---
name: lead-qualification-report-generator
description: Transforms email inquiries into comprehensive, interactive HTML lead qualification reports with company research, contact verification, and deal sizing. Use when the user pastes an inbound lead email and asks to qualify the lead, research the company, verify the contact, or size the opportunity.
---

# Lead Qualification Report Generator

## Overview
This skill transforms inbound lead email inquiries into comprehensive, interactive HTML lead qualification reports. It researches the company, verifies contact information, assesses fit criteria, and produces a branded, actionable report.

## When to Use This Skill
- User pastes an email inquiry from a potential client
- User asks to "qualify this lead"
- User requests a "lead report" or "company research"
- User mentions evaluating a new business opportunity

## Skill Trigger Patterns
- "Can you qualify this lead?"
- "Research this company for me"
- "Is this a good fit client?"
- "Generate a lead report for..."
- User pastes email with subject lines like "Services:", "Inquiry:", "Looking for..."

## Input Requirements
The user should provide:
1. **Email content** including:
   - Sender name and email
   - Company domain
   - Message body with service request
   - Any metadata (IP location, browser info, etc.)

## Research Process

### Step 1: Extract Key Information
From the email, identify:
- Company name
- Company domain/website
- Contact person name
- Contact person email
- Service requested
- Location (from IP or email)

### Step 2: Company Research
Use web_search and web_fetch to gather:
1. **LinkedIn company page** → Employee count
2. **Funding databases** (Crunchbase, PitchBook, Tracxn) → Funding, valuation, investors
3. **Company website** → Services, products, market position
4. **Revenue data** (RocketReach, ZoomInfo, LeadIQ) → Annual revenue, company size
5. **News and press** → Recent developments, growth signals

### Step 3: Contact Verification
Research the contact person:
1. **LinkedIn profile** → Title, experience, role verification
2. **Company website** → Team page, blog authorship
3. **Domain verification** → Ensure email matches company domain
4. **Location verification** → IP location vs claimed location

### Step 4: Fit Assessment
Evaluate against your ideal client profile. Default assumptions (customise for your business):
- **Company size**: Mid to large B2B companies (50+ employees preferred)
- **Industry**: B2B SaaS, Technology, Enterprise
- **Budget capacity**: Funding, revenue, growth indicators
- **Decision maker**: Budget authority, appropriate seniority
- **Service alignment**: Match between request and capabilities

### Step 5: Opportunity Sizing
Estimate potential deal value:
- Conservative scenario (low volume, standard pricing)
- Optimistic scenario (high volume, premium pricing)
- Upsell opportunities
- Annual contract value range

## Output Format

### Token-Efficient Strategy
**IMPORTANT: Adjust output complexity based on lead quality to save tokens**

- **Excellent/Good Fit** → Full interactive HTML report with all sections
- **Caution/Poor Fit** → Simplified text summary OR basic HTML (no fancy interactions)

### Decision Logic
After initial research, assess the lead quality:

**IF Excellent/Good Fit (generate full HTML):**
- 100+ employees OR $5M+ revenue OR $2M+ funding
- B2B relevant industry
- Manager+ level contact
- Clear service match
- Verifiable information

**IF Poor Fit (generate simple output):**
- <20 employees AND <$500K revenue AND no funding
- Industry mismatch (B2C, retail, etc.)
- Cannot verify company/contact
- Wrong direction (selling TO you)
- Multiple red flags

**IF Caution (use judgment):**
- Some concerns but potential exists → Simple HTML
- Borderline fit → Simple HTML
- Missing critical data → Simple text summary

### Output Formats

### Required Sections

#### Format A: Full Interactive HTML (Excellent/Good Fit)
1. **Executive Summary** (6 metric cards)
   - Overall verdict (Excellent/Good/Caution/Poor fit)
   - Company size (employees)
   - Annual revenue
   - Funding raised
   - Response priority (Urgent/High/Medium/Low)
   - Deal potential ($ range)

2. **Tabbed Navigation**
   - 📊 Overview
   - 👤 Contact
   - 💼 Financials
   - ✅ Fit Analysis
   - 🎪 Opportunity
   - 🚀 Action Plan

3. **Overview Tab**
   - Company snapshot (name, HQ, founded, industry)
   - What they do
   - Market position
   - Key clients/users

4. **Contact Tab**
   - Contact verification table
   - Background information
   - Recent activity/content
   - Legitimacy score

5. **Financials Tab**
   - Funding timeline
   - Investor information
   - Revenue data
   - Budget capacity indicators
   - Estimated marketing budget

6. **Fit Analysis Tab**
   - Criteria assessment table
   - Service match analysis
   - Fit scores with progress bars

7. **Opportunity Tab**
   - Deal size estimation (conservative/optimistic)
   - Upsell potential
   - Success probability
   - Contract value projections

8. **Action Plan Tab**
   - Immediate actions checklist (24 hours)
   - Discovery call objectives
   - Questions to ask
   - Value propositions
   - Pricing strategy (DO/DON'T)
   - Risk assessment

9. **Bottom Line CTA Section**
   - Summary of why lead is/isn't priority
   - Action buttons (draft response, print, export)

10. **Contact Information**
    - Primary contact details
    - Company information
    - Lead source data

#### Format B: Simple HTML (Caution/Borderline Fit)
Generate a basic single-page HTML with:
- Header with company name and verdict
- Key metrics table (size, revenue, funding, verdict)
- Quick summary (2-3 paragraphs)
- Contact information
- Recommendation (pursue with caution / additional discovery needed)
- Basic styling with brand colors (no animations, tabs, or interactions)

#### Format C: Text Summary (Poor Fit / Not Qualified)
Generate a brief text response with:
```
LEAD QUALIFICATION SUMMARY

Company: [Name]
Contact: [Name, Title, Email]
Verdict: ❌ POOR FIT - Not Recommended

Key Findings:
• Company size: [X employees / $Y revenue]
• Industry: [Industry name]
• [2-3 key disqualifying factors]

Recommendation:
[Brief 1-2 sentence recommendation - e.g., "Polite decline - company size and budget capacity don't align with minimum engagement requirements"]

Research Notes:
• [Any relevant findings or red flags]
```

**No HTML file needed for Format C - just provide the text response directly.**

## Brand Guidelines

### Color Scheme (default — replace with your own)
```css
--yellow: #f3af00      /* CTAs, highlights, accents */
--blue: #207796        /* Headers, primary elements */
--light-blue: #dff3fa  /* Backgrounds, cards */
--charcoal: #201600    /* Text, dark elements */
--white: #ffffff       /* Backgrounds, contrast */
```

### Design Principles
- Clean, professional layout
- Visual hierarchy with clear sections
- Interactive elements (tabs, collapsibles, checkboxes)
- Animated progress bars
- Hover effects on cards
- Mobile-responsive grid
- Print-friendly version

### Interactive Elements Required
1. **Tabs** - Switch between main sections
2. **Collapsibles** - Expand/collapse detailed content
3. **Checkboxes** - Interactive action checklist
4. **Progress bars** - Animated score visualization
5. **Hover cards** - Lift effect on mouse over
6. **CTA buttons** - Draft email, print, export

## Qualification Criteria (customise thresholds for your business)

### Excellent Fit (Priority 1 - Urgent) → **Format A: Full Interactive HTML**
- 200+ employees OR $10M+ revenue OR $5M+ funding
- B2B SaaS/Technology/Enterprise
- Decision maker (Director+ level)
- Direct service match
- Warm inbound inquiry

### Good Fit (Priority 2 - High) → **Format A: Full Interactive HTML**
- 50-200 employees OR $2M-10M revenue
- Relevant industry
- Manager+ level contact
- Service alignment
- Reasonable budget indicators

### Proceed with Caution (Priority 3 - Medium) → **Format B: Simple HTML**
- 20-50 employees OR $500K-2M revenue
- Unclear budget capacity
- Junior contact level
- Partial service match
- Some unverified information

### Poor Fit (Priority 4 - Low/Decline) → **Format C: Text Summary Only**
- <20 employees AND <$500K revenue AND no funding
- Mismatched industry
- No budget indicators
- Wrong direction (they're selling to you)
- Unverifiable information
- Multiple red flags

## Red Flags to Watch For

### Company Red Flags
- Claimed valuation cannot be verified
- No online presence (website, LinkedIn)
- Inconsistent information across sources
- Currently hiring C-suite (CEO, CFO) - may be unstable
- Industry mismatch with services

### Contact Red Flags
- Email domain doesn't match company
- IP location doesn't match claimed location
- Cannot verify person exists
- Junior title for budget decision
- Generic or suspicious email content

### Request Red Flags
- They want to sell TO you (not buy FROM you)
- Vague service request
- Unrealistic timeline or budget hints
- Copy-paste outreach template
- No specific mention of your services

## Response Guidelines

### When Information is Limited
- State what you found clearly
- Note what you couldn't verify
- Recommend additional discovery questions
- Lower confidence in assessment

### When Red Flags Appear
- Document concerns objectively
- Don't make accusations
- Recommend verification steps
- Suggest polite decline or qualification questions

### When It's an Excellent Fit
- Emphasize urgency
- Provide specific next steps
- Include draft response suggestions
- Highlight key selling points

## Example Workflow

```
USER: [pastes email inquiry]

ASSISTANT:
1. Extract company domain and contact info
2. Search LinkedIn for company page → Get employee count
3. Quick assessment: Does this meet minimum criteria?
   
   IF clearly poor fit (e.g., <20 employees, no revenue data, wrong industry):
      → Skip detailed research
      → Generate Format C (text summary only)
      → Present quick verdict
   
   IF potential good/excellent fit:
      → Continue full research
      → Search Crunchbase/PitchBook → Get funding data
      → Search for revenue data → RocketReach, ZoomInfo
      → Verify contact on LinkedIn → Confirm title/role
      → Assess service match
      → Calculate deal size estimates
      → Generate Format A (full interactive HTML report)
      → Present file with brief summary
   
   IF borderline/caution:
      → Do moderate research (verify basics)
      → Generate Format B (simple HTML)
      → Present with qualification recommendation
```

## Research Tool Priority

### For Company Information
1. LinkedIn company page (employee count, description)
2. Company website (products, services, team)
3. Crunchbase/PitchBook (funding, valuation)
4. RocketReach/ZoomInfo (revenue, employee count)
5. Tracxn (funding, investors)
6. News articles (recent developments)

### For Contact Verification
1. LinkedIn profile (title, experience)
2. Company website team page
3. Blog/content authorship
4. ZoomInfo/RocketReach (contact details)

### Search Strategy
- Start with company domain for LinkedIn
- Use quotes for exact company name
- Try multiple funding databases if first returns nothing
- Cross-reference data from multiple sources
- Note when sources conflict

## Output File Naming
- Format: `{company_name}_lead_report.html`
- Example: `acme_lead_report.html`
- Use lowercase, replace spaces with underscores

## Critical Reminders

1. **Adjust complexity to lead quality** - Don't waste tokens on poor-fit leads
2. **Always research before judging** - But stop early if clearly unqualified
3. **Cross-verify important claims** - Especially funding/valuation
4. **Be objective** - Present facts, not opinions
5. **Include sources** - Note where data came from
6. **Flag uncertainties** - Be clear about confidence levels
7. **Prioritize user time** - Make it scannable and actionable
8. **Keep it professional** - Even for poor-fit leads
9. **Present the file** - Don't just describe it

## Success Metrics

A good lead qualification report should:
- ✅ Take less than 60 seconds to scan and understand verdict
- ✅ Provide verifiable data from reputable sources
- ✅ Include specific next steps and action items
- ✅ Have interactive elements that work smoothly
- ✅ Look professional and branded
- ✅ Be useful for both sales team and leadership
- ✅ Clearly communicate risk level and opportunity size

## Common Mistakes to Avoid

❌ **Don't:**
- Invent or guess company data
- Make judgments without research
- Include unverified valuations as fact
- Overcomplicate the output
- Forget to present the HTML file
- Make the report too long to be useful
- Skip contact verification

✅ **Do:**
- State when information cannot be verified
- Provide ranges instead of exact numbers when unsure
- Cross-reference multiple sources
- Keep executive summary concise
- Use progress bars for scores
- Include interactive checklists
- Make recommendations clear and actionable

## Template Structure

The HTML should follow this structure:
```html
<!DOCTYPE html>
<html>
<head>
    <title>Lead Qualification Report - [Company]</title>
    <style>
        /* Brand colors and styling */
    </style>
</head>
<body>
    <div class="container">
        <header><!-- Company name, date --></header>
        <div class="exec-summary"><!-- 6 metric cards --></div>
        <div class="content">
            <div class="tabs"><!-- Navigation --></div>
            <div id="overview" class="tab-content active">...</div>
            <div id="contact" class="tab-content">...</div>
            <div id="financials" class="tab-content">...</div>
            <div id="fit" class="tab-content">...</div>
            <div id="opportunity" class="tab-content">...</div>
            <div id="action" class="tab-content">...</div>
            <div class="cta-section"><!-- Bottom line --></div>
            <div class="section"><!-- Contact info --></div>
        </div>
    </div>
    <script>
        /* Interactive functionality */
    </script>
</body>
</html>
```

## Final Checklist

Before presenting the report, verify:
- [ ] All tabs work and switch properly
- [ ] Collapsible sections expand/collapse
- [ ] Checkboxes toggle on click
- [ ] Progress bars animate on load
- [ ] All colors match brand guidelines
- [ ] Mobile responsive layout works
- [ ] Print styles are included
- [ ] File is saved and presented to user
- [ ] Brief summary accompanies the file

## Skill Completion

After generating the report:

**For Format A (Full HTML):**
1. Present the HTML file
2. Provide 2-3 sentence summary of verdict
3. Highlight the most critical finding
4. Mention response priority level

**For Format B (Simple HTML):**
1. Present the HTML file
2. State the verdict clearly
3. Mention 1-2 key concerns or opportunities
4. Provide recommendation

**For Format C (Text Summary):**
1. Provide text summary directly (no file)
2. State verdict clearly
3. List 2-3 key disqualifying factors
4. Recommend polite decline or minimal engagement