Lead Qualification Playbook

---
name: lead-qualification-playbook
description: Guides sales reps through structured lead qualification using BANT+ methodology. Evaluates leads, suggests discovery questions, scores quality, and recommends next steps. Use when user says "qualify this lead", "help me qualify", "BANT analysis", "score this lead", "should I convert this lead", "lead qualification questions", or "assess lead quality".
metadata:
  author: Dataverse
  version: 1.0.0
  category: sales-process
---

# Lead Qualification Playbook

Consistent lead qualification is critical for sales efficiency. This skill provides a structured playbook that helps SDRs qualify leads effectively, ensures all qualification criteria are captured in Dataverse, and provides AI-assisted recommendations on lead disposition.

## Instructions

### Step 1: Retrieve Lead Information
When user provides a lead to qualify, retrieve current lead data:

```
SELECT leadid, subject, firstname, lastname, fullname, companyname, jobtitle,
       emailaddress1, telephone1, mobilephone, description,
       leadsourcecode, industrycode, numberofemployees, revenue,
       budgetstatus, budgetamount, need, purchasetimeframe, purchaseprocess,
       decisionmaker, leadqualitycode, msdyn_leadscore, msdyn_leadgrade,
       estimatedamount, estimatedclosedate, qualificationcomments,… install to load the full skill