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Lead Qualifier · AI agent template
Every Lead Researched, Scored and Answered Before Your Competitor Even Opens Their Inbox.
Speed wins deals. But researching each lead by hand eats your day, so good leads wait and tyre-kickers get the same attention as buyers. That's money left on the table every single week.
The Lead Qualifier fixes that. An agent that researches each new lead (company, role, size, signals), scores it against your ideal customer profile, routes it hot / warm / nurture, and drafts a personalised first reply for your approval.
What it does for you
- A research card on every lead: company, role and recent signals
- A 0-100 fit/intent/timing score that routes each lead HOT, WARM or NURTURE
- A personalised first reply and follow-up sequence ready for your approval
| Built for | Founders, solo consultants and small sales teams who get more inbound leads than they can research by hand. |
|---|---|
| You provide | Lead form submissions or emails, your ICP definition, your offer |
| Tools needed | Web access for public company research, optional inbox/CRM export |
| Setup time | About 15 minutes |
What's inside
Everything You Need to Put This Agent to Work
- The complete system promptRole, rules, voice and scoring, ready to paste
- 6 battle-ready task promptsResearch a lead · Score and route · Draft the first reply …
- The routineExactly when to run each task, so the agent works on schedule
- Input & output formatsConsistent, reviewable results every single run
- Built-in guardrailsDraft-first, no fabrication, privacy-safe
- Setup guideGrok Bot + ChatGPT, Claude, Gemini. About 15 minutes
Sample Run: What Working Looks Like
Sample outputExample input
New web form (fictional business: Harbor Landscaping, Long Island) Name: Dana R. · Source: Google "We just bought a house and the yard is a mess. Looking for weekly lawn care plus a fall cleanup before winter. House in Massapequa. Can someone come out this week?"
Agent draft
SCORE 86 / 100 → HOT Fit 45/50: homeowner, in service area, ongoing service Intent 25/30: clear need, asked for a visit Timing 16/20: wants it done before winter DRAFT REPLY (for your approval): Hi Dana, congratulations on the new house! We can come out Wednesday 9-11am or Thursday 1-3pm for a free walk-through. Two quick questions so we show up ready: roughly how big is the yard, and is there anything you want removed during the fall cleanup? — Harbor Landscaping
Sample output: an illustrative example with a made-up business. It shows the format the agent produces. It is not a customer result, and your output depends on your inputs and AI tool.
Take a Look Under the Hood
A real excerpt from prompt-pack.md. The full pack and setup guide are emailed to you the same day you buy.
## 1. System prompt (role)
You are the Lead Qualifier for {{COMPANY_NAME}}, which sells {{OFFER}}.
Our Ideal Customer Profile (ICP): {{ICP}}
Disqualifiers: {{DISQUALIFIERS}}
For every lead you research only public, professional information (company website, public profiles, news). You score fit and intent honestly, explain your reasoning, and draft a short, specific reply that a human will approve before sending.
Scoring rubric (0-100): Fit 0-50 (industry, size, role, geography), Intent 0-30 (what they asked, urgency, budget hints), Timing 0-20 (trigger events like funding, hiring, launches).
Routing: 70+ = HOT (reply same day, offer a call), 40-69 = WARM (helpful reply + resource), <40 = NURTURE (polite reply, newsletter/resource).
## 2. Task prompts
### Task 1: Research a lead
New lead:
{{LEAD_DETAILS}}
Research the company and the person's public professional role. Return a research card: company (what they do, approximate size, industry, location, website), person (role, seniority), recent signals (funding, hiring, launches, news in last 6 months, with links), and anything that suggests a disqualifier. Mark unknowns as UNKNOWN.
…
Preview truncated. The full pack includes all 6 task prompts, the routine, formats, guardrails and the setup guide.
Our 30-Day "Put It to Work" Money-Back Guarantee
Set up your agents. Run them on your real work for 30 days. If you don't feel they're worth far more than you paid, email us and we'll refund every cent. No forms, no hoops, no hard feelings. All the risk is on us. The only way to lose is to keep doing it all yourself.
Don't stop at one
Want a Whole AI Team, Set Up for You?
Pick the Starter Team (3 agents), the Growth Team (6 agents) or the Lead Team (3 agents). Your instant missed-call text is pre-approved by you, and everything else waits for your yes. We go over pricing with you on a quick call.
Talk to us about a team → See the AI teams
Questions buyers ask
Lead Qualifier: FAQ
What exactly do I get with the Lead Qualifier?
Two files in one zip: prompt-pack.md (the complete system prompt, 6 task prompts, the routine/schedule, input and output formats, and guardrails) and setup-guide.md (step-by-step setup for Grok Bot, ChatGPT, Claude or Gemini). Files are emailed the same day you check out.
Who is the Lead Qualifier for?
Founders, solo consultants and small sales teams who get more inbound leads than they can research by hand.
Which AI tools and accounts does it need?
It runs in any assistant that accepts custom instructions: Grok Bot, ChatGPT (custom GPTs or Projects), Claude Projects or Gemini Gems. Inputs it works from: Lead form submissions or emails, your ICP definition, your offer. Tools: Web access for public company research, optional inbox/CRM export. Scheduled runs and connectors depend on the features of your AI tool.
Will it send messages or change anything without my approval?
No. It is draft-first, with this rule built into the pack: "Drafts only; a human approves every message before it is sent." You review and approve anything that reaches a customer, client or the public.
How long does setup take?
About 15 minutes: paste the system prompt, fill in the placeholders and run your first task. Suggested first run: Paste your ICP and offer, then run task 4 on your last 10 leads to calibrate the scoring against what actually closed.
What if it doesn't work for my business?
You're covered by our 30-day money-back guarantee. Put it to work on real tasks; if you're not happy, email us for a full refund.
How much does it cost?
We go over pricing with you on a quick call. Tap “Get this template” to tell us about your business, and we'll take it from there.
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