As of 13 August 2026, AI can create a sales lead qualification process.

What to actually do

1. Hand it to a person

   The route this page recommends

   A person who owns the outcome does this end to end, worth it when the failure is dear.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface, chat-fluent skill, and roughly 1 hour until you can act on the result.

   How to actually do it

   1. Open your current sales pipeline, CRM field list, lead-source reports and any existing sales or privacy procedures.
   2. Gather the facts the process needs: target customers, offer, sales stages, lead sources, team capacity, current response targets, disqualifiers and the evidence salespeople already record.
   3. Paste those facts into the prompt, replacing each bracketed slot, and add examples of leads that your team would definitely accept, reject or nurture.
   4. Paste the resulting draft into a document and ask the chatbot to resolve any open decisions without inventing facts, then produce the final SOP, scoring table, CRM fields and test leads.
   5. Run the fictional test leads and several anonymised real leads through the scoring table, comparing each outcome with the decision an experienced salesperson would make.
   6. Ask a sales colleague to check the edge cases, routing ownership, contact permissions and CRM fields, then amend the process before publishing it to the team.
   7. Enter the approved criteria and fields into the CRM, give the team the SOP and review rejected, accepted and nurtured leads against the process during the first process review.

   Prompt

   Create a practical sales lead qualification process for [BUSINESS NAME], a [BUSINESS TYPE] selling [PRODUCT OR SERVICE] to [TARGET CUSTOMER]. Use only the information I provide and label every assumption clearly. Our sales goals are [GOALS]. Our ideal customers are [IDEAL CUSTOMER DESCRIPTION]. Leads arrive through [LEAD SOURCES]. Our current sales stages are [SALES STAGES]. We use [CRM OR SYSTEM], with these available fields: [CRM FIELDS]. Our sales team and capacity are [TEAM AND CAPACITY]. Existing qualification rules are [EXISTING RULES].
   
   Produce the following:
   1. A plain-English definition of a qualified, unqualified and nurture lead.
   2. Qualification criteria covering need, fit, authority, timing, budget where relevant, consent and contactability.
   3. A transparent lead scoring table with points, evidence required and disqualifiers. Do not invent thresholds without marking them as proposed.
   4. A routing and follow-up process for each outcome, including owner, next action and response timeframe as a proposed internal target where I have not supplied one.
   5. The CRM fields, dropdown values and mandatory evidence needed to apply the process consistently.
   6. Short questions or scripts a salesperson can use to qualify a lead.
   7. Edge cases, including incomplete information, existing customers, referrals, competitors, duplicate leads and leads that do not consent to contact.
   8. A one-page SOP with purpose, scope, roles, steps, exceptions and review ownership.
   9. Five fictional test leads with different outcomes, showing the evidence, score, route and reason. Keep them clearly fictional.
   10. An acceptance checklist that I can use with a sales colleague before putting this into the CRM.
   
   Keep the process proportionate for a UK business. Do not claim that the process is legally compliant. Flag any point that needs checking against our privacy notice, consent records, CRM settings or internal policy. Ask up to five essential questions first only if the missing information would materially change the process; otherwise produce a first draft and list the open decisions at the end.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.