Tracking · Lead Scoring & Qualification

Write an Auto-Disqualify Rule Set

Generate a clean rule set of automatic lead disqualifiers so reps stop wasting time on dead-on-arrival prospects.

foundermanagerIntermediate⏱ Saves 5-8 hours of AE time per week
When to use
Use when reps are spending time on leads who will never close — competitors, job seekers, sub-budget shoppers, wrong geos. Especially valuable when inbound volume spikes from a viral piece or paid campaign. Implement once and re-tune every 6 months.
The prompt
You are a revenue ops leader who has built CRM auto-disqualification rules for service businesses to protect AE time.
Agency: [AGENCY_NAME] — [SERVICES] | ICP: [ICP] | Minimum deal size: [MIN_DEAL_SIZE] | Common bad-fit patterns observed: [BAD_FIT_PATTERNS] | CRM fields available: [CRM_FIELDS]
Write an auto-disqualify rule set with both HARD DQ (auto-close) and SOFT DQ (route to long-term nurture) rules, including the talk track a rep would use if the prospect pushes back.

- Provide a minimum of 6 HARD DQ rules and 4 SOFT DQ rules
- Each rule must reference an EXISTING field in [CRM_FIELDS] — if a field doesn't exist, mark "Field needed: [name]" rather than inventing
- Each HARD DQ rule must include a one-sentence rep talk track
- Include a NUMERIC threshold wherever a rule involves money, size, or count
- End with a sanity-check rule: max 3% of leads should hit HARD DQ — if more, the model is too aggressive
Two tables: HARD DQ (Rule / CRM Logic / Talk Track) and SOFT DQ (Rule / CRM Logic / Nurture Path). Then a 3-bullet Implementation Plan.
Variables
  • [AGENCY_NAME] — Your agency
  • [SERVICES] — Services sold
  • [ICP] — Ideal client profile
  • [MIN_DEAL_SIZE] — Smallest deal you'll accept in dollars
  • [BAD_FIT_PATTERNS] — Recurring bad-fit lead patterns you've noticed
  • [CRM_FIELDS] — List of existing CRM fields you can filter on
Example input
Agency: Northwind Digital — SEO + Google Ads for home services | ICP: $5M-$30M HVAC/plumbing US | Min deal: $4,000/mo | Bad-fit: solopreneurs, non-US, agencies fishing for white label, students | CRM fields: company, country, employee_count, revenue_range, services_needed, email_domain, timeline
Example output
HARD DQ
| Rule | CRM Logic | Talk Track |
|---|---|---|
| Revenue under $2M | revenue_range = "12mo | timeline = "12+ months" | quarterly newsletter |
| Wrong service | services_needed = "PR" | refer + drip |
| Right fit, no budget yet | revenue 5-30M, budget blank | 90-day re-engage |
| Field needed: agency_type | — | Field needed |

Implementation: deploy in HubSpot workflows, audit weekly for 30 days, alert if HARD DQ exceeds 3%.
Pro tips
  • Always pair HARD DQ with a polite talk track — bad-fit leads still leave reviews and refer friends
  • Sample 20 disqualified leads weekly for the first month to make sure you're not killing good fits
  • Soft DQ into a real nurture, not a dead list — 10-15% of soft-DQ leads come back qualified within a year
Works with
ClaudeChatGPTGemini
Done with prompts? Time to install the system
Book a STAOS call
Related prompts