Lead Qualification Agent Rubric and Hand-Off Rules
Specify how an agent scores inbound leads and when it must hand off.
Added October 15, 2026. Written with AI assistance and checked for clarity and placeholders; not reviewed by a lawyer, accountant, clinician or other professional. How these prompts are made
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it (what [VERIFY] means).
Specify an agent that qualifies inbound leads for [BUSINESS_AND_OFFER]. Information available on each lead: [LEAD_FIELDS]. My ideal customer: [IDEAL_CUSTOMER]. Disqualifiers: [DISQUALIFIERS]. Sales team capacity and follow-up promises: [CAPACITY]. Provide a transparent scoring rubric with five criteria, each scored 0 to 3 with plain definitions and examples (budget, need, timing, authority, fit), the total and the threshold for hot, warm and cold. Write the agent instruction that explains each score in one sentence quoting the lead's own words, never infers protected characteristics, and states 'not enough information' rather than guessing. Define hand-off: what the human sees (score, reasons, quotes, open questions), service-level time, and the message the lead receives automatically (only a polite acknowledgement, no promises). Add a fairness check: how to sample decisions monthly, what patterns to look for, and how to correct the rubric. Include six invented lead examples and the expected scoring so I can test the agent. Mark anything about data privacy or consent as [VERIFY].
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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.
See an example result (fictional data)
Lead 4 (invented): Budget 2/3 ('we have about 20k set aside'); Need 3/3 ('our current process loses invoices'); Timing 2/3 ('want it live by Q3'); Authority 1/3 ('I'll need to ask my manager'); Fit 3/3. Total 11 of 15: warm.
Reasons, quoting the lead: budget stated, authority unclear.
Hand-off: owner notified within 4 working hours; questions for the human: who else is involved in the decision, and what happens if the date slips?
Automatic reply sent: a polite acknowledgement only, with no promises.
Fairness check: this score used no names, locations or personal traits.Illustrative only, made-up data. Your results will differ and must be reviewed.