lead-qualification-playbook Skill
Guides sales reps through structured lead qualification using BANT+ methodology. Evaluates leads, suggests discovery questions, scores quality, and recommends next steps. Use when user says "qualify this lead", "help me qualify", "BANT analysis", "score this lead", "should I convert this lead", "lead qualification ques Published by microsoft in dataverse-business-skills.
What is lead-qualification-playbook Skill?
Guides sales reps through structured lead qualification using BANT+ methodology. Evaluates leads, suggests discovery questions, scores quality, and recommends next steps. Use when user says "qualify this lead", "help me qualify", "BANT analysis", "score this lead", "should I convert this lead", "lead qualification ques Published by microsoft in dataverse-business-skills. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use lead-qualification-playbook Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: microsoft
- Repository: microsoft/dataverse-business-skills
- Skill file: skills/lead-qualification-playbook/SKILL.md
What it does
Guides sales reps through structured lead qualification using BANT+ methodology. Evaluates leads, suggests discovery questions, scores quality, and recommends next steps. Use when user says "qualify this lead", "help me qualify", "BANT analysis", "score this lead", "should I convert this lead", "lead qualification ques
Skill instructions
Lead Qualification Playbook Consistent lead qualification is critical for sales efficiency. This skill provides a structured playbook that helps SDRs qualify leads effectively, ensures all qualification criteria are captured in Dataverse, and provides AI-assisted recommendations on lead disposition. Instructions Step 1: Retrieve Lead Information When user provides a lead to qualify, retrieve current lead data: SELECT leadid, subject, firstname, lastname, fullname, companyname, jobtitle, emailaddress1, telephone1, mobilephone, description, leadsourcecode, industrycode, numberofemployees, revenue, budgetstatus, budgetamount, need, purchasetimeframe, purchaseprocess, decisionmaker, leadqualitycode, msdynleadscore, msdynleadgrade, estimatedamount, estimatedclosedate, qualificationcomments, createdon, modifiedon, statecode, statuscode, ownerid FROM lead WHERE leadid = '[leadid]' Also retrieve any related activities: SELECT activityid, subject, activitytypecode, createdon, description, state
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Frequently asked questions
What is lead-qualification-playbook?
lead-qualification-playbook is a open-source AI agent skill with Copy skill directory. Guides sales reps through structured lead qualification using BANT+ methodology. Evaluates leads, suggests discovery questions, scores quality, and recommends next steps.
Who is lead-qualification-playbook best for?
lead-qualification-playbook is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install lead-qualification-playbook?
Install or run lead-qualification-playbook using Copy skill directory. Check lead-qualification-playbook for the latest setup command.
Is lead-qualification-playbook actively maintained?
lead-qualification-playbook may need a closer maintenance check before production use.
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