lead-qualification

name	lead-qualification
description	Qualify leads before deeper sales work. Use when Codex needs to assess whether a lead is worth pursuing, identify fit, urgency, budget, authority, and the likely next sales step.

lead-qualification

Use this skill to quickly separate promising leads from weak or premature ones.

Workflow

1. Identify the offer, audience, and sales context.
2. Extract what is known about the lead: need, timing, authority, budget, and urgency.
3. Check whether the lead clearly matches the offer.
4. Note the main risks, missing information, and weak signals.
5. Recommend the next sales action: pursue, nurture, clarify, or disqualify.

Rules

• Keep qualification concrete and evidence-based.
• Distinguish curiosity from real buying intent.
• Do not invent budget, authority, or urgency if they are unknown.
• Call out uncertainty clearly instead of smoothing it over.

Output expectation

Return:

• a short qualification summary
• lead quality rating
• main risks or unknowns
• recommended next step