Lead Qualification Scoring OS
MTY-0101 MTY 01 SERIES · CLIENT ACQUISITION AND SALES

Lead Qualification Scoring OS

Score every inbound lead in under 2 minutes. Route Hot, Warm, or Cold without running every triage decision yourself.

  • Beginner-Friendly
  • 1-2h Setup
  • 8 Sections
  • 6 AI Assist
$79.00

Instant .docx download. One purchase, yours to keep.

What's Inside

Everything in this SOP

A complete operational system. Built to run immediately.

SOP Sections
8
Implementation Phases
4
AI Assist Prompts
6
Confirmation Cases
8

  1. QuickStart

    Score your first batch of 10-20 leads in 30 to 45 minutes. Test the system before full rollout.

  2. Purpose and Objective

    Lock in what this SOP does, who it is for, and what success looks like before any work starts.

  3. Scope, Roles, and Inputs

    Process Owner, Executor, Sales Lead, and supporting roles assigned before Phase 1 begins.

  4. Implementation

    Four phases from raw intake data to a live scoring system, with embedded AI prompts at every phase.

  5. Expected Outputs and KPIs

    Primary and secondary metrics with concrete targets. 80% accuracy. Under 2-hour Hot lead response. Under 15-minute scoring time per lead.

  6. Adaptive Extension

    Reusable prompts, tier routing rules, and an intake data checklist you can lift into any toolset.

  7. Troubleshooting Matrix

    The exact failure points operators hit, with specific fixes. Edge cases and override rules included.

  8. Change Log

    Version tracking and update history so changes stay documented as your scoring criteria change.

Sound Familiar?

Unscored leads waste your sales team's time

Without a scoring system, every lead looks equally important. Hot leads sit in the queue while reps burn hours on Cold ones. Top-of-funnel volume scales but conversion stays flat.

  • Reps work leads in arrival order

    No scoring means no priority. Reps work whatever lands in the inbox, regardless of fit or urgency.

  • Every lead gets the same treatment

    Without tiers, a Hot lead and a Cold lead get the same response. Discovery calls, follow-ups, and nurture sequences run on guesswork.

  • Hot leads cool off before anyone calls

    Win rates drop when response time stretches past a few hours. Without prioritization, your strongest leads wait the longest.

  • Sales judgment doesn't scale beyond you

    You qualify leads accurately by gut. Your team can't replicate it without a written framework. You stay the bottleneck.

Expected Outcomes

What you can measure after implementation

These targets come directly from the SOP. Realistic benchmarks, not aspirational claims.

Primary KPIs

  • ACCURACY

    Qualified Lead Accuracy %

    Target: 80-90%

    AI tier matches actual conversion outcome within 2 weeks of launch.

  • RESPONSE TIME

    Time to First Contact (Hot)

    Target: Under 2 hours

    Hot leads get a personalized call or email within 2 hours of scoring.

  • CONVERSION

    Lead-to-Meeting Rate (Hot)

    Target: 15-30%

    Hot-tier leads that book a discovery call or meeting.

Timeline Benchmarks

  1. System live across all intake sources. Test batch hits 80%+ accuracy against manual judgment.

  2. First criteria adjustment shipped. Accuracy trends upward as anchors get refined.

  3. Stable scoring with under 15% override rate. Weekly review routine in place and producing one adjustment per cycle.

Common Questions

Before you buy

QuickStart gets your first batch of 10-20 leads scored in 30 to 45 minutes. Full implementation across all intake sources runs 1-2 hours of setup, then 15 minutes per batch from there.

No. The SOP works with any CRM or even a Google Sheet. AI prompts are written for Claude and ChatGPT. The optional automation layer uses Zapier or Make if you want to wire it up.

Target accuracy is 80%+ alignment with actual conversion outcomes within 2 weeks of launch. The QA validation prompt (AI Assist 4) shows exactly where the AI and your judgment disagree, so you can tune the criteria fast.

BANT is the starting framework. The SOP shows you how to add 1-2 custom dimensions for your business and assign weights based on what predicts conversion in your pipeline.

Six copy-paste prompts: scoring, lead summary, batch processing, QA validation, weekly review, and weekly optimization. Each one is mapped to a specific step in the SOP and produces a structured output you can drop into your CRM or Slack.