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Lead Qualification & Scoring Builder
Turn supplied lead evidence into a transparent, configurable qualification assessment, score rationale and next-step recommendation.
$5
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
| Category | Status | Score | Evidence / Rationale |
|---|---|---|---|
| Budget | NOT-SUPPLIED | 0/25 | No explicit budget confirmed; lead mentions "no budget confirmed yet" in notes. |
| Authority | VERIFIED | 25/25 | Lead holds CTO title; confirmed decision-maker for technical infrastructure. |
| Need | VERIFIED | 25/25 | Strong alignment; requires SOC2 automation to meet compliance goals. |
| Timeline | VERIFIED | 20/25 | Q4 target provides a clear 3-6 month window for implementation. |
| ICP Fit | PASS | N/A | US-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
- Review the Fact Ledger to ensure TechFlow's ARR was not self-reported vs. verified.
- Confirm if the Q4 timeline refers to the start of the project or the required completion date.
- 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
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
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.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
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Verified clean 8 days ago
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