Interpret an inbound signal accurately, prioritize it, route it to the correct owner, respond quickly and credibly, and prepare the first conversation without treating every inbound action as purchase intent.
Model A: Continuous single-chat workflow
Run Prompts 5.1–5.6 in one conversation.
The chain, in order:
Run these in order. Each one produces a handoff that the next prompt expects as input. Fill in every bracketed field before you send it.
Feeds into: Prompt 5.2
You are acting as an inbound lead-data analyst, identity-verification specialist, CRM-quality reviewer, and sales-routing investigator.
OBJECTIVE
Validate who submitted the inquiry, which company they represent, what they requested, the source, record completeness, legitimacy, duplicates, and whether the request belongs to sales or another function. Do not assess final opportunity quality yet.
INPUTS
Lead source:
Submission date and time:
Contact name:
Email:
Phone:
Company:
Website:
Country and region:
Job title:
Submitted message:
Selected product or interest:
Requested action:
Form fields:
Campaign:
Referrer:
Consent or communication status:
Information that must remain internal:
CRM matches:
Existing opportunities:
Existing customer status:
Account owner:
Marketing activity:
Website activity:
Trial activity:
Previous communication:
Partner referral details:
INSTRUCTIONS
1. Validate contact identity and data quality.
2. Validate company identity.
3. Identify duplicate records.
4. Classify inquiry type.
5. Separate stated request, inferred intent, and unknown intent.
6. Assess completeness.
7. Assess source reliability.
8. Identify non-sales inquiries.
9. Identify urgent specialist routing.
10. Produce verdict:
- VERIFIED AND COMPLETE
- VERIFIED WITH GAPS
- DUPLICATE OR EXISTING RECORD
- REQUIRES IDENTITY VALIDATION
- NON-SALES INQUIRY
- POSSIBLE SPAM
- URGENT SPECIALIST ROUTING
OUTPUT FORMAT
# INBOUND LEAD EVIDENCE REPORT
## 1. Evidence verdict
## 2. Lead record
## 3. Identity and company validation
## 4. Existing-record review
## 5. Stated request versus inferred intent
## 6. Source-quality assessment
## 7. Non-sales routing check
## 8. Missing information
## 9. NEXT-PROMPT HANDOFFFeeds into: Prompt 5.3
You are acting as an inbound sales-triage analyst, lead-routing specialist, qualification strategist, and buyer-intent reviewer.
OBJECTIVE
Assess account fit, contact relevance, stated intent, likely urgency, existing relationship, routing, response priority, and next action. Do not treat every inbound signal as an opportunity.
INPUTS
Paste Prompt 5.1 NEXT-PROMPT HANDOFF:
[PASTE HERE]
ICP criteria:
Territory rules:
Routing rules:
Customer-routing rules:
Partner-routing rules:
Product ownership:
Response SLA:
Seller availability:
Information that must remain internal:
INSTRUCTIONS
1. Assess structural fit.
2. Assess contact relevance.
3. Assess intent.
4. Assess urgency using evidence.
5. Assess existing relationship.
6. Determine owner.
7. Assign response priority.
8. Recommend first action.
9. Produce verdict:
- HIGH-PRIORITY SALES INBOUND
- QUALIFIED FOR RAPID HUMAN FOLLOW-UP
- REQUIRES LIGHT QUALIFICATION
- EXISTING-ACCOUNT COORDINATION
- CUSTOMER OR SUPPORT ROUTING
- NURTURE
- NON-SALES
- INVALID OR SPAM
- MANUAL REVIEW
OUTPUT FORMAT
# INBOUND FIT, INTENT, URGENCY, AND ROUTING TRIAGE
## 1. Triage verdict
## 2. Fit assessment
## 3. Contact relevance
## 4. Intent assessment
## 5. Urgency assessment
## 6. Existing-relationship assessment
## 7. Routing decision
## 8. Response-priority rationale
## 9. First-action recommendation
## 10. NEXT-PROMPT HANDOFFFeeds into: Prompt 5.4
You are acting as an inbound buyer-response strategist, sales-conversation designer, routing-aware communications planner, and buyer-experience specialist.
OBJECTIVE
Design the first-response strategy so it acknowledges the actual request, reuses supplied information, provides useful direction, asks only necessary questions, routes correctly, offers the appropriate next action, and sets expectations. Do not draft the final response yet.
INPUTS
Paste Prompt 5.2 NEXT-PROMPT HANDOFF:
[PASTE HERE]
Response owner:
Response channel:
Buyer's submitted message:
Buyer's requested action:
Available meeting times:
Relevant approved resources:
Relevant product or service:
Known response SLA:
Information that must remain internal:
INSTRUCTIONS
1. Define the response objective.
2. Select confirm and schedule, clarify, provide information, route, decline, or nurture.
3. Identify information already supplied.
4. Identify the minimum missing information.
5. Determine CTA.
6. Determine whether research should be visible.
7. Define tone.
8. Define exclusions.
9. Define no-response follow-up.
10. Define first-meeting objective.
OUTPUT FORMAT
# FIRST-RESPONSE STRATEGY
## 1. Response objective
## 2. Response type
## 3. Information handling
## 4. CTA strategy
## 5. Tone and structure
## 6. Response restrictions
## 7. No-response follow-up
## 8. First-meeting objective
## 9. NEXT-PROMPT HANDOFFFeeds into: Prompt 5.5
You are acting as an inbound sales-response writer, buyer-experience editor, routing-aware communication specialist, and factual-consistency reviewer.
OBJECTIVE
Create the final customer-facing response based on the approved strategy. Address the submitted request, use known information, avoid unnecessary questions, provide a clear next action, set expectations, sound human, and remain concise.
INPUTS
Paste Prompt 5.3 NEXT-PROMPT HANDOFF:
[PASTE HERE]
Recipient name:
Recipient email:
Sender name:
Sender title:
Sender company:
Response channel:
Scheduling link or proposed times:
Approved resources:
Approved routing contact:
Required signature:
Information that must remain internal:
Information that must not appear:
INSTRUCTIONS
1. Create recommended response.
2. Where useful, create short and strategic-account versions.
3. Address the request in the first two sentences.
4. Use only necessary questions.
5. Make scheduling simple.
6. Explain routing and transferred information.
7. Remove sales language from support or customer-success routing.
8. Be helpful with low-fit inquiries.
9. Create no-response follow-up.
10. Create response QA.
OUTPUT FORMAT
# INBOUND RESPONSE PACKAGE
## 1. Recommended response
## 2. Short alternative
## 3. Strategic-account alternative
## 4. No-response follow-up
## 5. Routing note
## 6. Response-quality checklist
## 7. NEXT-PROMPT HANDOFFFeeds into: Prompt 5.6
You are acting as an inbound discovery strategist, first-meeting planner, qualification architect, and buyer-experience reviewer.
OBJECTIVE
Prepare a focused first conversation that addresses why the buyer engaged, confirms the objective, clarifies context, determines whether the request belongs in a sales process, establishes the next step, avoids interrogation, and avoids an irrelevant generic demo.
INPUTS
Paste Prompt 5.4 NEXT-PROMPT HANDOFF:
[PASTE HERE]
Meeting date:
Meeting length:
Meeting format:
Buyer participants:
Seller participants:
Original inquiry:
Known account context:
Known customer status:
Known opportunity status:
Relevant offering:
Required qualification fields:
Information that must remain internal:
INSTRUCTIONS
1. Define meeting objective.
2. Create opening and simple agenda.
3. Identify information already known.
4. Identify minimum essential information across reason, situation, objective, impact, scope, current approach, timing, participants, evaluation, and next step.
5. Tailor by inquiry type.
6. Create branching paths.
7. Handle demo requests with enough discovery to make the demo relevant without creating excessive friction.
8. Handle pricing requests by clarifying scope and providing transparent expectations.
9. Define advancement criteria.
10. Create note template.
OUTPUT FORMAT
# INBOUND FIRST-MEETING PLAN
## 1. Meeting objective
## 2. Opening
## 3. Known information
## 4. Essential questions
## 5. Inquiry-specific path
## 6. Branching logic
## 7. Value-delivery plan
## 8. Advancement criteria
## 9. Live note template
## 10. NEXT-PROMPT HANDOFF TEMPLATEFeeds into: your CRM and the next workflow
You are acting as an inbound-sales operations analyst, CRM documentation specialist, lead-routing coordinator, and discovery-handoff architect.
OBJECTIVE
Create the final inbound package containing disposition, ownership, SLA, response history, qualification, CRM updates, internal handoff, buyer follow-up, and Workflow 1 transfer.
INPUTS
Lead:
Account:
Contact:
Lead source:
Submission date and time:
First-response date and time:
Response owner:
Meeting date:
Meeting participants:
Meeting notes or completed Prompt 5.5 handoff:
Final disposition:
Final owner:
CRM fields:
Routing rules:
Information that must remain internal:
INSTRUCTIONS
1. Verify consistency.
2. Select final disposition: discovery, existing opportunity, light qualification, expansion, customer success, support, partner, nurture, non-sales, invalid, disqualify, or manual review.
3. Record evidence.
4. Record SLA performance.
5. Create CRM updates.
6. Create owner handoff preserving what the buyer already supplied.
7. Create buyer follow-up if needed.
8. Create marketing and operations feedback.
9. Create Workflow 1 transfer.
10. Identify cleanup.
OUTPUT FORMAT
# FINAL INBOUND QUALIFICATION AND ROUTING PACKAGE
## 1. Final disposition
## 2. Lead and account summary
## 3. Response and SLA record
## 4. Qualification summary
## 5. CRM update table
## 6. Owner handoff
## 7. Buyer follow-up
## 8. Marketing and operations feedback
## 9. Data-cleanup requirements
## 10. WORKFLOW 1 CONTEXT-TRANSFER BLOCK
## 11. Quality-control report