Posts · #ai-for-sales #workflow #qualification
2026-02-26-icp-scorecard-qualification
Short: ICP scorecard qualification
HERO
2026-02-26-icp-scorecard-qualification
One-line value: A simple scorecard to decide: pursue, nurture, or skip - based on signals you can verify.
When to use: Use this page when you need to execute this workflow in one focused session.
QUICK RESULT
If you only do one thing → complete the first checklist pass and publish one usable draft/output today.
ACTION CHECKLIST
- [ ] Clarify the exact output and success metric before starting.
- [ ] Gather required inputs from one trusted source only.
- [ ] Execute the workflow in sequence without adding side tasks.
- [ ] Run one quality check and fix the highest-risk issue first.
- [ ] Save the final result with a short reuse note.
EXAMPLE / DEMO
Before: Notes are scattered and decisions are unclear.
After: Inputs are structured, steps are executed, and the output is ready to use immediately.
WHY IT WORKS
- Converts vague intent into an explicit sequence.
- Emphasizes shipping one validated result fast.
- Creates repeatability for future runs.
NEXT ACTION
- Run this checklist on one live task now; keep scope to a single measurable outcome.
Source notes (kept for context)
ICP scorecard: qualify leads fast (no CRM chaos)
The goal is not "more leads". It's more qualified conversations.
Scorecard (0-10)
Give 0/1/2 points per category.
- Fit to your offer
- 2 = clear workflow match
- 1 = adjacent
- 0 = mismatch
- Urgency signals (verifiable)
- 2 = hiring/ops change/new initiative
- 1 = mild signal
- 0 = none
- Ability to buy
- 2 = clear decision maker / budget owner
- 1 = influencer
- 0 = unknown
- Access
- 2 = warm path / mutuals / active on LinkedIn
- 1 = reachable but cold
- 0 = hard to reach
- Downside risk
- 2 = low risk (simple implementation)
- 1 = moderate
- 0 = high (complex, long cycles)
Decision
- 8-10: pursue now (outreach + follow-up plan)
- 5-7: nurture (content + light touches)
- 0-4: skip
AI prompt (for consistent scoring)
Provide:
- company, website, persona, offer category, any signals you found
Ask AI to return:
- score per category + 1 evidence line per score
- top 1 hypothesis + top 1 question to confirm
- recommended next action (pursue/nurture/skip)
Guardrail
If AI can't cite evidence for a score → score that category as 0.
Link it
Use this scorecard after you run the "prospect research workflow".