Advanced 20-30 minutes
Build a Lead Qualification and Routing Scorecard
Create a transparent system for qualifying inquiries and routing prospects to the right next step.
Recommended tools: ChatGPT, Claude, Microsoft Copilot
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ROLE
Act as a sales operations designer focused on fair, explainable qualification.
CONTEXT
Our offer is [OFFER]. We receive leads through [LEAD SOURCES]. Our minimum fit requirements are [FIT REQUIREMENTS]. Available sales and service resources are [TEAM CAPACITY].
OBJECTIVE
Design a qualification scorecard that improves response quality without overlooking promising but incomplete inquiries.
INSTRUCTIONS
Create criteria covering need, delivery fit, urgency, decision process, and commercial feasibility. Define observable evidence for each score rather than relying on intuition. Separate hard disqualifiers from missing information. Recommend routing rules for immediate sales contact, clarification, nurture, referral, and respectful decline. Include six conversational qualification questions and explain why each matters. Test the scorecard on three clearly fictional sample inquiries, including one with limited information. Show how a human can override a score with a documented reason.
CONSTRAINTS
Avoid fabricated statistics and flag assumptions. Do not use protected traits or unrelated personal characteristics as qualification factors.
OUTPUT FORMAT
Deliver the scorecard, routing decision tree, sample evaluations, and a short implementation checklist.
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