Lead Qualification Framework
Score and qualify leads based on criteria and fit
Your sales team treats every lead the same — spending an hour on a tire-kicker who was never going to buy while a perfect-fit prospect goes cold. Without scoring, you're guessing who to prioritize, and guessing wrong costs deals.
Who it's for: sales managers building lead scoring systems, SDRs who need to prioritize outreach efficiently, revenue ops teams implementing qualification frameworks, BDRs qualifying inbound leads before passing to AEs, startups establishing their first sales process
Example
"Build a lead qualification framework for our B2B SaaS" → BANT + custom scoring model with criteria weights (budget: 25%, authority: 20%, need: 30%, timeline: 25%), auto-scoring rules for your CRM, and a qualification playbook showing reps exactly what to ask
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add lead-qualification# Lead Qualification
Score and qualify leads based on defined criteria to focus sales efforts effectively.
## Overview
This workflow helps you:
- Evaluate leads against qualification criteria
- Score leads for prioritization
- Identify deal-breakers and green flags
- Recommend next actions
- Maintain consistent qualificationGet new playbooks like this one
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What This Does
Score and qualify leads based on defined criteria to focus sales efforts effectively.
Quick Start
Step 1: Create a Project Folder
mkdir -p ~/Documents/LeadQualification
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/LeadQualification/
Step 3: Start Working
cd ~/Documents/LeadQualification
claude
Output Format
Lead Qualification Report
# Lead Qualification: [Company/Contact]
Best Practices
Qualification Tips
- Ask open-ended questions: Get context, not just yes/no
- Verify, don't assume: Confirm information directly
- Document everything: Keep CRM updated
- Re-qualify regularly: Situations change
- Know when to walk away: Time is valuable
Common Mistakes
- Qualifying too quickly
- Ignoring red flags
- Not identifying all stakeholders
- Assuming budget = ability to buy
- Forgetting to re-qualify over time
Limitations
- Cannot access CRM data directly
- Scoring requires defined criteria from user
- Cannot verify provided information
- Qualification is guidance, not guarantee
- Human judgment still essential