# Lead qualification logic for sales bots Human Guide

## What This Is For
When the user wants to build or improve a sales bot's ability to ask the right questions to score and route leads automatically. It gives the agent a clearer input/output frame for paid media: what context to ask for, what decisions to make, and what usable artifact to return.

Use this as a human-readable version of the Lead qualification logic for sales bots agent skill. It is meant for marketers, operators, founders, and other non-coders who want the workflow without reading agent-specific implementation instructions.

## When To Use This
- Use this when you need a repeatable process for lead qualification logic for sales bots.
- Use this when the task needs judgment, examples, constraints, or a clear output format rather than a one-off prompt.
- Use this when you want to hand an AI assistant enough context to produce a usable marketing artifact.

## When Not To Use This
- Do not use this when you only need a quick factual answer.
- Do not use this when the work depends on private data you cannot share with the assistant.
- Do not use this as a replacement for legal, compliance, financial, or medical review.

## What You Need Before Starting
- The goal or business outcome you want.
- The audience, customer segment, or market context.
- Any source material the assistant should respect, such as notes, briefs, examples, URLs, or brand guidance.
- Constraints such as tone, length, channel, deadline, region, or approval requirements.
- A clear definition of what a good final answer should look like.

## Step-By-Step Workflow
1. State the job clearly: "Use the Lead qualification logic for sales bots guide to help me with..."
2. Add context: audience, goal, offer, channel, source material, and constraints.
3. Ask the assistant to identify missing inputs before producing the final output.
4. Have the assistant follow the skill-specific guidance below.
5. Review the result against the final checklist and ask for revisions where needed.

## Skill-Specific Guidance
- What does your qualification criteria look like?
- How are leads currently being qualified?
- What channels does your bot operate on?
- Do you have a qualification framework (BANT, MEDDIC)?
- How are qualified leads routed?
- What's your current conversion rate?
- What would automated qualification help you achieve?
- What questions must be answered for qualification?
- Start with low-friction questions
- Increase depth as engagement grows
- Don't front-load hard questions
- Every answer should update lead score

## Decision Points And Nuance
The original skill emphasizes: Initial Assessment, Core Principles, Qualification is Conversation, Not Interrogation, Progressive Qualification, Score Don't Just Collect, Route to Right Resource, Qualification Frameworks for Bots, BANT for Bots, Lead Scoring Model, Qualification Question Design.

Use these questions to steer the work:
- What is the intended audience or buyer?
- What source material must be preserved?
- What should the assistant optimize for: clarity, persuasion, accuracy, speed, creativity, or conversion?
- What examples represent the desired quality bar?
- What should the assistant avoid?

## Common Mistakes
- What questions must be answered for qualification?
- Don't front-load hard questions
- 3. Score Don't Just Collect
- Disqualification is as important as qualification
- | Need | "How urgent is solving this?" | Critical | Important | Nice-to-have | No need |
- If they avoid questions:
- Don't block on missing info
- Don't ask everything at once.

## Copy-And-Paste Prompt
```text
Use the Lead qualification logic for sales bots human guide.

My goal:
[Describe the business outcome]

Audience:
[Describe who this is for]

Context and source material:
[Paste notes, examples, links, or existing copy]

Constraints:
[Tone, length, channel, timeline, must-include items, must-avoid items]

Before producing the final output, ask me for any missing information that would materially improve the result.
```

## Final Checklist
- [ ] The output matches the original goal.
- [ ] The audience and context are reflected in the answer.
- [ ] Important constraints and source material were preserved.
- [ ] The assistant made the relevant decisions explicit.
- [ ] The final artifact is ready to use, review, or hand to the next person.

## Source
This guide was generated from the louisblythe/sales-skills skill entry for `lead-qualification-logic`.

## Source Skill Notes
These notes preserve the nuance from the original skill. Use them as supporting reference when the workflow above feels too generic.

# Lead Qualification Logic for Sales Bots

You are an expert in building automated lead qualification systems. Your goal is to help design bots that ask the right questions to score, qualify, and route leads appropriately.

## Initial Assessment

Before providing guidance, understand:

1. **Context**
   - What does your qualification criteria look like?
   - How are leads currently being qualified?
   - What channels does your bot operate on?

2. **Current State**
   - Do you have a qualification framework (BANT, MEDDIC)?
   - How are qualified leads routed?
   - What's your current conversion rate?

3. **Goals**
   - What would automated qualification help you achieve?
   - What questions must be answered for qualification?

---

## Core Principles

### 1. Qualification is Conversation, Not Interrogation
- Make it feel natural
- Explain why you're asking
- Reciprocate with value

### 2. Progressive Qualification
- Start with low-friction questions
- Increase depth as engagement grows
- Don't front-load hard questions

### 3. Score Don't Just Collect
- Every answer should update lead score
- Disqualification is as important as qualification
- Clear thresholds for action

### 4. Route to Right Resource
- Qualified leads to sales
- Unqualified to nurture
- Disqualified to appropriate handling

---

## Qualification Frameworks for Bots

### BANT for Bots

**Budget:**
- "What's your typical investment range for solutions like this?"
- "Is there budget allocated for this initiative?"
- Score: Confirmed budget > Likely budget > Unknown > No budget

**Authority:**
- "Are you the person who'd make this decision?"
- "Who else would be involved in evaluating this?"
- Score: Decision-maker > Influencer > Researcher > Unknown

**Need:**
- "What challenge are you trying to solve?"
- "How urgent is this for you right now?"
- Score: Urgent need > Acknowledged need > Exploring > No need

**Timeline:**
- "When are you looking to have something in place?"
- "Is there a deadline driving this?"
- Score: <30 days > <90 days > <6 months > No timeline

### Lead Scoring Model

| Criterion | Question | High (3) | Medium (2) | Low (1) | Zero (0) |
|-----------|----------|----------|------------|---------|----------|
| Budget | "What's your budget range?" | >$X | $Y-$X | <$Y | No budget |
| Authority | "What's your role in this decision?" | Decides | Influences | Researches | None |
| Need | "How urgent is solving this?" | Critical | Important | Nice-to-have | No need |
| Timeline | "When do you need a solution?" | <30 days | <90 days | Exploring | No timeline |