step recommendation.

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    Lead Qualification & Scoring Builder

    Lead Qualification & Scoring Builder

    Example session with this skill installed

    Evaluate this lead using BANT. ICP: SaaS companies, >$10M ARR, US-based. Lead: CTO at TechFlow (NY), $15M ARR, needs SOC2 automation by Q4, no budget confirmed yet. Discovery notes attached.

    • Read your context and instructions
    • Compiled the lead qualification
    • Generated the document

    I have evaluated the lead for TechFlow based on the provided BANT framework and ICP criteria.

    Lead Qualification Assessment: TechFlow

    CategoryStatusScoreEvidence / Rationale
    BudgetNOT-SUPPLIED0/25No explicit budget confirmed; lead mentions "no budget confirmed yet" in notes.
    AuthorityVERIFIED25/25Lead holds CTO title; confirmed decision-maker for technical infrastructure.
    NeedVERIFIED25/25Strong alignment; requires SOC2 automation to meet compliance goals.
    TimelineVERIFIED20/25Q4 target provides a clear 3-6 month window for implementation.
    ICP FitPASSN/AUS-based (NY), SaaS sector, $15M ARR exceeds $10M threshold.

    Fact Ledger

    • L-001: TechFlow ARR is $15M (Source: Discovery Notes).
    • L-002: Headquarters located in New York, USA (Source: Lead Profile).
    • L-003: Timeline for SOC2 is Q4 (Source: Discovery Notes).
    • L-004: Budget status is unconfirmed (Source: Lead Statement).

    Recommendation

    Status: Qualified for Discovery Handoff (Pending Budget Validation)
    Next Step: SDR should schedule a follow-up call specifically to uncover budget allocation or procurement process for the SOC2 initiative. Do not move to "Proposal" stage until Budget is VERIFIED.

    Next steps

    1. Review the Fact Ledger to ensure TechFlow's ARR was not self-reported vs. verified.
    2. Confirm if the Q4 timeline refers to the start of the project or the required completion date.
    3. Execute the recommended budget validation call before assigning to an Account Executive.

    Draft qualification assessment — verify evidence, criteria, weights, disqualifiers, sensitive-data handling and decision authority before routing or outreach.

    lead-qualification-scoring-builder.pdf

    PDF · document

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Inbound form lead reviewSDR to AE handoffTarget-account prioritizationBANT or custom framework assessmentLead-routing reviewAudit of an existing scoreLead scoring, qualification and routing

    About this skill

    Turn supplied lead evidence into a transparent, configurable qualification assessment, score rationale and next-step recommendation. It separates supplied facts, disputes, assumptions and unknowns; applies domain-specific safety and authority boundaries; produces a professional draft plus review checks; and includes an optional local validator for redacted JSON manifests. Core work is network-free and no message, post, payment, approval or platform action is executed.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

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    3. 3

      Ask your agent to use it

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    Security scanned

    Verified clean 8 days ago

    • Passed all security checks, Safe to install

    Listed8 days ago

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