Inbound Lead Qualification

Description

Qualifies inbound leads against full ICP criteria — company size, industry, use case fit, role/seniority of the person. Checks CRM and existing customer base for duplicates and existing relationships. Outputs a scored CSV with qualification status, reasoning, and pipeline overlap flags. Tool-agnostic — works with any CRM, enrichment tool, or data source.

What this skill does

1. 1Checks each lead against CRM and existing pipeline to flag existing customers, active deals, and previously contacted contacts before scoring.
2. 2Scores each company across five ICP dimensions -- size, industry, stage, geography, and use case fit -- with explicit reasoning per dimension.
3. 3Evaluates each contact's title, seniority, department, and authority type (economic buyer, champion, evaluator, user).
4. 4Infers the lead's likely intent from their inbound action (demo request, trial signup, content download) and maps it to product capabilities.
5. 5Outputs a scored CSV with composite scores, qualified/borderline/near-miss/disqualified verdicts, and a summary report with top qualification and disqualification reasons.

When to use

• You have a batch of inbound leads and need a qualified/disqualified verdict on each before routing to sales.
• You want to separate hot leads from noise after a campaign or product launch drives a spike in signups.
• Leads have been triaged for urgency and now need thorough ICP scoring before a rep reaches out.

Tools used

Frequently asked questions