Lead Qualifier
Stop wasting time on tire-kickers. This skill scores your inbound leads based on criteria you define — company size, industry, budget signals, engagement level — so you focus on the prospects most likely to buy and skip the ones that won't.
Run it when new leads come in, or on a daily cron to process your lead pipeline.
What You Get
- Every lead scored on a 0-100 scale with clear reasoning
- Leads ranked and sorted by qualification score
- Hot leads flagged for immediate follow-up
- Cold leads identified to save your time
- Personalized outreach drafts for qualified leads
- Disqualification reasons for low-scoring leads
Setup
Required
- Lead list — A CSV, Google Sheet, or CRM export with lead data. Minimum: name, email, company. More fields = better scoring.
Optional (but recommended)
- Scoring criteria — your custom rules for what makes a good lead (industry, company size, budget, etc.)
- Ideal customer profile (ICP) — a description of your perfect customer for comparison
- CRM integration — HubSpot, Pipedrive, Notion, or Airtable for auto-import
- Email access — to send outreach to qualified leads after approval
Configuration
Tell your agent:
- Lead source — file path, Google Sheet URL, or CRM connection
- Scoring criteria — what matters most to you:
- Company size (employee count ranges)
- Industry (target industries)
- Budget indicators (revenue, funding, pricing page visits)
- Role/title of the contact (decision maker vs. researcher)
- Geography (target regions)
- Engagement signals (website visits, email opens, form fills)
- Score weights — how much each criterion matters (or use defaults)
- Qualification threshold — minimum score to be "qualified" (default: 60/100)
- Hot lead threshold — score that triggers immediate alert (default: 80/100)
- Outreach style — your tone for follow-up messages
- Delivery — where to send qualified lead alerts
How It Works
Step 1: Load Leads
- Read lead data from configured source
- For each lead, extract all available fields: name, email, company, title, industry, company size, source, notes, engagement data
Step 2: Research & Enrich
For each lead with limited data, attempt to enrich:
- Company lookup — check company website for size, industry, description
- Role assessment — is this person a decision maker, influencer, or researcher?
- Source quality — where did this lead come from? (referral > organic > cold)
Step 3: Score Each Lead
Apply scoring criteria (customizable, defaults shown):
| Criterion | Points | Example |
|---|---|---|
| Industry match | 0-20 | Target industry = 20, adjacent = 10, unrelated = 0 |
| Company size | 0-20 | Sweet spot range = 20, too small = 5, too large = 10 |
| Decision maker | 0-20 | C-suite/owner = 20, director = 15, manager = 10, other = 5 |
| Budget signals | 0-15 | Mentioned budget = 15, funded company = 10, unknown = 5 |
| Engagement | 0-15 | Multiple touchpoints = 15, form fill = 10, single visit = 5 |
| Source quality | 0-10 | Referral = 10, organic = 7, paid = 5, cold list = 2 |
Total: 0-100 points
Step 4: Categorize Leads
🔥 HOT (80-100) — Contact immediately
- Strong fit, high engagement, decision maker
- Draft personalized outreach now
- Alert Stephen immediately
🟢 QUALIFIED (60-79) — Follow up this week
- Good fit, needs nurturing or more info
- Draft a value-add follow-up
🟡 WARM (40-59) — Monitor and nurture
- Partial fit, might convert with time
- Add to drip sequence or check back later
⚪ COLD (0-39) — Deprioritize
- Poor fit or insufficient signals
- Note disqualification reason
- Archive or mark for future review
Step 5: Draft Outreach
For HOT and QUALIFIED leads, draft personalized messages:
- Reference their company/industry specifically
- Address their likely pain point based on their profile
- Offer something valuable (insight, case study, free resource)
- Include a clear, low-commitment CTA (quick call, demo, guide)
- Match your configured outreach style
Step 6: Compile Lead Report
🎯 Lead Qualification Report — [Date]
📊 PIPELINE SUMMARY
Total leads processed: [X]
🔥 Hot: [X] | 🟢 Qualified: [X] | 🟡 Warm: [X] | ⚪ Cold: [X]
🔥 HOT LEADS — ACT NOW
1. [Name] — [Title], [Company] | Score: [X]/100
Industry: [match] | Size: [X employees] | Source: [referral/organic]
Why hot: [decision maker + target industry + high engagement]
📝 Draft outreach ready
2. [Name] — [Title], [Company] | Score: [X]/100
[Details]
📝 Draft outreach ready
🟢 QUALIFIED — FOLLOW UP THIS WEEK
3. [Name] — [Title], [Company] | Score: [X]/100
Why qualified: [good fit but needs nurturing]
📝 Draft outreach ready
🟡 WARM — NURTURE ([X] leads)
[Summary of warm leads — monitor for engagement changes]
⚪ COLD — DEPRIORITIZE ([X] leads)
[Summary + disqualification reasons]
• [X] leads: wrong industry
• [X] leads: too small / no budget signals
• [X] leads: non-decision makers
💡 INSIGHTS
• Best lead source this batch: [referral/organic/paid]
• Most common industry: [industry]
• [X]% of leads are decision makers
Step 7: Deliver & Act
- Send report via configured channel
- Hot leads trigger immediate alerts
- When user approves outreach ("send to lead 1"), send the message
- Update lead status in source (qualified/contacted/disqualified)
Examples
User: "Qualify these leads" [provides CSV or points to sheet]
Agent processes and responds with the full qualification report.
User: "I got a new lead: Sarah Kim, sarah@buildright.co, she's a founder of a 15-person construction tech company, found us through our blog"
Agent:
🎯 Lead Score: 82/100 — 🔥 HOT
• Industry: Construction Tech — strong fit (18/20) • Company size: 15 employees — sweet spot (18/20) • Role: Founder — decision maker (20/20) • Budget: Unknown, but funded startup signals (8/15) • Engagement: Blog reader, organic (7/15) • Source: Organic content (7/10)
📝 Draft outreach: "Hi Sarah, I noticed you found us through our blog — glad the content resonated! I work with construction tech founders to set up AI systems that handle the operational busywork. Would a quick 15-minute call make sense to see if there's a fit?"
User: "Send it"
Agent: Sends the outreach email.
Customization Ideas
- Auto-score on form submission — qualify leads instantly when they fill out your contact form
- Lead routing — assign qualified leads to team members based on criteria
- Re-engagement campaigns — periodically re-score cold leads to find ones that have warmed up
- Win rate tracking — track which lead scores actually convert to paying customers
- ICP refinement — use closed deal data to improve scoring criteria over time
Want More?
This skill handles lead scoring and qualification. But if you want:
- Custom integrations — connect to HubSpot, Pipedrive, Salesforce, or your specific CRM
- Advanced automations — auto-qualify form submissions, trigger drip sequences, sync scores to CRM
- Full system setup — identity, memory, security, and 5 custom automations built specifically for your workflow
DoctorClaw sets up complete OpenClaw systems for businesses:
- Guided Setup ($495) — 2-hour live walkthrough. Everything configured, integrated, and running by the end of the call.
- Done-For-You ($1,995) — 7-day custom build. 5 automations, 3 integrations, full security, 30-day support. You do nothing except answer a short intake form.