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How to write the prompt for Qualification Agent AI?

Oleksandra Nesteruk avatar
Written by Oleksandra Nesteruk
Updated over a week ago

When setting up a flow for lead enrichment, you can add a step - AI Lead Scoring. This is where you write a prompt — a short instruction for the AI to follow.

Think of it like writing a question or task for ChatGPT. The AI will use your prompt to search for and qualify data about your leads.

What to include in the prompt?

Your prompt should describe what you want to learn about a contact or company. You can use variables to pull in real-time data:

  • Variables starting with custom_ come from your uploaded CSV file.

  • Other variables use data from LinkedIn, collected earlier in the flow.

Prompt Examples You Can Use

Here are some ready-made prompt templates to help you get started:

1. Lead’s fit check

You are tasked with qualifying this lead based on my ICP.

My ICP:

  • Location: EU, USA, UK, Canada

  • Job title: Head of Sales, Sales Director, Head of BD, SDR Team Lead, Account Executive, Director of Sales

  • Team size: from 50 people

Lead’s data:

  • Location:

  • Job title:

  • Company team size:

2. B2B or B2C company?

You are tasked with qualifying the company based on its business model.

My target: the company should be B2B (business-to-business).

Company to analyse:

  • Company name: {company_name}

  • Company website: {company_website}

3. SaaS Company?

Is the company with name: {company_name} and webiste {{company_website}} a Software-as-a-Service company?

SaaS Evaluation Criteria:

  1. Cloud-Based Software Product

  2. Subscription Revenue Model

  3. Multi-Tenant Architecture

  4. Scalable Delivery

  5. Automated Product Delivery & Onboarding

4. Check if the Company Offers a Free Trial

Verify if the company associated with {{company_website}} provides a free trial for their product.

Instructions:

1. Access the official website of the company using the {{company_website}}.

2. Search for any pages or sections that mention Free Trial. This could be in pricing pages, product pages, or promotional banners.

3. Validate the information by ensuring it mentions a specific period or sign-up process for a free trial.

6. Do not infer or assume information beyond what is explicitly stated on the company's website.

5. Company fit check

Visit the website: {{company_website}}.

Evaluate how well it matches the following criteria:

  1. The company is a SaaS business.

  2. Operates under a B2B model;

  3. Has clear CTAS like "Book a demo", "Request a quote", "Talk to sales", etc., indicating a sales team that handles demos;

Instructions:

1. Access the official website of the company using the {{company_website}}.

2. Visit all available basic pages like pricing, about, etc.

3. Do not infer or assume information beyond what is explicitly stated on the company's website.

6. Identify decision-making power

We offer [insert your product or service, e.g., outbound sales automation tools].

Our ideal customer is someone who:

  1. Leads or manages outbound sales or business development

  2. Has the authority to make or influence purchasing decisions

  3. Works at a B2B company in SaaS, outsourcing, or lead gen

Based on the job title and LinkedIn bio below, evaluate if this person has decision-making power relevant to our solution.

Job Title: {lead_job_title}

LinkedIn Bio: {lead_linkedin_bio}

7. Company team growth signals

Using {company_website}, look for recent news, press releases, or career pages to identify if {company_name} is experiencing growth, such as expanding their sales team or launching new products/services.

8. Company hiring signals (open positions for specific roles)

Research the hiring activity of {company_name} using multiple sources:

  1. Their official careers page on {company_website}

  2. Their LinkedIn company profile

  3. Third-party job boards (e.g., Indeed, Glassdoor, Wellfound/AngelList [could be added])

Look for open roles related to:

  1. [Role 1, for example Business Development]

  2. [Role 2]

  3. [Role 3]

9. Company funding signals

Investigate whether {company_name} has raised any funding in the last [specify period] months using:

  1. Their official website ({company_website})

  2. Funding databases like Crunchbase, PitchBook, or Wellfound

  3. Press releases, news articles, or blog posts

Funding activity is a strong signal that the company is growing and more likely to invest in new tools or services.

Focus on venture rounds such as Seed, Series A/B/C, or private equity activity.

10. Keyword Scan on LinkedIn Profile

Analyze the LinkedIn profile information below and check for the presence of any of the following keywords that signal a potential ICP match:

Keywords:

  • {keyword_1}

  • {keyword_2}

  • {keyword_3}

LinkedIn Data:

  • Job title: {job_title}

  • Headline: {headline}

  • Bio/About section: {bio}

  • Current job description: {current_job_description}

  • Skills: {skills}

11. Keyword Scan on company

Research the company {company_name} using:

  • Their website: {company_website}

  • Their specialities list: {company_specialities}

Look for the presence of any of the following keywords that indicate alignment with our targeted keywords list

  1. {keyword_1}

  2. {keyword_2}

  3. {keyword_3}

These keywords may relate to business models, industries, services, technologies, or target audiences (e.g., "SaaS", "B2B", "automation", "AI", "consulting", etc.)

Use these templates or customise your own. Just keep your prompt clear and focused on the data you want the AI to check

If you need any additional help or have any further questions, feel free to reach out to us via live chat ot at [email protected]

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