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
Add a Vendor or Client Introduction Task to Onboarding
Use this as a follow-up prompt when the AI has omitted the vendor or client introduction step, which is commonly left out of AI-generated onboarding checklists because large-company training data handles it differently.
Rewrite a Corporate Onboarding Checklist for Small Business
Use this as a follow-up prompt if the generated checklist feels too generic or reads like a large-company HR template, to push the AI toward simpler, more actionable language suited to a small business.
Restructure a Flat Onboarding List Into Five Phases
Use this as a correction prompt in the same conversation if the AI returns a flat list instead of the five-phase structure (Before Day 1, Day 1, Days 2–5, End-of-Week-1 Check-in, Days 8–30).
Find Documentation Gaps Before a New Hire Starts
Use this as a follow-up prompt in the same conversation to identify gaps in your existing documentation before the new hire's first day, so you can prepare materials they'll need rather than fielding repeated questions.