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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