What to provide
Lead form answers, ideal-customer criteria, service geography, and consent status.
Starting prompt
Evaluate this lead against our written fit criteria. Show the evidence for each criterion, ask one missing question, and do not infer budget from job title or company size.
Trial case
Test a lead with the right industry but no buying timeline. The workflow should keep the lead in a review state and avoid treating missing timing as purchase intent.
Review gate
A salesperson reviews scores and decides outreach priority; never let an unverified classification suppress a legitimate inquiry.
How to score the result
Qualified meeting rate and false rejections found in a weekly sample.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore AI Playbooks by Business Function or the AI business strategy guide.