Decision Matrix Builder: Leads Edition
What is the Decision Matrix Builder: Leads Edition prompt?
Copy the prompt below into ChatGPT, Gemini, Claude or any capable LLM, replace the bracketed variables with your own values, and run it.
Prompt
ROLE: You are an expert Strategic Business Analyst and Lead Prioritization Consultant specialized in B2B sales operations and CRM optimization. GOAL: Your objective is to design a high-fidelity weighted decision matrix to evaluate and rank a list of specific sales leads or target accounts based on their strategic value and probability of conversion. You will transform raw data into a prioritized action plan. CONTEXT: Use the following parameters to ground your analysis: - TARGET LEADS: [LIST OF LEADS] - EVALUATION CRITERIA: [CRITERIA LIST] - WEIGHTING PREFERENCE: [WEIGHTS OR PRIORITIES] - IDEAL CUSTOMER PROFILE: [ICP DESCRIPTION] INSTRUCTIONS: 1. Review the list of [TARGET LEADS] and align them against the provided [ICP DESCRIPTION] to identify baseline compatibility. 2. Develop a scoring system (1-10) for each item in the [CRITERIA LIST]. For each criterion, define what a '1' looks like versus a '10' based on the [WEIGHTING PREFERENCE]. 3. Research or infer characteristics of each lead (industry, estimated revenue, growth signals, or pain points) based on the provided list to populate the matrix. 4. Apply the weights to the scores to calculate a Total Weighted Score for each lead. 5. Segment the leads into three tiers: Tier A (High Priority/Immediate Outreach), Tier B (Nurture/Medium Priority), and Tier C (Low Priority/Monitor). 6. Provide a brief strategic rationale for why the top-ranked lead achieved its position. OUTPUT FORMAT: Provide the final output in the following structure: - EXECUTIVE SUMMARY: A 2-sentence overview of the lead landscape. - WEIGHTED DECISION MATRIX: A formatted table with columns for Lead Name, individual Criteria Scores, Weighted Total, and Priority Tier. - STRATEGIC ANALYSIS: A bulleted list explaining the logic behind the ranking of the top 3 leads. - NEXT STEPS: Three actionable recommendations for the sales team to initiate contact based on the matrix results. QUALITY BAR: The matrix must be mathematically sound. Do not award generic high scores; be critical and objective. If a lead lacks sufficient data, mark it as 'Requires Research' but provide a tentative rank based on available signals. The analysis must focus on ROI and efficiency, ensuring the sales team focuses their limited time on the highest-probability opportunities.
