Sales and pipeline
Know if a lead is worth chasing.
Scores one lead or prospect against your ideal customer profile, criterion by criterion, marking each met, not met or unknown with a line of evidence and its source. You get a fit score from 0 to 100 with its formula written out, a verdict of qualified, not qualified or needs info, and one next step for a person to take. It never contacts the lead.
- Never contacts the lead
- Unknowns are never guessed
- Shows its scoring formula
At a glance
- Group
- Sales and pipeline
- Command
- /lead-qualify
- Uses
- The lead and your customer profile
- Writes
- A verdict in the prospect file
- Sends
- Nothing. Drafts only.
01When to use it
Use it before anyone spends time on a lead.
- A new lead or prospect just arrived, and you want a qualified, not qualified or needs-info call before anyone works it.
- You want a fit score you could defend, with every reason tied to a named criterion rather than a gut feel.
- A prospect file needs a recorded verdict before it moves to outreach or gets dropped.
- Someone asks whether an account is worth pursuing.
Not for
- Building a profile of a new account from public sources. Use /lead-research
- Adding company size, funding and key roles to a thin file. Use /lead-enrich
- Writing the first email to a prospect. Use /email-personalize
02What it needs
The lead, and the profile it is judged against.
- The lead: its file in your pipeline, or details you paste in, such as name, company, role, size, industry, signals and where it came from.
- Your ideal customer profile. It is required, since a score means nothing without criteria to score against. On an agency setup it uses the active client's profile, not the agency's own.
- Your offer file, recommended, to check the lead could plausibly buy what you sell.
- Your settings, which say which setup is active and where your numbers log lives.
03What it writes
A verdict on file, and one log row.
- Pipeline/prospects/{slug}.md
- A dated qualification section with the verdict, the fit score, a reason for every criterion and the recommended next step. The status field changes to the verdict and the review date to today. A lead you pasted in gets a new file holding only what you supplied. On an agency setup, the section is written in the client folder and marked confidential.
- Ledger row
- One row for the count of qualified leads, pointing at the prospect file, with a confidence that reflects how solid the lead data was. A needs-info or not-qualified verdict leaves the count where it was.
- Verdict summary
- A short reply to you: the verdict, the score, the top reasons and the next step.
04Limits
What it never does.
- Email, message or otherwise reach out to the lead. A person takes the next step.
- Fill a gap with a guess. Company size, revenue or a signal it cannot source is marked unknown.
- Count a lead as qualified in your numbers log unless its verdict says so.
- Edit or reorder an earlier row in your numbers log.
- Look at another client's files on an agency setup.
What stays with you.
- Taking the next step: booking the call, moving the lead to nurture, asking for the missing fact, or dropping it.
- Finding the answers a needs-info verdict asks for.
05Sample output
One lead, scored against five criteria.
The qualification section from a made-up prospect file, for a company selling booking software to clinics. In a real file, each fact found outside your own records names its source.
| Criterion | Evidence | Source | Result |
|---|---|---|---|
| Clinic or practice, must-have | Runs three physiotherapy clinics | example-physio.com/about | Met |
| 10 to 50 staff, must-have | Team page lists 14 people | example-physio.com/team | Met |
| One region | All three clinics sit in one county | example-physio.com/locations | Met |
| Owner or operations lead | Contact is the head of operations | Details you pasted | Met |
| Budget holder known, must-have | Nothing public names who signs off | None found | Unknown |
- Clinic or practice, must-have Met
- EvidenceRuns three physiotherapy clinics
- Sourceexample-physio.com/about
- 10 to 50 staff, must-have Met
- EvidenceTeam page lists 14 people
- Sourceexample-physio.com/team
- One region Met
- EvidenceAll three clinics sit in one county
- Sourceexample-physio.com/locations
- Owner or operations lead Met
- EvidenceContact is the head of operations
- SourceDetails you pasted
- Budget holder known, must-have Unknown
- EvidenceNothing public names who signs off
- SourceNone found
Score, verdict and next step
- Fit score: 75 of 100, from weighted criteria met over weighted criteria in total, with must-haves counted twice.
- Verdict: needs info. A must-have is unknown, and one question can settle it.
- Next step for a person: ask who approves the purchase, then decide.
06Related skills
Often run beside it.
/lead-researchResearch a prospect from public sources Sales and pipeline/lead-enrichAdd company and contact details to a lead Sales and pipeline/email-personalizePersonalize one email to one prospect Content and publishing/pipeline-updateUpdate deals from call notes or CRM exports Daily operations
07Questions
Before you run it.
Does it ever get in touch with the lead?
No. Its output is a verdict and a recommendation, written into the prospect file. Any call, email or nurture step is for a person to take.
What if it cannot find a fact?
That criterion is marked unknown, never filled in. When an unknown must-have could be answered with a question, the verdict becomes needs info and the next step says what to ask.
How is the fit score worked out?
As the share of weighted criteria the lead meets, from 0 to 100. Must-haves weigh more, hitting an explicit disqualifier caps the score, and the formula is written out so anyone can get the same number.
Have us build it
We can build it for you.
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