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automatewithudayautomatewithuday/gtm-prospecting-system/skills/lead-qualification/SKILL.md

lead-qualification

Skill1 starsChanged 56 days agoMITView on GitHub

Use when stage 18 of the prospecting system has positive replies and each one needs a go / nurture / no-go decision before a meeting is booked — checking the person, the account, the timing, and the reply itself against the ICP. Also use when the ask is \"is this lead worth a call?\".

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  • Distinctive
  • Very specific
  1. Distinctive:

    Every no-go and nurture reason is data.

    line 44

“Common” is measured: kept by at least 6 in 10 of the 7 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Lead Qualification

A positive reply is not a qualified lead. This stage spends a few minutes per replier so the calendar fills with the right meetings, and so the wrong ones get a useful answer instead of a call.

Pipeline contract

Stage 18 of 20. Reads 17-replies.csv (rows with is_positive=true), 10-scored.csv, 09-signals.csv, 02-client-profile.yaml. Writes 18-qualified.csv (adds decision, decision_reason, open_questions, suggested_reply).

Files live in runs/<run>/. Column definitions: /prospecting-system.

Four checks

CheckQuestionEvidence
PersonCan they buy, champion, or introduce?title vs the profile's job_titles; what they said about their role
AccountDoes the company still pass the hard filters?screen and fit_components from stage 10 — re-verify anything that was blank
TimingIs there a reason to act now?dated signals from stage 9; timing words in the reply ("next quarter", "evaluating now")
ReplyWhat did they actually ask for?the reply text and its stage 17 label

Record what is known and what is not. An unknown is an open question for the call, not a fail.

Decision

  • go — person and account pass, nothing in the reply contradicts fit. Book it. Hand to /account-notes.
  • nurture — fit is real but timing is not ("reach out in Q3"). Log the re-engage date and the trigger that would bring it forward. Re-engagement rules: the Re-Qualification table in /lead-scoring.
  • refer — positive_referral: the named person becomes a new lead. Add them to 08-leads.csv with source_type unchanged and source_detail=referral from <lead_id>, and contact them the same day.
  • no-go — a hard filter fails. Reply politely and close it. Do not book a meeting to find out.

decision_reason is one sentence naming the check that decided it. suggested_reply is a draft for the human; nothing is sent.

Rules

  • The hard filters are the human's. If a no-go feels wrong, say so in decision_reason and propose a filter change for stage 20 — do not quietly pass the lead.
  • For Tier 1 accounts, build the full account brief (Level 3 in /lead-scoring) before the call, via /account-notes.
  • Every no-go and nurture reason is data. Stage 20 reads this file to see which segments and sources produce replies that do not qualify.

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