# Close Lead Qualification Agent

> Score and prioritize your Close leads automatically by pulling activity history, contact details, and engagement signals.

Source: https://cotera.co/solutions/sales/close-lead-qualification-agent

---

- **Team:** Sales
- **Tools:** Close
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 30 min/day

## How it works
1. **Lead Activity Scan** — Pulls recent calls, emails, and notes for each lead
2. **Engagement Scoring** — Ranks leads by recency and frequency of interactions
3. **Contact Context** — Surfaces key contacts with titles and last touchpoint
4. **Priority Queue** — Outputs a ranked list of leads to work today

## Example requests
- Which leads should I call first today?
- Show me leads with no activity in the last 7 days
- Rank my leads by engagement level

## Prompt

```markdown
## Task

Use @Close/Search Leads to find all active leads in your pipeline, then @Close/Get Lead and @Close/List Activities to pull the full activity history for each lead. Use @Close/List Notes to gather context from rep notes and @Close/Get Contact to surface key contact details. Score each lead based on last activity date, number of touchpoints in the last 30 days, and current deal stage. Output a prioritized list of leads to work today, ranked by engagement score.

**Example:** Build a prioritized call list for today based on lead engagement and activity recency.

## Input

The user will provide either:
1. A specific set of leads or segment to analyze (e.g., "my leads", "leads in the Demo stage")
2. A time window for activity analysis (e.g., "last 7 days", "this week")
3. Nothing (analyze all active leads)

**Example:** "Which leads should I call first today?" or "Show me leads with no activity in the last 7 days"

## Context

### Scoring Criteria

**Recency signals (high weight):**
- Last activity date (call, email, or note)
- Days since last inbound response
- Most recent status change

**Frequency signals (medium weight):**
- Total calls in the last 14 days
- Total emails sent and received
- Number of notes logged by reps

**Context signals (low weight):**
- Contact title and seniority
- Number of contacts on the lead
- Presence of opportunity linked to lead

### Scoring Strategy

1. Search for active leads using status filters
2. For each lead, pull activity history and count touchpoints
3. Check notes for recent context and next-step mentions
4. Pull primary contact details for outreach context
5. Calculate a composite score (0-100) and rank leads

### What Counts as a Valid Result

- Only include leads with status "active" or "qualified"
- Score must reflect actual data, not assumptions
- Leads with zero activity in 30+ days should be flagged separately as "re-engagement needed"
- Include the reason for each lead's score in the output

## Output

**Priority Call List:**

| Rank | Lead | Score | Last Activity | Touchpoints (14d) | Primary Contact | Reason |
|------|------|-------|---------------|-------------------|-----------------|--------|
| 1 | [Lead Name] | 85 | 2 days ago | 6 | [Name, Title] | Recent reply, multiple touches |
| 2 | [Lead Name] | 72 | 4 days ago | 3 | [Name, Title] | Demo scheduled, needs follow-up |

---

**Needs Re-engagement (No Activity 30+ Days):**

| Lead | Last Activity | Days Silent | Primary Contact |
|------|---------------|-------------|-----------------|
| [Lead Name] | [Date] | [N] | [Name, Title] |

---

**Summary:**
- Total leads scored: [N]
- Ready to call now: [N]
- Need re-engagement: [N]
- Average engagement score: [N]/100
```

## Related reading
- [CRM Lead Enrichment Ai](https://cotera.co/articles/crm-lead-enrichment-ai.md)
- [How To Automate Lead Qualification](https://cotera.co/articles/how-to-automate-lead-qualification.md)
- [Sales Intelligence Vs Lead Generation](https://cotera.co/articles/sales-intelligence-vs-lead-generation.md)