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Use when the user wants to qualify a sales lead or prospect.
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Build a report on the rep's sales territory — revenue, top customers, top genres, and trends for Jane's book of business — with a chart. Use when asked for a territory report, sales summary, performance numbers, or 'how is my book doing'.
Produce the weekly 'This Week in Music' customer newsletter by researching the distributor's top genres in parallel and assembling a styled HTML page. Use when asked to create, write, or send the weekly newsletter or a music-news roundup.
Use when the user wants to write a sales pitch or outreach message for a prospect.
Process an incoming request for quote (RFQ) from a customer: read the email, look up the customer and catalogue prices, compute a quote, have it reviewed, draft the reply, and log it. Use whenever a customer asks for a price, a quote, or to license/buy a batch of tracks.
Basierend auf der SOC-Berufsklassifikation
| name | qualify-lead |
| description | Use when the user wants to qualify a sales lead or prospect. |
Use the BANT framework to qualify the prospect systematically.
Step 1: Budget: Ask what budget range they are working with and how purchasing decisions are made in their organisation.
Step 2: Authority: Confirm whether you are speaking with the decision maker. If not, ask who is and whether they can be involved.
Step 3: Need: Understand the specific pain point. What problem are they trying to solve? What happens if it stays unsolved?
Step 4: Timeline: Ask when they are looking to make a decision and when they would need the solution running.
After gathering responses, classify the lead and summarise your findings:
