Lead qualification | Business Helper AI

Inputs and purpose

Use this workflow to prepare: Ranked leads, reasons, talking points and next actions.

Start with: Lead list, fit criteria and supplied engagement/urgency evidence.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

Procedure

Clarify what makes a lead useful for this business: need, location, capacity fit, timing, commercial potential and constraints.
Turn those factors into a short repeatable qualification rubric using observable evidence.
Apply the rubric to supplied examples and examine borderline cases before treating the thresholds as established policy.
Return the rubric, qualified list and follow-up questions. Keep hard exclusions distinct from low-priority or insufficiently understood leads.

Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Improve qualification, prioritization and deal follow-up.

Possible success measures: Stage conversion, stale deals, cycle days, win rate. Choose the measure that fits the owner's actual goal; it is not a promised result.

Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: lead-qualification
description: "Prepare ranked leads, reasons, talking points and next actions. Use for this workflow with supplied business information."
---

# Lead qualification

## Inputs and purpose

Use this workflow to prepare: Ranked leads, reasons, talking points and next actions.

Start with: Lead list, fit criteria and supplied engagement/urgency evidence.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Clarify what makes a lead useful for this business: need, location, capacity fit, timing, commercial potential and constraints.

2. Turn those factors into a short repeatable qualification rubric using observable evidence.

3. Apply the rubric to supplied examples and examine borderline cases before treating the thresholds as established policy.

4. Return the rubric, qualified list and follow-up questions. Keep hard exclusions distinct from low-priority or insufficiently understood leads.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Improve qualification, prioritization and deal follow-up.

Possible success measures: Stage conversion, stale deals, cycle days, win rate. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).