cotera

Close Lead Qualification Agent

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

Lead scoringSales prioritizationActivity analysisContact research

The Challenge

Your reps spend the first hour of every day scrolling through leads trying to figure out which ones to call first. They check last activity date, count emails sent, look at notes for context. It's the same research process repeated 30-40 times before anyone picks up the phone.

What This Prompt Does

Lead Activity Scan

Pulls recent calls, emails, and notes for each lead

Engagement Scoring

Ranks leads by recency and frequency of interactions

Contact Context

Surfaces key contacts with titles and last touchpoint

Priority Queue

Outputs a ranked list of leads to work today

The Prompt

The Prompt

Task

Use @Close/Search LeadsName it "Close/Search Leads" and call it with @Close/Search Leads to find all active leads in your pipeline, then @Close/Get Lead and @Close/List ActivitiesName it "Close/List Activities" and call it with @Close/List Activities to pull the full activity history for each lead. Use @Close/List NotesName it "Close/List Notes" and call it with @Close/List Notes to gather context from rep notes and @Close/Get ContactName it "Close/Get Contact" and call it with @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

Example Usage

Try asking:

  • →"Which leads should I call first today?"
  • →"Show me leads with no activity in the last 7 days"
  • →"Rank my leads by engagement level"