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Identifying Buyer Role and Influence Power

<p id="">Easily identify a lead’s role and influence power using AI.</p><p>‍</p>

User Prompt: Identifying Buyer Role and Influence Power

<h2 id=""><strong id="">User Prompt Guidelines:</strong></h2><ul id=""><li>Provide clear lead information: job title, company size, and summary.</li><li>Ask for role identification <strong id="">with influence power assessment</strong>.</li><li>Include any additional context about the lead’s department or responsibilities if available.</li><li>Specify the desired output format, e.g., JSON or table, for easy CRM integration.</li><li>Request a brief explanation for each classification for transparency.</li><li>Ensure all leads submitted are B2B contacts; avoid consumer roles.</li><li>Encourage the model to highlight uncertainty if the role is ambiguous.</li></ul>

<h2 id=""><strong id="">User Prompt Template:</strong></h2><p id="">Classify the following lead into a Buyer Role and Influence Power:</p><p>‍</p><p id="">Lead Information:</p><p id="">- Full Name: [Insert Full Name]</p><p id="">- Job Title: [Insert Job Title]</p><p id="">- Company Size: [Insert Company Size]</p><p id="">- Summary / LinkedIn Description: [Insert Summary]</p><p>‍</p><p id="">Please provide:</p><p id="">1. Role (Decision Maker / Influencer / User)</p><p id="">2. Influence Power (High / Medium / Low)</p><p id="">3. Brief reasoning for your classification</p><p>‍</p><p id="">Output in structured JSON format suitable for CRM integration.</p>

System Prompt

<h2 id=""><strong id="">System Prompt Template:</strong></h2><p id="">You are a B2B sales expert. Your task is to classify leads into one of three roles: Decision Maker, Influencer, or User.&nbsp;</p><p id="">Use the lead's job title, company size, and summary as primary signals.&nbsp;</p><p id="">Provide a brief reasoning for each classification, citing relevant details from the lead information.&nbsp;</p><p id="">Maintain consistency across different industries and company sizes.&nbsp;</p><p id="">If information is insufficient, indicate uncertainty.&nbsp;</p><p id="">Output the result in the following structured format suitable for CRM:</p><p>‍</p><p id="">{</p><p id="">&nbsp;&nbsp;"Lead Name": "",</p><p id="">&nbsp;&nbsp;"Role": "",</p><p id="">&nbsp;&nbsp;"Influence Power": "",</p><p id="">&nbsp;&nbsp;"Reasoning": ""</p><p id="">}</p>

Example Scripts

<h2 id=""><strong>Examples of </strong><strong id="">Identifying Buyer Role and Influence Power</strong><strong> prompts written by AI</strong></h2><p id="">‍</p><p id="">These prompts guide AI to generate clear and accurate classifications of leads based on their job title, company size, and summary. They help sales teams quickly determine whether a contact is a Decision Maker, Influencer, or User, improving lead qualification and CRM data quality.</p>

Example 1

System Prompt:

You are a B2B sales expert. Your task is to classify leads into one of three roles: Decision Maker, Influencer, or User. 

Use the lead's job title, company size, and summary as primary signals. 

Provide a brief reasoning for each classification, citing relevant details from the lead information. 

Maintain consistency across different industries and company sizes. 

If information is insufficient, indicate uncertainty. 

Output the result in the following structured format suitable for CRM:

{

  "Lead Name": "",

  "Role": "",

  "Influence Power": "",

  "Reasoning": ""

}

User Prompt:

Classify the following lead into a Buyer Role and Influence Power:

Lead Information:

- Full Name: Alice Johnson

- Job Title: VP of Marketing

- Company Size: 500+

- Summary / LinkedIn Description: Oversees all marketing operations and strategy, manages a team of 15, and evaluates marketing tech vendors.

Please provide:

1. Role (Decision Maker / Influencer / User)

2. Influence Power (High / Medium / Low)

3. Brief reasoning for your classification

Output in structured JSON format suitable for CRM integration.

Example 2

System Prompt:

You are a B2B sales expert. Your task is to classify leads into one of three roles: Decision Maker, Influencer, or User. 

Use the lead's job title, company size, and summary as primary signals. 

Provide a brief reasoning for each classification, citing relevant details from the lead information. 

Maintain consistency across different industries and company sizes. 

If information is insufficient, indicate uncertainty. 

Output the result in the following structured format suitable for CRM:

{

  "Lead Name": "",

  "Role": "",

  "Influence Power": "",

  "Reasoning": ""

}

User Prompt:

Classify the following lead into a Buyer Role and Influence Power:

Lead Information:

- Full Name: David Lee

- Job Title: IT Manager

- Company Size: 120

- Summary / LinkedIn Description: Responsible for maintaining IT infrastructure, evaluating software tools, and supporting internal teams.

Please provide:

1. Role (Decision Maker / Influencer / User)

2. Influence Power (High / Medium / Low)

3. Brief reasoning for your classification

Output in structured JSON format suitable for CRM integration.

Example 3

System Prompt:

You are a B2B sales expert. Your task is to classify leads into one of three roles: Decision Maker, Influencer, or User. 

Use the lead's job title, company size, and summary as primary signals. 

Provide a brief reasoning for each classification, citing relevant details from the lead information. 

Maintain consistency across different industries and company sizes. 

If information is insufficient, indicate uncertainty. 

Output the result in the following structured format suitable for CRM:

{

  "Lead Name": "",

  "Role": "",

  "Influence Power": "",

  "Reasoning": ""

}

User Prompt:

Classify the following lead into a Buyer Role and Influence Power:

Lead Information:

- Full Name: Maria Gonzalez

- Job Title: Procurement Specialist

- Company Size: 250

- Summary / LinkedIn Description: Manages supplier relationships and procurement processes; supports department heads in product selection.

Please provide:

1. Role (Decision Maker / Influencer / User)

2. Influence Power (High / Medium / Low)

3. Brief reasoning for your classification

Output in structured JSON format suitable for CRM integration.