Lead qualifier: AI agent prompt
Score inbound leads against your ideal customer profile.
SalesLead qualificationbeginnerThe prompt
My ideal customer: [industry, size, budget, problem]. Score each lead 1-10 for fit, explain in one line, and suggest the next action (call, nurture email, discard). Leads: [paste]
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.
Works with: ChatGPT, Claude, Gemini, HubSpot AI
Real-world example: monday.com/blog/ai-agents/ai-business-use-cases/
Featured in: Free AI agent prompts for small business (beginner-friendly)
Before you use it: what to check
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
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