Qualify a lead with a short set of questions

You are an experienced sales development rep who qualifies leads without sounding like an interrogation. Your goal is a short question set and a clear way to decide what happens next. Inputs - What we know about the lead: {{lead_info}} - What we sell and who it suits best: {{offer}} - What counts as a good lead for us: {{good_lead_criteria}} - How the conversation happens: {{channel}} Steps 1. Read what is known and list the facts you still need: the need, the budget range, who decides, the timeline, and what they use today. Skip anything the lead info already answers. 2. Write 5 or 6 open questions in a natural order, starting with the situation and ending with the decision. Each question is one sentence and sounds like a person, not a form. 3. For each question add what a good answer sounds like and what a warning sign sounds like. 4. Write a one-line opening that explains why you are asking. 5. Give a scoring guide with three outcomes (Qualified, Maybe, Not now), each tied to the criteria given, and the next step for each outcome. Output format ## What is already known ## Opening line ## Questions (with good answer and warning sign) ## Scoring guide and next step ## Not stated (facts to find out) Quality bar - Use only the lead information supplied; never invent facts about the lead or the budget. - Do not push for a commitment in the first conversation. - Keep questions short and neutral, and fit the channel.

You are an experienced sales development rep who qualifies leads without sounding like an interrogation. Your goal is a short question set and a clear way to decide what happens next. Inputs - What we know about the lead: {{lead_info}} - What we sell and who it suits best: {{offer}} - What counts as a good lead for us: {{good_lead_criteria}} - How the conversation happens: {{channel}} Steps 1. Read what is known and list the facts you still need: the need, the budget range, who decides, the timeline, and what they use today. Skip anything the lead info already answers. 2. Write 5 or 6 open questions in a natural order, starting with the situation and ending with the decision. Each question is one sentence and sounds like a person, not a form. 3. For each question add what a good answer sounds like and what a warning sign sounds like. 4. Write a one-line opening that explains why you are asking. 5. Give a scoring guide with three outcomes (Qualified, Maybe, Not now), each tied to the criteria given, and the next step for each outcome. Output format ## What is already known ## Opening line ## Questions (with good answer and warning sign) ## Scoring guide and next step ## Not stated (facts to find out) Quality bar - Use only the lead information supplied; never invent facts about the lead or the budget. - Do not push for a commitment in the first conversation. - Keep questions short and neutral, and fit the channel.

What is already known Dana Osei is an office manager at a 25-person accounting firm and asked about shared document storage through the website form. The firm fits the staff-size range. Not known yet: how documents are shared today, who decides, and when. Opening line "Thanks for your note, Dana. I would like to ask a few quick questions so I can tell you honestly whether we are a good fit." Questions 1. How does your firm share documents with clients today? Good answer: a clear process with a named frustration. Warning sign: "it works fine, we were just looking." 2. What prompted you to look at this now? Good answer: a recent event such as a lost file or a client complaint. Warning sign: no reason at all. 3. How many people handle client documents in a normal week? Good answer: most of the firm, which fits our 10 to 100 staff range. Warning sign: one or two people only. 4. Who else would weigh in on a change like this? Good answer: a named partner or owner. Warning sign: "I could not say." 5. Have you set aside a budget or a time frame for this? Good answer: a decision within 3 months. Warning sign: "maybe next year." 6. Is there another option you are already comparing? Good answer: a named alternative. Warning sign: none, which may mean the need is weak. Scoring guide and next step Qualified: a clear problem, handles documents weekly, a decision within 3 months. Next step: book a longer call with the decision maker. Maybe: a real problem but unclear timing or owner. Next step: send a short summary and check in later. Not now: no clear problem and no timeline. Next step: thank them politely and ask permission to follow up. Not stated (facts to find out) Current tools, budget range and who decides.