Library/Prospecting & Pipeline Creation/Inbound Lead Response/Build a B2B SaaS Lead Qualification Framework
TestedProspecting & Pipeline CreationQuick Win (under 10 min)

Build a B2B SaaS Lead Qualification Framework

Builds a qualification framework with a 0 to 10 scoring rubric, green and red flag lists and a routing rule.

About this prompt

This prompt builds a complete lead qualification and disqualification system for B2B SaaS — including a 0–10 scoring rubric across fit, intent, and timing, five green flags, five red flags, and a decision tree for borderline leads. It's for SDRs, BDRs, and AEs who need a standardized framework rather than rep-by-rep judgment calls. Use it when building a new qualification process, onboarding new reps, or diagnosing why pipeline quality is inconsistent.Most pipeline quality problems trace back to inconsistent qualification — reps using different criteria, over-qualifying some leads and under-qualifying others. This prompt builds the infrastructure to fix that: a scoring rubric covering fit, intent, and timing — each scored 0–10 with clear descriptors — plus five green flags (positive confirmation signals to move fast) and five red flags (permission to disqualify without feeling like you're leaving revenue behind). The nurture-versus-disqualify decision tree is the most practically valuable output — it removes the ambiguity that causes reps to stall on borderline leads rather than making a call. Fill in [PRODUCT], [ICP DEFINITION], [AVERAGE CONTRACT VALUE], [SALES CYCLE], [BUYER PERSONAS], [LEAD SOURCES] and [LOSS REASONS] before you run it. Use it as a starting framework, then adjust the scoring criteria and flag examples based on your actual win/loss data over the next 30 days.

The prompt

Act as a B2B SaaS revenue operations leader and produce a standardized lead qualification and disqualification framework with a 0-10 scoring rubric for fit, intent and timing, five green flags, five r
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Variables to replace

PRODUCT|ICP DEFINITION|AVERAGE CONTRACT VALUE|SALES CYCLE|BUYER PERSONAS|LEAD SOURCES|LOSS REASONS

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageQualification
SeatSDR, BDR, AE
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryProspecting & Pipeline Creation
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