Tracking · Lead Scoring & Qualification
Build a Champion-Strength Score
Grade how strong your internal champion really is — power, motive, and willingness to sell on your behalf — so you stop confusing friendliness with influence.
repmanagerIntermediate⏱ Prevents 1-2 lost deals per quarter
When to use
Use on any deal stalled past expected close, or before forecasting a deal as commit. Especially critical for retainers above $5K/mo where multiple stakeholders need to align. Run it on every deal in late stages of your pipeline review.
The prompt
You are a complex-deal coach who specializes in agency sales and can tell within minutes whether a "champion" is actually a coach, a fan, or a fraud. Agency: [AGENCY_NAME] — [SERVICES] | Deal: [DEAL_NAME] — [DEAL_SIZE] | Champion candidate: [CHAMPION_NAME] — [TITLE] | Evidence of champion behavior: [CHAMPION_EVIDENCE] | Other stakeholders: [OTHER_STAKEHOLDERS] Score the champion's strength on a 0-100 scale across Power, Motive, and Selling Activity, and decide if you have a real champion, a coach, or a fan. - Score Power 0-40, Motive 0-30, Selling Activity 0-30 — NUMERIC total /100 - 75+ = real champion (forecast OK), 50-74 = coach only (need to recruit second champion), under 50 = fan only (deal at risk) - Selling Activity requires PROOF: forwarded materials internally, set up meetings, defended you when pushed back on price. Mark "Unknown" if no evidence in [CHAMPION_EVIDENCE] - Power score must consider whether the champion controls budget OR has line-of-sight to EB — not just job title - End with one specific test to validate the champion (e.g., "Ask them to set up a meeting with [name] this week") Table: Dimension | Max | Score | Evidence | Confidence. Then Total /100, Verdict (Champion/Coach/Fan), Risk Level, and the verbatim Champion Test.
Variables
- [AGENCY_NAME] — Your agency
- [SERVICES] — Services sold
- [DEAL_NAME] — Prospect company and short description
- [DEAL_SIZE] — Annual deal value
- [CHAMPION_NAME] — Name of suspected champion
- [TITLE] — Their role/title
- [CHAMPION_EVIDENCE] — All evidence of their behavior — quotes, emails, intros, defenses
- [OTHER_STAKEHOLDERS] — Other people in the buying group
Example input
Agency: Helix Performance — paid media for ecom | Deal: BrightLeaf Coffee, $180K | Champion: Sarah, Director of Growth | Evidence: Forwarded our proposal to her CFO Mike, scheduled a follow-up with brand manager, said "I want to make this work" twice on calls | Other: Mike (CFO/EB, not met), Jen (brand mgr, neutral)
Example output
| Dimension | Max | Score | Evidence | Confidence | |---|---|---|---|---| | Power | 40 | 28 | Director-level, controls ad budget, line of sight to CFO | High | | Motive | 30 | 26 | "I want to make this work" + CAC tied to her bonus | High | | Selling Activity | 30 | 24 | Forwarded proposal to CFO, set internal meetings | High | Total: 78 / 100 — REAL CHAMPION Risk: Low-Medium (no direct EB access yet) Champion Test: "Sarah, would you be willing to set up a 20-min meeting with Mike this week so we can answer his CAC questions live?" — if she resists or stalls, downgrade to Coach.
Pro tips
- The single best champion test is asking them to do something costly for you (intro to EB, share an internal doc) — fans say no, champions say yes
- Selling Activity is the most predictive dimension — a Director who forwards your deck beats a VP who only nods
- If your only champion scores under 50, recruit a second one before forecasting
Works with
ClaudeChatGPTGemini
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