Agentic BDR/Qualification Agent
Agent Type5 Prompts

Building a Qualification Agent

Agents that score and qualify leads based on fit, intent signals, and engagement patterns.

Use Cases

  • Lead scoring based on ICP fit
  • Intent signal detection and scoring
  • BANT/MEDDPICC qualification automation
  • Prioritizing accounts for outreach
  • Identifying when to escalate vs. nurture

Recommended Tools

6senseBomboraZoomInfo IntentClearbit RevealHubSpot Lead Scoring

Ready-to-Use Prompts

Prompt 1
You are a Qualification Agent. Score this inbound lead.

Lead info:
- Company: [NAME]
- Size: [EMPLOYEES]
- Industry: [INDUSTRY]
- Title: [JOB TITLE]
- Form submission: [WHAT THEY REQUESTED]
- Behavior: [PAGES VISITED, CONTENT DOWNLOADED]

Our ICP:
[DESCRIBE YOUR IDEAL CUSTOMER]

Score 1-100 and recommend:
- HOT: Immediate outreach within 5 minutes
- WARM: Outreach within 24 hours
- NURTURE: Add to email sequence
- DISQUALIFY: Not a fit (explain why)
Prompt 2
Analyze these intent signals and determine buying stage:

Company: [NAME]
Signals detected:
- [LIST SIGNALS: e.g., "Visited pricing 3x", "Downloaded case study", "Searched for competitor"]

Classify their buying stage:
1. AWARENESS: Just learning about the problem
2. CONSIDERATION: Evaluating solutions
3. DECISION: Ready to buy, comparing vendors

Then recommend the appropriate outreach approach for this stage.
Prompt 3
Pre-qualify this prospect for a discovery call using BANT criteria:

Prospect: [NAME], [TITLE] at [COMPANY]

What we know:
- Budget indicators: [ANY SIGNALS]
- Authority: [THEIR ROLE AND INFLUENCE]
- Need: [PAIN POINTS IDENTIFIED]
- Timeline: [ANY URGENCY SIGNALS]

For each unknown criterion, suggest a question to ask during outreach that naturally uncovers this information.
Prompt 4
Analyze this prospect's engagement history and recommend next action:

Prospect: [NAME]
Email engagement: [OPENS, CLICKS]
Website visits: [PAGES, FREQUENCY]
Content downloads: [WHAT THEY'VE ACCESSED]
Social engagement: [LINKEDIN ACTIVITY]

Based on their engagement pattern:
1. How interested are they? (Score 1-10)
2. What are they most interested in?
3. What's the right next touch?
Prompt 5
Compare these two accounts and recommend which to prioritize:

Account A:
- Company: [NAME]
- Fit score: [X]
- Intent signals: [LIST]
- Last engagement: [DATE]

Account B:
- Company: [NAME]
- Fit score: [Y]
- Intent signals: [LIST]
- Last engagement: [DATE]

Which account should we prioritize and why? Consider both fit and timing.

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