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Advanced6-8 hoursSave 20+ hrs/week
Lead Qualification & Follow-up
Never let a good lead go cold again. This advanced playbook creates a sophisticated system where AI helps your VA qualify leads, personalize outreach, and manage follow-up sequences at scale.
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Tools Used:ChatGPTHubSpot/SalesforceZapierClay
Define your Ideal Customer Profile (ICP): industry, company size, role, pain points
Create a lead scoring matrix: assign points for each qualifying attribute
Build disqualification criteria: red flags that indicate poor fit
Develop qualification questions that reveal fit in 3-5 questions
AI PromptsReady to copy & paste
ICP Definition HelperAny
Help me define my Ideal Customer Profile (ICP) for lead qualification: My business: [WHAT YOU SELL] Current best customers: [DESCRIBE 2-3 OF YOUR BEST CLIENTS] What makes them great: [WHY THEY'RE IDEAL] Please help me create: 1. **Firmographic Criteria** (company size, industry, location, revenue) 2. **Role/Title Criteria** (who makes/influences buying decisions) 3. **Pain Point Signals** (problems they're trying to solve) 4. **Behavioral Indicators** (actions that show buying intent) 5. **Disqualification Criteria** (red flags to watch for) 6. **Scoring Matrix** (points for each criterion) Weight the criteria by importance to my business.
Pro Tips
- •Weight criteria by importance: budget authority might be 3x more valuable than company size
- •Include both explicit (stated) and implicit (behavioral) scoring factors
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