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Score a lead on budget, authority, need and timeline from the notes
- For Sales and customer success
- You practice Catching mistakes and made-up facts
- Time about 5 minutes
- Level Beginner
About this exercise
Rate each of the four qualification areas from the call notes. Write exactly 4 plain-text lines starting Budget:, Authority:, Need:, Timeline:. Each is Yes, No or Unknown followed by a dash and a quote or fact from the notes in under 10 words. Use Yes only when the buyer clearly said it; use Unknown when the notes are silent or only imply it.
Common mistakes when you ask AI for this
- Over-crediting Budget. The AI marks Budget Yes from 'we'd find the money'. Try: Add: "Yes only when the buyer clearly said it; otherwise Unknown."
- Marking Authority Yes. The AI treats the recommender as the decision maker. Try: Add: "Authority depends on who signs; use the notes."
- Long facts. The AI writes sentences. Try: Add: "Each fact under 10 words, plain text."
- Wrong structure. The AI writes a paragraph. Try: Add: "Four labeled lines in order."
What a strong prompt includes
- Lists the four labels
- Defines the answers
- Defines Yes
- Requires a short fact
- Plain text
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