What does this skill do?

The Skill Strategic Customer Qualifier generates a comprehensive customer acquisition and qualification process based on your service type, average ticket, and ideal customer profile. It provides a weighted scoring dashboard, a conversation script for the first call, a list of red flags, and a ready-to-use rejection email template. It transforms your intuition about which clients drain your energy into objective, repeatable criteria.

Grading Scorecard
A table with weighted criteria (budget, urgency, authority, frequency) and a threshold that determines whether to move forward with the proposal or reject it.
First Call Script
A 10- to 15-minute series of open-ended questions with guidelines on what to listen for in each response, without making it seem like an interrogation.
Red Flags
A list of 8 to 10 phrases and behaviors that signal a problematic client before you invest hours in a proposal.
Professional Rejection Template
An email ready to send when a lead doesn't pass the filter, preserving the relationship for the future without burning the contact.

Usage examples

🎯 Grading from Scratch
I am a digital marketing agency with an average monthly budget of 4,000–15,000 €. My ideal client is a medium-sized company where the partner makes the decisions. I handle the entire qualification process.
🚩 Identify Problematic Customers
Give me a list of red flags to help me spot clients who will drain my energy before I invest time in a proposal.
📞 First Call Script
I need a 10-15-minute script for the first discovery call with a new lead. Open-ended questions and what to look for in each answer.
✉️ Politely decline
A client doesn't meet my qualification criteria. Write a professional rejection email that preserves the relationship for the future.

Features

Balanced Scorecard Evaluation criteria with weightings and maximum scores. A clear threshold determines whether you move on or are rejected.
Strategic Conversation Script Open-ended questions in strategic order for the first call, with positive and warning signs in each response.
Red Flag System 8–10 phrases and behaviors that indicate a difficult customer, drawn from real-life consultative selling scenarios.
Post-certification Monitoring Process Next steps after the initial conversation, depending on the outcome: send a proposal, request more information, or decline.
Rejection Email Template A message to send when a client isn't a good fit—one that's professional and doesn't burn bridges.

Frequently asked questions

No. The skill works with Claude or ChatGPT using the included prompt. All you need to do is copy the prompt block and fill in the fields in square brackets with your actual information.
Yes. The process can be adapted for any professional or agency that sells services: marketing, consulting, legal, design, events, etc. Just change the input fields.
The skill assigns a weight to each criterion (budget, urgency, authority, alignment, recurrence, history) and sets a threshold. If the total exceeds the threshold, you move forward; if not, you reject the request or ask for more information.
Yes. The suggested criteria are customizable. You can adjust the weights, add your own criteria, or change the threshold based on your experience.
Strategic Lead Screener — Filter and qualify leads with Claude AI

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