Lead Qualification

SKILL.md

Lead Qualification

Score and qualify leads based on defined criteria to focus sales efforts effectively.

Overview

This skill helps you:

Evaluate leads against qualification criteria

Score leads for prioritization

Identify deal-breakers and green flags

Recommend next actions

Maintain consistent qualification

Qualification Frameworks

BANT (Budget, Authority, Need, Timeline)

## BANT Qualification: [Lead Name]

Budget (/25)

Question
Answer
Score

Defined budget?
[Yes/No/Unknown]
/10

Budget range?
[$X - $Y]
/10

Budget fits our pricing?
[Yes/No]
/5

Budget Score: [X]/25

Authority (/25)

Question
Answer
Score

Decision maker?
[Yes/No/Influencer]
/10

Who else involved?
[Names/Roles]
/5

Sign-off process?
[Description]
/5

Champion identified?
[Yes/No]
/5

Authority Score: [X]/25

Need (/25)

Question
Answer
Score

Clear pain point?
[Description]
/10

Impact of not solving?
[Description]
/10

Using alternatives?
[Current solution]
/5

Need Score: [X]/25

Timeline (/25)

Question
Answer
Score

Target implementation?
[Date/Quarter]
/10

Urgency level?
[High/Medium/Low]
/10

Trigger event?
[Description]
/5

Timeline Score: [X]/25

Total BANT Score: [X]/100
Qualification: [Qualified / Needs Work / Not Qualified]

### MEDDIC (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion)
```markdown
## MEDDIC Qualification: [Lead Name]

### Metrics
**Business impact they expect**:
- [Metric 1]: [Current] → [Target]
- [Metric 2]: [Current] → [Target]

### Economic Buyer
**Person with budget authority**:
- Name: [Name]
- Title: [Title]
- Access: [Direct/Indirect/None]

### Decision Criteria
**How they'll evaluate solutions**:
1. [Criterion 1] - Weight: [%]
2. [Criterion 2] - Weight: [%]
3. [Criterion 3] - Weight: [%]

### Decision Process
**Steps to purchase**:
1. [Step 1] - Owner: [Name] - Timeline: [Date]
2. [Step 2] - Owner: [Name] - Timeline: [Date]
3. [Step 3] - Owner: [Name] - Timeline: [Date]

### Identify Pain
**Core problem**:
[Description of the pain point]

**Implications of not solving**:
[Business impact]

### Champion
**Internal advocate**:
- Name: [Name]
- Influence level: [High/Medium/Low]
- What they gain: [Personal win]

---
**MEDDIC Coverage**: [X]/6 elements confirmed
**Deal Health**: [Strong / At Risk / Weak]

GPCTBA/C&I (Goals, Plans, Challenges, Timeline, Budget, Authority, Consequences & Implications)

## GPCTBA/C&I: [Lead Name]

### Goals
What are they trying to achieve?
- [Goal 1]
- [Goal 2]

### Plans
How do they plan to achieve it?
- [Current plan]

### Challenges
What's stopping them?
- [Challenge 1]
- [Challenge 2]

### Timeline
When do they need to achieve this?
- Target: [Date]
- Urgency: [High/Medium/Low]

### Budget
What resources are allocated?
- Amount: [Range]
- Approved: [Yes/No/Pending]

### Authority
Who makes the decision?
- Decision Maker: [Name]
- Influencers: [Names]
- Process: [Description]

### Consequences (Negative)
What happens if they don't solve this?
- [Consequence 1]
- [Consequence 2]

### Implications (Positive)
What happens when they succeed?
- [Benefit 1]
- [Benefit 2]

Lead Scoring Model

Fit Score (Demographics)

## Fit Scoring Criteria

### Company Fit (50 points)
| Criterion | Points | Lead Value | Score |
|-----------|--------|------------|-------|
| Industry | /15 | [Industry] | |
| Company Size | /15 | [Employees] | |
| Revenue | /10 | [Revenue] | |
| Geography | /10 | [Location] | |
**Company Fit**: [X]/50

### Contact Fit (50 points)
| Criterion | Points | Lead Value | Score |
|-----------|--------|------------|-------|
| Title/Role | /20 | [Title] | |
| Department | /15 | [Dept] | |
| Seniority | /15 | [Level] | |
**Contact Fit**: [X]/50

**Total Fit Score**: [X]/100

Engagement Score (Behavioral)

## Engagement Scoring

### Website Activity
| Action | Points | Occurrences | Score |
|--------|--------|-------------|-------|
| Pricing page view | 10 | [X] | |
| Demo request | 25 | [X] | |
| Content download | 5 | [X] | |
| Blog visit | 2 | [X] | |

### Email Engagement
| Action | Points | Occurrences | Score |
|--------|--------|-------------|-------|
| Email opened | 1 | [X] | |
| Link clicked | 3 | [X] | |
| Replied | 10 | [X] | |

### Event Participation
| Action | Points | Occurrences | Score |
|--------|--------|-------------|-------|
| Webinar attended | 15 | [X] | |
| Meeting booked | 25 | [X] | |

**Total Engagement Score**: [X]/100

Output Format

Lead Qualification Report

# Lead Qualification: [Company/Contact]

## Summary
| Metric | Value |
|--------|-------|
| **Fit Score** | [X]/100 |
| **Engagement Score** | [X]/100 |
| **BANT Score** | [X]/100 |
| **Overall** | [X]/100 |

## Qualification Status
🟢 **QUALIFIED** / 🟡 **NEEDS NURTURING** / 🔴 **NOT QUALIFIED**

## Key Findings
### ✅ Green Flags
1. [Positive indicator]
2. [Positive indicator]

### ⚠️ Yellow Flags
1. [Concern that needs addressing]
2. [Missing information]

### ❌ Red Flags
1. [Deal-breaker or major concern]

## Gaps to Address
| Gap | Question to Ask | Priority |
|-----|-----------------|----------|
| [Unknown area] | [Specific question] | High |
| [Unknown area] | [Specific question] | Medium |

## Recommended Next Steps
1. [Immediate action]
2. [Follow-up action]
3. [Long-term action]

## Disqualification Criteria Check
- [ ] Below minimum company size
- [ ] Outside target geography
- [ ] No budget authority
- [ ] Timeline > 12 months
- [ ] Already using competitor with lock-in

Best Practices

Qualification Tips

Ask open-ended questions: Get context, not just yes/no

Verify, don't assume: Confirm information directly

Document everything: Keep CRM updated

Re-qualify regularly: Situations change

Know when to walk away: Time is valuable

Common Mistakes

Qualifying too quickly

Ignoring red flags

Not identifying all stakeholders

Assuming budget = ability to buy

Forgetting to re-qualify over time

Limitations

Cannot access CRM data directly

Scoring requires defined criteria from user

Cannot verify provided information

Qualification is guidance, not guarantee

Human judgment still essential