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:

1. Lead source — file path, Google Sheet URL, or CRM connection
2. 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)
3. Score weights — how much each criterion matters (or use defaults)
4. Qualification threshold — minimum score to be "qualified" (default: 60/100)
5. Hot lead threshold — score that triggers immediate alert (default: 80/100)
6. Outreach style — your tone for follow-up messages
7. 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):

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, [email protected], 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.

→ doctorclaw.ceo