Prospect
Turn 100 possible targets into 5 prospects you should actually pursue.
Prospect is a target filter and priority ranker for sales, partnerships, and business development.
Use this skill when you have a list of names, companies, or accounts and need to decide:
- - who is worth pursuing
- who should be prioritized
- who belongs on a watchlist
- who should be dropped
This skill does NOT:
- - find targets for you (use search tools or lead sources to gather raw targets first)
- handle active conversations (use Lead skill once someone has engaged)
- write outreach messages (use outreach or messaging tools for that)
Prospect vs Lead
Clarity first. These skills serve different stages.
| 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, responses, behavior |
|
Output | Priority tier + route | Qualification score + next action |
|
Score dimensions | Fit, Timing, Value, Access | Fit, Intent, Urgency, Authority |
Typical flow:
- 1. Prospect skill filters and ranks targets
- You reach out
- They respond
- INLINECODE0 evaluates and advances the engaged opportunity
- INLINECODE1 manages active opportunities across the full deal book
Use Prospect before contact. Use Lead after engagement begins.
What This Skill Does
Prospect helps:
- - separate poor-fit targets from viable prospects
- rank prospects by fit, timing, value, and accessibility
- identify what information is missing
- recommend the next best route for each prospect
- reduce wasted outreach effort
It does not replace human judgment about ethics, compliance, privacy, or regulatory requirements.
What to Provide
The better the input, the sharper the judgment.
Useful information includes:
- - target name and company
- role or title
- industry or sector
- company size or stage
- any visible signals (hiring, funding, expansion, pain points, tool gaps, complaints)
- source of the target (referral, search, event, inbound)
- any prior context or relationship
Missing information is fine. The skill will identify gaps and recommend whether to research further or proceed anyway.
Standard Output Format
For each prospect, return:
PROSPECT: [Name / Company]
━━━━━━━━━━━━━━━━━━━━━━━━━━
PRIORITY: [High / Medium / Watch / Drop]
SCORES:
Fit: [0-10] — [reason in one line]
Timing: [0-10] — [reason in one line]
Value: [0-10] — [reason in one line]
Access: [0-10] — [reason in one line]
TOTAL: [X/40]
SIGNALS:
✅ [positive signal or fit indicator]
✅ [positive signal or fit indicator]
⚠️ [risk, gap, or unknown]
ROUTE:
→ [Pursue now / Research further / Add to watchlist / Drop]
REASONING:
[2-3 sentences explaining why this priority tier and route]
NEXT STEP:
[specific action if pursue or research]
Batch mode (10+ prospects):
Show summary table first:
| Name | Company | Priority | Score | Route |
|---|
| ... | ... | ... | .../40 | ... |
Then provide detailed breakdown for top 5 only.
Scoring Dimensions
Fit (0-10)
How well does this target match the ideal prospect profile?
- - industry relevance
- company size or stage
- role relevance
- problem-product alignment
Timing (0-10)
Is now a relevant moment to pursue this target?
- - recent funding, hiring, or expansion
- visible pain points or inefficiencies
- role changes or new initiatives
- regulatory or market pressure
- competitive moves or tooling gaps
Value (0-10)
What is the potential upside if this prospect converts?
- - deal size or revenue potential
- strategic importance
- account expansion potential
- referral or case study value
- long-term partnership fit
Access (0-10)
How reachable or engageable is this target?
- - existing relationship or warm intro
- responsiveness indicators
- organizational openness
- decision-making complexity
- competitive saturation
Priority Tiers and Routes
High Priority (32-40 points):
Route → Pursue now
Strong fit, good timing, high value, accessible. Act within 48 hours.
Medium Priority (24-31 points):
Route → Research further
Promising but missing key information. Gather more signals before committing effort.
Watchlist (16-23 points):
Route → Add to watchlist
Decent fit but weak timing or unclear value. Monitor for changes. Revisit in 30-90 days.
Drop (0-15 points):
Route → Drop
Poor fit, bad timing, low value, or inaccessible. Not worth pursuit. Preserve effort for better targets.
Disqualifiers
Certain conditions should trigger an immediate drop or downgrade, regardless of other scores:
- - wrong industry or segment with no realistic path to fit
- no meaningful need or problem relevance
- budget or capacity constraints that make purchase implausible
- structural barriers (compliance, geography, competitive locks)
- ethical, legal, or reputational risks
Disqualifiers prevent wasted effort on targets that will not convert.
When to Use Prospect
Use this skill when:
- - you have a list of targets and need to decide who is worth pursuing
- multiple prospects need prioritization
- a target looks interesting but you need structured judgment
- you want to avoid wasting effort on poor-fit outreach
- you are building a prospecting workflow and need qualification logic
Do not use this skill when:
- - you need help finding targets (use search tools or lead sources first)
- the target has already engaged and you need to evaluate next steps (use Lead skill)
- you need legal, compliance, or regulatory judgment about targeting or outreach
Response Principles
When analyzing prospects:
- - prioritize fit over volume
- separate static traits from timing signals
- make disqualifiers explicit
- identify information gaps clearly
- recommend routes that match effort to opportunity
- preserve honesty about uncertainty
Do not:
- - inflate prospect quality without evidence
- ignore visible disqualifiers
- recommend aggressive pursuit without strong signals
- fabricate timing, value, or access where none exists
Execution Protocol (for AI agents)
When user provides target information, follow this sequence:
Step 1: Parse Input
Extract:
- - prospect identity (name, company, role)
- industry and segment
- company size or stage
- any visible signals (funding, hiring, complaints, expansion)
- source or context
Step 2: Score Each Dimension
Assign 0-10 scores for:
- - Fit: Does this target match the ideal profile?
- Timing: Is now a relevant moment?
- Value: What is the upside if they convert?
- Access: How reachable are they?
Total score = sum of 4 dimensions (max 40).
Step 3: Identify Gaps
List critical unknowns:
- - Don't know their current solution
- Don't know decision-making structure
- Don't know budget or urgency
Step 4: Check Disqualifiers
Flag any structural barriers that would prevent conversion regardless of scores.
Step 5: Assign Priority and Route
Based on total score and context:
- - 32-40 → High Priority → Pursue now
- 24-31 → Medium Priority → Research further
- 16-23 → Watchlist → Monitor for changes
- 0-15 → Drop → Not worth effort
Step 6: Provide Reasoning
Explain in 2-3 sentences:
- - why this tier
- what makes this prospect worth or not worth pursuit
- what the next step should be
Step 7: Format Output
Use the standard output template for each prospect.
For batch requests (10+ prospects), show summary table first, then detailed breakdown for top 5.
Activation Rules (for AI agents)
When to use this skill
Activate when user asks about:
- - evaluating a target or prospect before outreach
- prioritizing a list of targets
- deciding who to pursue
- building a target list or prospecting strategy
- filtering or ranking potential accounts
When NOT to use this skill
Do not activate when:
- - user is asking about active leads or ongoing conversations (use Lead skill)
- user needs help finding or sourcing targets (not a filtering task)
- prospect appears in non-sales contexts
- user is asking about recruiting or hiring prospects unless explicitly framed as business development targeting
Ambiguous cases
If prospect is mentioned but context is unclear, ask:
"Are you asking about evaluating sales or business targets, or something else?"
Only proceed if user confirms it is about target selection for sales, partnerships, or business development.
Quality Check Before Delivering
- - [ ] Priority tier is clear and justified
- [ ] Score breakdown is specific, not generic
- [ ] Information gaps are identified
- [ ] Route recommendation matches the scores
- [ ] Reasoning is honest about uncertainty
- [ ] Next step is concrete (if pursue or research)
- [ ] Disqualifiers are flagged if present
- [ ] Output follows standard format
Boundaries
This skill supports target selection for sales, partnerships, and business development.
It does not replace:
- - legal or compliance review of targeting practices
- ethical judgment about outreach appropriateness
- privacy or data handling obligations
- regulatory requirements for marketing or contact
Adapt outputs to your jurisdiction, platform rules, and applicable laws.
勘探
将100个潜在目标转化为5个真正值得跟进的准客户。
勘探是用于销售、合作伙伴关系和业务拓展的目标筛选与优先级排序工具。
当你拥有一份姓名、公司或客户名单,需要判断以下问题时,请使用此技能:
- - 谁值得跟进
- 谁应优先处理
- 谁应列入观察名单
- 谁应被放弃
此技能不包括:
- - 为你寻找目标(请先使用搜索工具或线索来源收集原始目标)
- 处理活跃对话(一旦有人参与互动,请使用线索技能)
- 撰写外联信息(请使用外联或消息工具完成)
勘探 vs 线索
先明确概念。这两项技能服务于不同阶段。
这个目标值得联系吗? | 我是否应继续跟进此人? |
|
输入 | 姓名、简介、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 |
|
评分维度 | 匹配度、时机、价值、可接触性 | 匹配度、意图、紧迫性、决策权 |
典型流程:
- 1. 勘探技能筛选并排序目标
- 你进行外联
- 对方回复
- /lead 评估并推进已互动的机会
- /pipeline 管理整个交易簿中的活跃机会
在接触前使用勘探。在互动开始后使用线索。
此技能的作用
勘探有助于:
- - 将匹配度差的目标与可行的准客户区分开
- 根据匹配度、时机、价值和可接触性对准客户进行排序
- 识别缺失的信息
- 为每个准客户推荐最佳下一步路径
- 减少无效的外联努力
它不能替代人类在道德、合规、隐私或法规要求方面的判断。
需要提供的信息
输入信息越优质,判断越精准。
有用的信息包括:
- - 目标姓名和公司
- 职位或头衔
- 行业或领域
- 公司规模或阶段
- 任何可见信号(招聘、融资、扩张、痛点、工具缺口、投诉)
- 目标来源(推荐、搜索、活动、入站)
- 任何先前的背景或关系
缺少信息也没关系。该技能会识别缺口,并建议是进一步研究还是直接推进。
标准输出格式
对于每个准客户,返回:
准客户:[姓名 / 公司]
━━━━━━━━━━━━━━━━━━━━━━━━━━
优先级:[高 / 中 / 观察 / 放弃]
评分:
匹配度:[0-10] — [一行原因]
时机:[0-10] — [一行原因]
价值:[0-10] — [一行原因]
可接触性:[0-10] — [一行原因]
总分:[X/40]
信号:
✅ [积极信号或匹配指标]
✅ [积极信号或匹配指标]
⚠️ [风险、缺口或未知]
路径:
→ [立即跟进 / 进一步研究 / 加入观察名单 / 放弃]
理由:
[2-3句话解释为何选择此优先级层级和路径]
下一步:
[如果跟进或研究,则给出具体行动]
批量模式(10个以上准客户):
首先显示汇总表:
| 姓名 | 公司 | 优先级 | 评分 | 路径 |
|---|
| ... | ... | ... | .../40 | ... |
然后仅对前5名提供详细分解。
评分维度
匹配度 (0-10)
该目标与理想准客户画像的匹配程度如何?
- - 行业相关性
- 公司规模或阶段
- 职位相关性
- 问题与产品契合度
时机 (0-10)
现在是否是跟进该目标的合适时机?
- - 近期融资、招聘或扩张
- 可见的痛点或低效环节
- 职位变动或新举措
- 监管或市场压力
- 竞争对手动向或工具缺口
价值 (0-10)
如果该准客户转化,潜在收益有多大?
- - 交易规模或收入潜力
- 战略重要性
- 客户扩展潜力
- 推荐或案例研究价值
- 长期合作伙伴关系契合度
可接触性 (0-10)
该目标的可达性或可互动程度如何?
- - 现有关系或热引荐
- 响应性指标
- 组织开放性
- 决策复杂性
- 竞争饱和度
优先级层级与路径
高优先级 (32-40分):
路径 → 立即跟进
匹配度强、时机好、价值高、可接触。48小时内行动。
中优先级 (24-31分):
路径 → 进一步研究
有前景但缺少关键信息。在投入精力前收集更多信号。
观察名单 (16-23分):
路径 → 加入观察名单
匹配度尚可但时机不佳或价值不明确。监控变化。30-90天后重新评估。
放弃 (0-15分):
路径 → 放弃
匹配度差、时机不好、价值低或无法接触。不值得跟进。将精力留给更好的目标。
否决条件
某些情况应触发立即放弃或降级,无论其他评分如何:
- - 行业或领域完全错误,且没有现实可行的匹配路径
- 没有有意义的需求或问题相关性
- 预算或能力限制导致购买不可行
- 结构性障碍(合规、地域、竞争锁定)
- 道德、法律或声誉风险
否决条件可防止在无法转化的目标上浪费精力。
何时使用勘探
在以下情况下使用此技能:
- - 你有一份目标名单,需要决定谁值得跟进
- 多个准客户需要排序
- 某个目标看起来有趣,但你需要结构化判断
- 你想避免在匹配度差的外联上浪费精力
- 你正在构建勘探工作流程,需要资格判定逻辑
在以下情况下不要使用此技能:
- - 你需要帮助寻找目标(请先使用搜索工具或线索来源)
- 目标已经互动,你需要评估下一步(请使用线索技能)
- 你需要关于目标定位或外联的法律、合规或监管判断
响应原则
分析准客户时:
- - 匹配度优先于数量
- 将静态特征与时机信号区分开
- 明确列出否决条件
- 清晰识别信息缺口
- 推荐与机会相匹配的路径
- 对不确定性保持诚实
不要:
- - 在没有证据的情况下夸大准客户质量
- 忽略可见的否决条件
- 在没有强信号的情况下推荐激进跟进
- 凭空捏造时机、价值或可接触性
执行协议(适用于AI代理)
当用户提供目标信息时,按以下顺序操作:
步骤1:解析输入
提取:
- - 准客户身份(姓名、公司、职位)
- 行业和领域
- 公司规模或阶段
- 任何可见信号(融资、招聘、投诉、扩张)
- 来源或背景
步骤2:对每个维度评分
为以下各项分配0-10分:
- - 匹配度: 该目标是否符合理想画像?
- 时机: 现在是否是合适时机?
- 价值: 如果他们转化,收益是什么?
- 可接触性: 他们的可达性如何?
总分 = 4个维度之和(最高40分)。
步骤3:识别缺口
列出关键未知信息:
- - 不知道他们当前的解决方案
- 不知道决策结构
- 不知道预算或紧迫性
步骤4:检查否决条件
标记任何无论评分如何都会阻止转化的结构性障碍。
步骤5:分配优先级和路径
基于总分和背景:
- - 32-40 → 高优先级 → 立即跟进
- 24-31 → 中优先级 → 进一步研究
- 16-23 → 观察名单 → 监控变化
- 0-15 → 放弃 → 不值得努力
步骤6:提供理由
用2-3句话解释:
- - 为什么选择这个层级
- 什么使这个准客户值得或不值得跟进
- 下一步应该是什么
步骤7:格式化输出
为每个准客户使用标准输出模板。
对于批量请求(10个以上准客户),先显示汇总表,然后对前5名提供详细分解。
激活规则(适用于AI代理)
何时使用此技能
当用户询问以下问题时激活:
- - 在外联前评估目标或准客户
- 对目标名单进行排序
- 决定谁值得跟进
- 构建目标名单或勘探策略
- 筛选或排名潜在客户
何时不使用此技能
在以下情况下不要激活:
- - 用户询问关于活跃线索或正在进行的对话(请使用线索技能)
- 用户需要帮助寻找或获取目标(这不是筛选任务)
- 准客户出现在非销售场景中
- 用户询问关于招聘或招聘准客户,除非