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lead-qualification-bot
Score and qualify inbound leads against ICP criteria
Used by
Skill: Lead Qualification Bot
Agent: Devin (Delivery Ops) Purpose: Qualify inbound leads before they reach the sales team Category: Core Deliverable #4
Build Steps
1. Define Qualification Criteria
Per client's ICP:
- Budget range (minimum threshold)
- Service type match
- Geographic location
- Timeline/urgency
- Decision-maker status
2. Qualification Flow
- Trigger: New inbound lead (form, chat, email, phone)
- Step 1: Auto-respond with 3-5 qualifying questions (conversational, not survey-like)
- Step 2: Score responses against criteria (0-100 point scale)
- Step 3: Route based on score:
- 80+: Hot lead → immediate notification to sales team + auto-book meeting
- 50-79: Warm lead → add to nurture sequence
- Below 50: Cold → polite decline or redirect to self-serve resources
3. Multi-Channel Support
- Website chat widget (primary)
- SMS (for phone inquiries)
- Email (for email inquiries)
- Same qualification logic regardless of channel
4. CRM Integration
- Auto-create contact with qualification score
- Tag with: lead source, qualification tier (hot/warm/cold), key responses
- Hot leads trigger Slack/Telegram alert to sales
Testing Checklist
- Qualification questions fire on new lead
- Scoring logic correctly categorizes test leads
- Hot leads trigger immediate notification
- Warm leads enter nurture sequence
- Cold leads get polite redirect
- CRM records created with correct tags/scores
View raw SKILL.md
# Skill: Lead Qualification Bot **Agent:** Devin (Delivery Ops) **Purpose:** Qualify inbound leads before they reach the sales team **Category:** Core Deliverable #4 --- ## Build Steps ### 1. Define Qualification Criteria Per client's ICP: - Budget range (minimum threshold) - Service type match - Geographic location - Timeline/urgency - Decision-maker status ### 2. Qualification Flow - **Trigger:** New inbound lead (form, chat, email, phone) - **Step 1:** Auto-respond with 3-5 qualifying questions (conversational, not survey-like) - **Step 2:** Score responses against criteria (0-100 point scale) - **Step 3:** Route based on score: - 80+: Hot lead → immediate notification to sales team + auto-book meeting - 50-79: Warm lead → add to nurture sequence - Below 50: Cold → polite decline or redirect to self-serve resources ### 3. Multi-Channel Support - Website chat widget (primary) - SMS (for phone inquiries) - Email (for email inquiries) - Same qualification logic regardless of channel ### 4. CRM Integration - Auto-create contact with qualification score - Tag with: lead source, qualification tier (hot/warm/cold), key responses - Hot leads trigger Slack/Telegram alert to sales ## Testing Checklist - [ ] Qualification questions fire on new lead - [ ] Scoring logic correctly categorizes test leads - [ ] Hot leads trigger immediate notification - [ ] Warm leads enter nurture sequence - [ ] Cold leads get polite redirect - [ ] CRM records created with correct tags/scores