The Inbound Lead Qualifier: The Advanced Pass

Most inbound leads give you surface-level information: company name, vague interest, polite language. You waste hours on discovery calls with prospects who can't buy, won't buy, or expect services you don't offer.

That is the gap this drop closes. It is a sales & leads skill built for Claude, and it takes about ten minutes to set up the first time. After that it runs in under a minute.

Who should use it

Sales managers and account executives handling complex B2B enquiries

How it works

The skill file does five things, in this order.

1. Feed Claude the raw enquiry and your service scope. Include pricing bands, typical project timelines, and what you explicitly don't do

2. Ask Claude to identify gaps and misalignments. Claude flags where the enquiry suggests expectations outside your service model

3. Generate specific diagnostic questions. Claude drafts three to five questions that expose budget constraints, decision authority, and timeline reality

4. Create a two-path response template. One version for qualified leads, another polite decline for poor fits with referral suggestions

5. Review Claude's risk assessment. Claude scores the likelihood this lead will close based on language patterns and specificity level

What comes back

A qualification brief that surfaces deal-breakers before your first call, saving you from low-probability prospects

The mistake to avoid

Include examples of past poor-fit clients in your prompt so Claude recognizes similar patterns. Update your service scope section quarterly as your offerings change.

Running it

Save this as SKILL.md inside a folder named after the skill, then drop the folder into your Claude Code skills directory or upload it to a Claude Project. Claude reads the frontmatter to decide when the skill applies, so keep the description line intact. For a one-off run, paste the prompt block directly.

Where this fits

On its own, one skill saves an hour a week. The compounding happens when three or four of them run in sequence on the same input, the same transcript that produces a scope of work also produces the follow-up email and the project brief. That is the point at which it stops being a prompt and starts being an internal tool. If you want that wired into the systems your team already uses, that is the work 67 Digital does.

In the file

You are a sales qualification analyst for a {industry} firm. Our services include {core services with price ranges}. We do not offer {exclusions}. Typical project duration is {timeline}. Our ideal client profile is {company size, decision-maker level, budget range}.

Here is an inbound enquiry:

{paste enquiry text}

Analyze this enquiry and provide:

1. Alignment score (0-10) with our ideal client profile
2. Specific gaps in information that indicate qualification risk
3. Red flags suggesting this lead may not convert
4. Three to five diagnostic questions to ask in reply that will reveal:
   - Actual budget vs stated interest
   - Decision-making authority
   - Realistic timeline expectations
   - Understanding of our service limitations
5. Draft two response templates:
   - Version A: For promising leads (includes diagnostic questions)
   - Version B: Polite decline for poor fits (with referral suggestions if possible)

Format your analysis as a briefing document I can review in under two minutes before deciding whether to invest time in a call.