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cwhited26cwhited26/pocket-agent-starter-skills/skills/sales/lead-qualification/SKILL.md

lead-qualification

Skill0 starsChanged 4 months agoMITView on GitHub

Sort a new lead on fit, pain, budget, and timing so the owner spends time on the ones who'll actually close. A new lead comes in and you need to decide how hard to chase it. Use before booking a long call with someone who may never buy.

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SKILL.md

Qualify a Lead Fast

Qualifying is deciding who deserves the owner's hours. Four reads — are they a fit, do they feel the pain, can they pay, are they ready — tell you whether to chase, nurture, or let go.

The technique

  • Fit: are they the kind of customer the owner serves well? Wrong-fit leads cost more than they pay, even when they buy.
  • Pain: do they have the problem badly enough to act? No pain, no purchase — a curious tire-kicker isn't a lead.
  • Budget: can they afford it without a fight? You don't need the exact number, just whether the price will be a shock.
  • Timing: are they ready now, or someday? "Someday" goes to nurture, not the calendar.
  • Score it hot / warm / cold and act accordingly — hot gets a call today, warm gets a sequence, cold gets a note and a wait.

Do this, not that

Do: "They run a 12-truck HVAC shop (fit), said they're losing jobs to slow quotes (pain), didn't blink at the range I floated (budget), and want it before summer (timing). Hot — book the call today."

Don't: Spend an hour on a discovery call with someone who liked a post, has no specific problem, hasn't mentioned money, and is "just exploring for now" — then wonder why it didn't close.

Why this works

The owner's time is the scarcest thing in the business, and the fastest way to waste it is treating every lead as equal. Most leads aren't going to buy; a few are. Qualifying up front tells you which is which, so the hours go to the people who'll close instead of the people who'll politely ghost.

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