Lead
⚠️ Scope Notice
This skill is for sales lead qualification only.
It is not for music, medicine, journalism, recruiting, or generic team-role uses of the word "lead".
Lead is a decision skill for handling commercial prospects with speed, clarity, and discipline.
Use this skill when you need to:
- - evaluate whether a sales lead is worth active pursuit
- identify what information is still missing
- determine the next best action
- write follow-up that moves the conversation forward
- prevent good leads from dying due to weak process
Lead vs Prospect
Use Prospect before contact.
Use Lead after engagement begins.
| Prospect | Lead |
|---|
| Stage | Before contact | After engagement |
| Question |
"Is this target worth reaching out to?" | "Should I keep pursuing this person?" |
|
Input | Names, profiles, company data, signals | Conversation history, replies, behavior |
|
Output | Priority tier + route | Qualification score + next action |
If there has been no reply, no meeting, and no active interaction yet, the contact may still be better handled by Prospect.
What this skill does
Lead helps transform raw prospect information into clear action.
It can:
- - assess lead quality based on fit, intent, urgency, and authority
- distinguish real opportunities from vague interest
- identify blockers, risks, and missing qualification data
- recommend the next best action for each lead
- draft follow-up messages that have a reason to exist
- separate active pursuit, nurture, and deprioritize decisions
Best use cases
- - inbound lead triage
- outbound reply handling
- founder-led sales
- SDR qualification
- stalled lead diagnosis
- re-engagement planning
- next-step planning after discovery calls
What to provide
Useful input includes:
- - who the lead is
- company and role
- source of the lead
- what they asked for or responded to
- current pain point
- timeline, budget, or buying signals
- last interaction and current status
What this skill should return
A strong response should usually include:
- 1. Lead assessment
- hot / warm / cold
- strong fit / unclear fit / weak fit
- 2. Missing information
- what must be clarified before investing more time
- 3. Risks or friction
- weak authority
- weak urgency
- weak problem clarity
- weak timing
- weak follow-through
- 4. Next best action
- pursue now
- qualify further
- nurture
- deprioritize
- 5. Optional follow-up draft
- short
- relevant
- specific
- non-annoying
Decision principles
- - Do not confuse activity with opportunity.
- Do not treat every lead as pipeline.
- Do not push unclear leads into active pursuit too early.
- Preserve momentum when signal is strong.
- Reduce wasted effort when fit or timing is weak.
- Always prefer a clear next step over vague optimism.
Execution Protocol (for AI agents)
When user provides lead information, follow this sequence.
Step 1: Extract context
Parse input for:
- - prospect identity
- company and role
- source
- pain signal
- engagement level
- buying context
- timeline, budget, authority, or competitors if mentioned
Step 2: Score only from visible evidence
Assign 0-10 for each dimension using only evidence present in the input.
Fit Score
- - ICP match
- problem-product alignment
- role relevance
Intent Score
- - explicit ask vs passive interest
- specificity of questions
- effort already shown
Urgency Score
- - timeline mentioned
- pain severity
- trigger event or active problem
Authority Score
- - decision-maker vs influencer
- budget control
- internal champion strength
If evidence is missing, do not guess. Score conservatively.
Step 3: Identify gaps
List unknowns that block sound judgment, such as:
- - budget not confirmed
- authority unclear
- timeline unknown
- current solution unknown
- success criteria unclear
Step 4: Recommend action
Use the score as guidance, not certainty.
- - 32-40: Hot → pursue now
- 24-31: Warm → qualify further
- 16-23: Nurture → stay in touch without active pursuit
- 0-15: Deprioritize → do not invest heavily
Step 5: Draft follow-up if needed
If pursue now or qualify further is recommended:
- - reference something specific they said or did
- provide new value
- include one clear next step
- keep it concise
- never use empty phrases like "just checking in" or "touching base"
Upstream Check (for AI agents)
If user provides only:
- - names
- companies
- roles
- static firmographic information
- broad target signals
and there is no sign of reply, meeting, active conversation, or engagement, then respond:
"This may still be a prospect rather than an active lead. Use /prospect when the goal is to filter and prioritize targets before outreach. Use Lead only once engagement has begun."
Activation Rules (for AI agents)
Use this skill when the user is asking about:
- - evaluating a sales lead
- qualifying a prospect after engagement
- deciding whether to pursue a business opportunity already in motion
- handling a stalled commercial conversation
- writing follow-up for a potential customer
Do NOT use this skill for:
- - music contexts
- medical or toxicology contexts
- journalism contexts
- job-hunting contexts
- generic project lead or team lead contexts unless clearly about sales
If context is ambiguous
Ask:
"Are you asking about evaluating a sales lead or commercial prospect?"
When NOT to use Lead
Do not use this skill when:
- - full CRM architecture design is needed
- detailed financial forecasting is needed
- legal review is needed
- broad sales theory is needed instead of lead-level judgment
Works Well With
- -
/prospect for filtering and prioritizing targets before outreach - INLINECODE2 for reviewing the health of the whole active opportunity system
Output style
Responses should be:
- - concise
- commercial
- diagnostic
- actionable
- honest about uncertainty
Never inflate lead quality without evidence.
Never recommend aggressive follow-up without a reason.
Never fabricate authority, urgency, budget, or buying intent.
主导
⚠️ 适用范围说明
本技能仅适用于销售线索资格评估。
不适用于音乐、医学、新闻、招聘或主导一词的通用团队角色用法。
主导是一项决策技能,旨在以速度、清晰度和纪律性处理商业潜在客户。
当你需要以下操作时,请使用本技能:
- - 评估销售线索是否值得积极跟进
- 识别尚缺哪些信息
- 确定下一步最佳行动
- 撰写能推动对话进展的后续跟进
- 防止优质线索因流程薄弱而流失
线索 vs 潜在客户
接触前使用潜在客户。
互动开始后使用线索。
这个目标值得接触吗? | 我应该继续跟进这个人吗? |
|
输入 | 姓名、资料、公司数据、信号 | 对话历史、回复、行为 |
|
输出 | 优先级层级 + 路径 | 资格评分 + 下一步行动 |
如果尚未收到回复、未安排会议、未发生主动互动,则该联系人可能更适合通过潜在客户来处理。
本技能的作用
主导技能帮助将原始潜在客户信息转化为清晰的行动。
它可以:
- - 基于匹配度、意图、紧迫性和决策权评估线索质量
- 区分真实机会与模糊兴趣
- 识别障碍、风险和缺失的资格数据
- 为每条线索推荐下一步最佳行动
- 撰写有存在理由的后续跟进信息
- 区分积极跟进、培育和降级处理决策
最佳使用场景
- - 入站线索分类
- 出站回复处理
- 创始人主导销售
- SDR资格评估
- 停滞线索诊断
- 重新接触规划
- 发现通话后的下一步规划
需要提供的内容
有用的输入包括:
- - 线索身份
- 公司及职位
- 线索来源
- 他们的需求或回应内容
- 当前痛点
- 时间线、预算或购买信号
- 上次互动及当前状态
本技能应返回的内容
一份有力的回复通常应包括:
- 1. 线索评估
- 热门 / 温线 / 冷线
- 强匹配 / 模糊匹配 / 弱匹配
- 2. 缺失信息
- 在投入更多时间前必须澄清的内容
- 3. 风险或摩擦点
- 决策权弱
- 紧迫性弱
- 问题清晰度弱
- 时机不佳
- 跟进执行力弱
- 4. 下一步最佳行动
- 立即跟进
- 进一步资格评估
- 培育
- 降级处理
- 5. 可选跟进草稿
- 简短
- 相关
- 具体
- 不令人反感
决策原则
- - 不要将活动与机会混为一谈。
- 不要将每条线索都视为销售管道。
- 不要过早将模糊线索推入积极跟进。
- 信号强烈时保持势头。
- 匹配度或时机不佳时减少浪费精力。
- 始终优先选择清晰的下一步,而非模糊的乐观。
执行协议(适用于AI代理)
当用户提供线索信息时,按以下顺序操作。
第一步:提取背景
解析输入内容中的:
- - 潜在客户身份
- 公司及职位
- 来源
- 痛点信号
- 互动程度
- 购买背景
- 时间线、预算、决策权或竞争对手(如提及)
第二步:仅基于可见证据评分
仅使用输入中存在的证据,为每个维度分配0-10分。
匹配度评分
意图评分
- - 明确请求 vs 被动兴趣
- 问题的具体程度
- 已付出的努力
紧迫性评分
决策权评分
如果证据缺失,不要猜测。保守评分。
第三步:识别差距
列出阻碍合理判断的未知因素,例如:
- - 预算未确认
- 决策权不明确
- 时间线未知
- 当前解决方案未知
- 成功标准不明确
第四步:推荐行动
将评分作为指导,而非确定性依据。
- - 32-40分:热门 → 立即跟进
- 24-31分:温线 → 进一步资格评估
- 16-23分:培育 → 保持联系但不积极跟进
- 0-15分:降级处理 → 不要投入过多
第五步:如需则起草跟进
如果推荐立即跟进或进一步资格评估:
- - 引用他们说过或做过的具体内容
- 提供新价值
- 包含一个清晰的下一步
- 保持简洁
- 切勿使用只是确认一下或保持联系等空洞用语
上游检查(适用于AI代理)
如果用户仅提供:
且没有回复、会议、活跃对话或互动的迹象,则回复:
这可能仍是一个潜在客户而非活跃线索。当目标是接触前筛选和优先排序目标时,请使用/潜在客户。只有在互动开始后才使用线索。
激活规则(适用于AI代理)
当用户询问以下内容时使用本技能:
- - 评估销售线索
- 互动后资格评估潜在客户
- 决定是否跟进已在进行中的商业机会
- 处理停滞的商业对话
- 为潜在客户撰写后续跟进
请勿将本技能用于:
- - 音乐相关场景
- 医学或毒理学相关场景
- 新闻相关场景
- 求职相关场景
- 通用项目主导或团队主导场景(除非明确涉及销售)
如果背景模糊
询问:
您是在询问评估销售线索还是商业潜在客户?
何时不使用主导
在以下情况下请勿使用本技能:
- - 需要完整的CRM架构设计
- 需要详细的财务预测
- 需要法律审查
- 需要广泛的销售理论而非线索层面的判断
配合使用效果更佳
- - /潜在客户 用于接触前筛选和优先排序目标
- /销售管道 用于审查整个活跃机会系统的健康状况
输出风格
回复应:
切勿在没有证据的情况下夸大线索质量。
切勿在没有理由的情况下推荐激进跟进。
切勿捏造决策权、紧迫性、预算或购买意图。