Create intermediate Works with: Any AI

Qualification Decision Tree for Inbound Leads

Decision tree Has example

Decide quickly which leads deserve a full sales process.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

Create a qualification process for inbound leads. My offer and price range: [OFFER_AND_PRICE]. Best-fit customers (size, industry, situation): [BEST_FIT]. Poor-fit customers I should not pursue: [POOR_FIT]. Information I collect on forms: [FORM_FIELDS]. Sales capacity per week: [CAPACITY].

Build a decision tree in text:
1. Fit gate: IF the lead matches a hard disqualifier (outside region, below minimum budget, unsupported use case, competitor) THEN route to a polite decline with a helpful alternative.
2. Need gate: IF there is a stated problem my product solves THEN continue; IF they only ask for general information THEN send a resource and nurture.
3. Authority and process: who decides, who else is involved? IF they are a researcher without authority THEN ask for an introduction to the decision maker or provide a short internal-pitch summary.
4. Timing and budget: IF a project is planned within 90 days and a budget exists or can be created THEN book a discovery call this week; IF later THEN nurture with a reminder date.
5. Score each lead 0 to 3 on fit, need, authority, timing; define thresholds for A, B, and C leads and the response time and action for each.

Provide the scoring table, the text of three routing emails (book a call, nurture, decline), five screening questions for a 5-minute qualification call, and a weekly review of declined and won leads to adjust criteria. Avoid discriminating by protected characteristics.

Fill in before use

Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Lead: Karen, operations manager at a 35-person logistics firm, asked for a demo.
Branch 1, problem confirmed? Yes: manual dispatch costs about 9 hours a week.
Branch 2, authority? Partly: she recommends but the owner signs.
Branch 3, budget? Unknown.
Branch 4, timing? Contract with current vendor ends in 4 months.
Decision: advance to discovery call, not demo. Next action: send two-question email asking who signs and whether a budget exists, and offer a 20-minute call Thursday.
Score: 3 of 4 criteria confirmed or partly confirmed. Record "authority: owner to be involved" in the CRM.

• qualification