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Lead Status
<p id="">Easily assess and track the status of your leads with AI-powered prompts.</p><p></p>
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<h2><strong>User Prompt Guidelines:</strong></h2><ul><li><strong>Provide Lead Data</strong>: Give AI all relevant info (name, company, contact history, interactions, engagement metrics).</li><li><strong>Ask Specific Task</strong>: Clearly state what you want, e.g., “Determine the current status of this lead.”</li><li><strong>Reference Allowed Statuses</strong>: Mention possible lead statuses the AI can choose from.</li><li><strong>Specify Format</strong>: Indicate structured output if required (e.g., JSON with status and reason).</li><li><strong>Include Context</strong>: Briefly describe campaign goal or priority to guide AI judgment.</li><li><strong>Mention Actionable Insight</strong>: Ask AI to provide reasoning or suggest the next step.<strong></strong></li><li><strong>Handle Uncertainty</strong>: Tell AI to flag unclear cases instead of guessing.</li></ul>
<h2><strong>User Prompt Template:</strong></h2><p>Lead Information:</p><p>- Name: {{lead_name}}</p><p>- Company: {{company_name}}</p><p>- Contact History: {{contact_history}}</p><p>- Engagement Metrics: {{engagement_data}}</p><p>- Campaign Stage: {{campaign_stage}}</p><p></p><p>Task:</p><p>Please analyze this lead and determine its current status using the following options: New, Contacted, Qualified, Unqualified, Follow-up, Closed. </p><p></p><p>Also provide:</p><p>1. Reasoning behind the status.</p><p>2. Suggested next action (optional).</p><p></p><p>Output format (JSON):</p><p>{</p><p> "status": "",</p><p> "reason": "",</p><p> "next_action": ""</p><p>}</p>System Prompt
<h2 id=""><strong id="">System Prompt Template:</strong></h2><p id="">You are a B2B sales AI expert. Your task is to evaluate the current status of leads based on the information provided. </p><p></p><p id="">Instructions:</p><p id="">1. Use all lead information, including name, company, contact history, engagement metrics, and campaign stage.</p><p id="">2. Determine the lead status. Possible statuses are: </p><p id=""> - New</p><p id=""> - Contacted</p><p id=""> - Qualified</p><p id=""> - Unqualified</p><p id=""> - Follow-up</p><p id=""> - Closed</p><p id="">3. Provide reasoning for the status assigned.</p><p id="">4. If the information is insufficient or ambiguous, assign the status as "Needs Review".</p><p id="">5. Output the result in structured format: </p><p id=""> - JSON: { "status": "", "reason": "" }</p>Example Scripts
<h2 id=""><strong id="">Examples of Lead Status Evaluation Prompts Written by AI</strong></h2><p id=""><br>These examples show how AI can analyze lead information and determine current status with reasoning. Each prompt demonstrates structured outputs and suggested next actions to help sales teams prioritize and manage leads effectively.</p>
System Prompt:
You are a B2B sales AI expert. Your task is to evaluate the current status of leads based on the information provided.
Instructions:
1. Use all lead information, including name, company, contact history, engagement metrics, and campaign stage.
2. Determine the lead status. Possible statuses are: New, Contacted, Qualified, Unqualified, Follow-up, Closed.
3. Provide reasoning for the status assigned.
4. If the information is insufficient or ambiguous, assign the status as "Needs Review".
5. Output the result in structured format: JSON: { "status": "", "reason": "" }
User Prompt:
Lead Information:
- Name: John Smith
- Company: TechNova Solutions
- Contact History: Email sent 2 weeks ago, no reply
- Engagement Metrics: Opened previous email once, no link clicks
- Campaign Stage: Initial outreach
Task:
Please analyze this lead and determine its current status using the following options: New, Contacted, Qualified, Unqualified, Follow-up, Closed.
Also provide reasoning behind the status and a suggested next action.
Output format (JSON):
{
"status": "",
"reason": "",
"next_action": ""
}
System Prompt:
You are a B2B sales AI expert. Your task is to evaluate the current status of leads based on the information provided.
Instructions:
1. Use all lead information, including name, company, contact history, engagement metrics, and campaign stage.
2. Determine the lead status. Possible statuses are: New, Contacted, Qualified, Unqualified, Follow-up, Closed.
3. Provide reasoning for the status assigned.
4. If the information is insufficient or ambiguous, assign the status as "Needs Review".
5. Output the result in structured format: JSON: { "status": "", "reason": "" }
User Prompt:
Lead Information:
- Name: Sarah Lee
- Company: GreenWave Tech
- Contact History: Had a 30-min discovery call last week
- Engagement Metrics: Interested in pricing details, asked 3 questions about integration
- Campaign Stage: Product demo follow-up
Task:
Please analyze this lead and determine its current status using the following options: New, Contacted, Qualified, Unqualified, Follow-up, Closed.
Also provide reasoning behind the status and a suggested next action.
Output format (JSON):
{
"status": "",
"reason": "",
"next_action": ""
}
System Prompt:
You are a B2B sales AI expert. Your task is to evaluate the current status of leads based on the information provided.
Instructions:
1. Use all lead information, including name, company, contact history, engagement metrics, and campaign stage.
2. Determine the lead status. Possible statuses are: New, Contacted, Qualified, Unqualified, Follow-up, Closed.
3. Provide reasoning for the status assigned.
4. If the information is insufficient or ambiguous, assign the status as "Needs Review".
5. Output the result in structured format: JSON: { "status": "", "reason": "" }
User Prompt:
Lead Information:
- Name: Michael Johnson
- Company: FinEdge Corp
- Contact History: Multiple emails exchanged, scheduled but missed a meeting
- Engagement Metrics: Opened 5 emails, clicked links twice, no response to meeting reschedule
- Campaign Stage: Mid-funnel nurture
Task:
Please analyze this lead and determine its current status using the following options: New, Contacted, Qualified, Unqualified, Follow-up, Closed.
Also provide reasoning behind the status and a suggested next action.
Output format (JSON):
{
"status": "",
"reason": "",
"next_action": ""
}