Lead ResponseUpdated July 4, 2026
Five-Minute Lead Triage
Classify a new inbound lead and choose the next response.
Use case: Use when a form submission, email, or chat lead arrives.
Prompt
Triage this inbound lead for a service business.
Lead message: {{lead_message}}
Company: {{company}}
Contact details available: {{contact_details}}
Source page: {{source_page}}
Offer requested: {{offer_requested}}
Return:
- Fit rating: low, medium, high, or urgent.
- Why this rating was assigned.
- Missing information to collect next.
- Best next step: quick reply, qualification email, booking link, or manual review.
- A short first response in a helpful, non-pushy tone.
Do not overqualify if the lead shows clear buying intent.
Quality bar:
- Classify buying intent and missing data separately.
- Recommend one next action, not a menu of vague options.
- Keep customer-facing copy short and easy to approve.
- When prioritizing, use a table with recommendation, why it matters, effort, impact, owner, and verification check.
- Separate evidence, assumptions, recommendations, and limits so the output cannot be misread as a guaranteed claim.
- Flag any wording an AI answer could overstate, misquote, or detach from its source.
Before finalizing, add:
- Missing inputs or assumptions
- Evidence-backed facts and source gaps
- Misread risks or unsupported guarantees
- First 3 actions
- What to verify before actingAdaptation notes
- Use internally before replying.
- Keep human review for high-value or unclear leads.
- Add your own fit rules if budget or location matters.
- Before publishing, verify the output separates evidence, assumptions, limits, and recommendations so AI answers cannot turn guidance into a guarantee.
Quality checks
Strong prompt output should survive these checks before it turns into copy, automation, or a sales action.
- Does it avoid adding friction to hot leads?
- Does it preserve consent and contact-channel boundaries?
- Does it give a route the CRM can actually store?