When to use this prompt
When building sales scripts for outbound or inbound outreach.
When qualifying leads to save time and focus on high-potential prospects.
When preparing sales discovery calls or demos.
When aligning sales conversations with product/service value propositions.
The prompt
Create a set of qualifying questions to embed in my scripts to determine if a prospect is a good fit for [Product/Service].
Include questions that assess:
Budget and purchasing authority
Business needs and pain points
Timeline for decision-making
Fit with product/service features or solutions
Variables to replace:
Real-life example of how to use this prompt
To start, let’s assume I’m a senior marketer at HubSpot. The prompt in the context of HubSpot would look like:
As you can see, this example demonstrates how the prompt helps craft questions that reveal a prospect’s fit, enabling sales teams to prioritize high-value leads efficiently.
Example output from ChatGPT for this prompt
And here's the output:
HubSpot Marketing Hub – Qualifying Questions
1. Budget & Purchasing Authority
Goal: Understand who is involved in the buying process and whether budget exists for Marketing Hub.
“How have you funded marketing tools like this in the past?”
“Do you already have a budget allocated for marketing automation or CRM tools this year?”
“Who, besides yourself, is typically involved in evaluating or approving new marketing software?”
“If you found a solution that solved the issues we've discussed, what would the approval process look like?”
“Are you currently using paid tools for email, automation, ads, or reporting? What are you spending today?”
2. Business Needs & Pain Points
Goal: Identify problems HubSpot can solve and confirm urgency.
“What prompted you to start exploring marketing automation or CRM tools right now?”
“What are your biggest challenges in generating leads or converting them to customers?”
“How confident are you in your current reporting or ability to measure marketing efficiency?”
“Which parts of your marketing process feel the most manual or time-consuming?”
“Are there opportunities you know you’re missing because of limitations in your current tools?”
“How important is it for you to connect your marketing, sales, and website activity in one place?”
3. Timeline for Decision-Making
Goal: Establish when they plan to act and whether your sales cycle aligns.
“What timeline are you working with to evaluate and implement a new solution?”
“Is there a specific event or deadline driving your interest—like a contract ending or a growth initiative?”
“If we determine HubSpot is a great fit, when would you ideally want to go live?”
“Are you comparing multiple platforms right now, and where are you in that process?”
4. Fit With Product / Solution Capabilities
Goal: Determine whether Marketing Hub’s features align with their requirements.
“Do you need automation for lead nurturing, segmentation, or personalized customer journeys?”
“How important is it for your marketing and sales data to live in a single unified CRM?”
“Are you looking for built-in tools for email marketing, ads tracking, landing pages, and reporting?”
“What integrations or systems do you need your marketing platform to work with?”
“Does your team require multi-touch attribution reporting or advanced analytics?”
“How many users will need access, and how tech-savvy is your team?”
Optional: Quick Qualification Summary Questions
You can use these near the end of the conversation to quickly confirm fit:
“Based on what we've discussed, do you feel HubSpot could support your goals around lead generation, automation, or reporting?”
“If HubSpot addressed your key challenges, would you be prepared to move forward within your timeline?”
“Do you feel confident that the investment in a platform like HubSpot aligns with your expected ROI?”
Or to be more specific:
Pro tips
Phrase questions conversationally to encourage honest responses.
Include open-ended questions for insights into pain points and priorities.
Prioritize questions that align with your ICP criteria.
Consider scoring answers to objectively rank lead quality.
