Build a Lead Qualification Checklist from Past Clients
Use this prompt after gathering rough notes on 10–15 past clients. Paste all your notes at once and let the AI find patterns between your best and worst engagements so you can build a lead qualification checklist based on your own experience.
The Prompt
I'm a [type of business, e.g., freelance graphic designer / landscaping contractor / marketing consultant]. Below are notes on past client engagements. Please read through all of them and do the following: 1. Identify 3–5 patterns that distinguish my best clients (smooth delivery, paid on time, minimal scope creep) from my most difficult ones. 2. List specific phrases, behaviors, or early signals that appeared in my most difficult engagements — things I could have spotted before signing the contract. 3. Based on these patterns, suggest 5–7 yes/no or scored questions I could ask a new lead to quickly determine if they're a good fit. Keep the language practical and plain. I want to use this checklist during a short phone call or in an intake form. Here are my client notes: [paste your notes here]
From the guide
How to use AI to build a simple lead qualification checklist from your best past clients so you stop taking work that costs you money →Related Prompts
Rewrite a Sales Objection Response to Sound Empathetic
Use this prompt after reviewing the draft script and noticing that specific sections feel off in tone. Adapt it by swapping in the actual section or objection you want refined — this example targets a pricing objection that comes across as defensive rather than empathetic.
Build a Team Sales Script from Call Patterns
Run this prompt immediately after the pattern-extraction prompt, in the same conversation. It converts the identified patterns into a structured, table-format script that team members can scan and use mid-call without sales training.
Extract Sales Patterns from Call Transcripts
Use this prompt after pasting one or more transcripts from your best closed-won sales calls. It sets the AI up to analyze patterns across calls rather than just summarize them, surfacing the exact language and turning points that made each call successful.
Turn Your Rate Card Into a Client Proposal
Use this as your master reusable proposal prompt after every sales call. Paste your rate card and five post-call notes into the bracketed fields to generate a complete, client-ready proposal draft in under two minutes.