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Zhongwei Li
2025-11-29 18:31:49 +08:00
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name: lead-qualification
description: Use when evaluating ICP fit, buying intent, and routing priority for new leads.
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# Lead Qualification Skill
## When to Use
- New inbound/outbound leads need scoring before SDR outreach.
- Marketing > Sales handoff requires consistent acceptance criteria.
- You must prioritize high-intent signals for limited SDR capacity.
- RevOps wants transparent scoring logic tied to pipeline stages.
## Framework
1. **FITS Model** Firmographics, Intent, Timing, Solution Match as core dimensions.
2. **Scoring Steps** normalize data, apply weights, set thresholds (80+, 6079, 4059, <40), and capture explainability notes.
3. **Question Toolkit** pain, authority, budget, timeline prompts to validate scoring inputs.
4. **Routing Logic** map scores to AE handoff, SDR follow-up, nurture, or recycle.
5. **Handoff Checklist** verify CRM data, attach notes/enrichment, include recommended CTA, start AE SLA timer.
## Templates
- Fit scoring sheet (CSV) with weight columns and notes.
- Intent signal decoder (G2 topics → pains) for faster scoring.
- Playbooks for inbound vs outbound vs PQL models.
- Handoff checklist doc for SDRs.
## Tips
- Review weights quarterly with RevOps to match evolving ICP.
- Keep explainability notes so AEs trust automated scores.
- Pair scoring with QA sampling to catch bad data feeds early.
- Share top intent triggers weekly so marketing can reinforce them.
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