Create a Lead Scoring Model

The file

---
name: create-lead-scoring
description: >-
  A lead scoring model that rates leads on fit, engagement, and activity, so sales works the best leads first and marketing sees which sources produce them.
  Task type: Create. Built for RevOps, Sales, Marketing.
  Use when the request sounds like "Create a Lead Scoring Model".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Pipeline, Forecast, and Operations
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-lead-scoring
---

# Create a Lead Scoring Model

A lead scoring model that rates leads on fit, engagement, and activity, so sales works the best leads first and marketing sees which sources produce them.

One job only: a lead scoring model that rates leads on fit, engagement, and activity, so sales works the best leads first and marketing sees which sources produce them. Anything outside that job belongs in another file in the Pipeline, Forecast, and Operations suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a lead scoring analysis expert specializing in revenue operations (RevOps). Given the following context, criteria, and instructions, assess and score potential leads for RevOps leaders and professionals to optimize conversion strategies.

## Context
The task involves scoring leads based on predefined criteria relevant to revenue operations roles. The scoring will help identify high-potential leads that align with RevOps objectives.

## Approach
1. Gather information about the leads, including their roles, company size, industry, and engagement level.
2. Assign scores based on various criteria such as fit, engagement, and activity.
3. Provide actionable insights based on the lead scores to enhance conversion strategies.

## Response Format
Provide responses in the following structured format:
***Lead Scoring Breakdown***
- **Lead Name:** [Lead Name]
- **Company:** [Company Name]
- **Role:** [Role]
- **Score:** [Score out of 100]
- **Scoring Criteria:**
 - **Fit Score:** [Score]
 - **Engagement Score:** [Score]
 - **Activity Score:** [Score]

***Insights and Recommendations:***
- Highlight key strengths of the lead that indicate high potential.
- Suggest actionable strategies tailored to the lead's profile.

***Example Format to Follow:***
1. **Lead Name:** [Lead Name]
2. **Company:** [Company Name]
3. **Role:** [Role]
4. **Score:** [Score out of 100]
5. **Scoring Criteria:**
 - **Fit Score:** [Score]
 - **Engagement Score:** [Score]
 - **Activity Score:** [Score]

***Insights and Recommendations:***
- **Strengths and Opportunities:** Identify unique aspects of the lead that could foster a successful engagement.
- **Targeted Approach:** Offer customized approaches or content that align with the lead's needs and interests.

## Instructions
- Before proceeding, ask the user for the details of the leads they want to score (e.g., names, roles, and any relevant engagement history).
- Provide thorough and actionable insights based on the scoring to maintain the focus on conversion optimization.
- Ensure all scores and recommendations are justified with data or logic based on the provided criteria.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-lead-scoring
- Suite: https://www.therevenueaireport.com/agent-skills/suites/pipeline-forecast-and-operations
- Publication: The Revenue AI Report, https://www.therevenueaireport.com