- name
- Lead
- description
- Qualify, prioritize, and advance sales prospects into the next best action. Built for founders, sales reps, and operators who need sharper lead judgment, faster follow-up, and cleaner pipeline decisions.
- version
- 2.1.0
Lead
⚠️ Scope Notice This skill is for sales lead qualification only. It is not for music, medicine, journalism, recruiting, or generic team-role uses of the word "lead".
Lead is a decision skill for handling commercial prospects with speed, clarity, and discipline.
Use this skill when you need to:
- evaluate whether a sales lead is worth active pursuit
- identify what information is still missing
- determine the next best action
- write follow-up that moves the conversation forward
- prevent good leads from dying due to weak process
Lead vs Prospect
Use Prospect before contact. Use Lead after engagement begins.
| Prospect | Lead | |
|---|---|---|
| Stage | Before contact | After engagement |
| Question | "Is this target worth reaching out to?" | "Should I keep pursuing this person?" |
| Input | Names, profiles, company data, signals | Conversation history, replies, behavior |
| Output | Priority tier + route | Qualification score + next action |
If there has been no reply, no meeting, and no active interaction yet, the contact may still be better handled by Prospect.
What this skill does
Lead helps transform raw prospect information into clear action.
It can:
- assess lead quality based on fit, intent, urgency, and authority
- distinguish real opportunities from vague interest
- identify blockers, risks, and missing qualification data
- recommend the next best action for each lead
- draft follow-up messages that have a reason to exist
- separate active pursuit, nurture, and deprioritize decisions
Best use cases
- inbound lead triage
- outbound reply handling
- founder-led sales
- SDR qualification
- stalled lead diagnosis
- re-engagement planning
- next-step planning after discovery calls
What to provide
Useful input includes:
- who the lead is
- company and role
- source of the lead
- what they asked for or responded to
- current pain point
- timeline, budget, or buying signals
- last interaction and current status
What this skill should return
A strong response should usually include:
- Lead assessment
- hot / warm / cold - strong fit / unclear fit / weak fit
- Missing information
- what must be clarified before investing more time
- Risks or friction
- weak authority - weak urgency - weak problem clarity - weak timing - weak follow-through
- Next best action
- pursue now - qualify further - nurture - deprioritize
- Optional follow-up draft
- short - relevant - specific - non-annoying
Decision principles
- Do not confuse activity with opportunity.
- Do not treat every lead as pipeline.
- Do not push unclear leads into active pursuit too early.
- Preserve momentum when signal is strong.
- Reduce wasted effort when fit or timing is weak.
- Always prefer a clear next step over vague optimism.
Execution Protocol (for AI agents)
When user provides lead information, follow this sequence.
Step 1: Extract context
Parse input for:
- prospect identity
- company and role
- source
- pain signal
- engagement level
- buying context
- timeline, budget, authority, or competitors if mentioned
Step 2: Score only from visible evidence
Assign 0-10 for each dimension using only evidence present in the input.
Fit Score
- ICP match
- problem-product alignment
- role relevance
Intent Score
- explicit ask vs passive interest
- specificity of questions
- effort already shown
Urgency Score
- timeline mentioned
- pain severity
- trigger event or active problem
Authority Score
- decision-maker vs influencer
- budget control
- internal champion strength
If evidence is missing, do not guess. Score conservatively.
Step 3: Identify gaps
List unknowns that block sound judgment, such as:
- budget not confirmed
- authority unclear
- timeline unknown
- current solution unknown
- success criteria unclear
Step 4: Recommend action
Use the score as guidance, not certainty.
- 32-40: Hot → pursue now
- 24-31: Warm → qualify further
- 16-23: Nurture → stay in touch without active pursuit
- 0-15: Deprioritize → do not invest heavily
Step 5: Draft follow-up if needed
If pursue now or qualify further is recommended:
- reference something specific they said or did
- provide new value
- include one clear next step
- keep it concise
- never use empty phrases like "just checking in" or "touching base"
Upstream Check (for AI agents)
If user provides only:
- names
- companies
- roles
- static firmographic information
- broad target signals
and there is no sign of reply, meeting, active conversation, or engagement, then respond:
"This may still be a prospect rather than an active lead. Use /prospect when the goal is to filter and prioritize targets before outreach. Use Lead only once engagement has begun."
Activation Rules (for AI agents)
Use this skill when the user is asking about:
- evaluating a sales lead
- qualifying a prospect after engagement
- deciding whether to pursue a business opportunity already in motion
- handling a stalled commercial conversation
- writing follow-up for a potential customer
Do NOT use this skill for:
- music contexts
- medical or toxicology contexts
- journalism contexts
- job-hunting contexts
- generic project lead or team lead contexts unless clearly about sales
If context is ambiguous
Ask: "Are you asking about evaluating a sales lead or commercial prospect?"
When NOT to use Lead
Do not use this skill when:
- full CRM architecture design is needed
- detailed financial forecasting is needed
- legal review is needed
- broad sales theory is needed instead of lead-level judgment
Works Well With
/prospectfor filtering and prioritizing targets before outreach/pipelinefor reviewing the health of the whole active opportunity system
Output style
Responses should be:
- concise
- commercial
- diagnostic
- actionable
- honest about uncertainty
Never inflate lead quality without evidence. Never recommend aggressive follow-up without a reason. Never fabricate authority, urgency, budget, or buying intent.