Sales Qualification

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by refoundai · vlatest · Repository

This skill helps you quickly assess leads by asking targeted questions and scoring potential customers – boosting sales efficiency!

Install on your platform

We auto-selected Claude Code based on this skill’s supported platforms.

1

Run in terminal (recommended)

terminal
claude mcp add sales-qualification npx -- -y @trustedskills/sales-qualification
2

Or manually add to ~/.claude/settings.json

~/.claude/settings.json
{
  "mcpServers": {
    "sales-qualification": {
      "command": "npx",
      "args": [
        "-y",
        "@trustedskills/sales-qualification"
      ]
    }
  }
}

Requires Claude Code (claude CLI). Run claude --version to verify your install.

About This Skill

What it does

This skill helps AI agents qualify leads and prospects for sales teams. It assesses potential customers based on predefined criteria, determining if they are a good fit for further engagement. The agent can ask targeted questions to gather information and score leads according to established qualification frameworks like BANT (Budget, Authority, Need, Timeline).

When to use it

  • Initial Outreach: Qualify inbound leads from website forms or marketing campaigns before handing them off to sales reps.
  • Account-Based Marketing (ABM): Assess the potential of target accounts based on specific criteria and company information.
  • Sales Development Representative (SDR) Support: Assist SDRs in efficiently filtering through a large volume of leads, focusing efforts on high-potential prospects.
  • Chatbot Integration: Integrate into chatbots to automatically qualify website visitors or chat interactions.

Key capabilities

  • Lead Scoring
  • BANT framework assessment
  • Targeted Questioning
  • Account Information Analysis

Example prompts

  • "Qualify this lead: [lead information]"
  • "Assess if Acme Corp is a good fit for our product."
  • "Ask questions to determine if this prospect has budget and authority."

Tips & gotchas

The skill's effectiveness depends on the quality of the predefined qualification criteria. Ensure these are aligned with your sales process and target customer profile for accurate lead scoring.

Tags

🛡️

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Details

Version
vlatest
License
Author
refoundai
Installs
0

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Passed automated security scans.