
sales-qualification
Help users qualify sales leads effectively. Use when someone is wasting time on bad leads, struggling with low conversion rates, needs to build a qualification framework, or wants to improve their discovery process.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/refoundai/lenny-skills --skill sales-qualification- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads sales-qualification automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Sales Qualification
Help the user qualify sales leads effectively using frameworks from 1 product leader.
How to Help
When the user asks for help with sales qualification:
- Understand current process - Ask how they currently decide which leads to pursue
- Identify disqualification criteria - Help them define what makes a lead NOT worth pursuing
- Design discovery questions - Create questions that efficiently reveal fit
- Build a qualification framework - Help them systematize qualification decisions
Core Principles
Most sales problems are qualification problems
Jen Abel: "It's qualification. Qualification because if you spend your time on the wrong leads, that equates to a zero." If conversion rates are low, the issue is often pursuing leads that were never going to close rather than poor sales execution.
"No" is a successful outcome
Jen Abel: "I am a qualification crazy person. I will not get in on another call with someone because on the first call it's either a yes or a no, there's no in between." The goal of early calls is to determine fit, not to convince. A clear "no" saves time that can be spent on better leads.
Disqualify aggressively
The best salespeople are rigorous about disqualification. They'd rather pursue fewer, better-qualified opportunities than spread themselves thin across mediocre leads.
First call should determine fit
If a lead requires multiple calls before you can determine whether they're a fit, your discovery process is too slow. Qualification should happen early and decisively.
Time is the scarcest resource
Every hour spent on a bad lead is an hour not spent on a good one. The math of sales productivity favors aggressive filtering.
Questions to Help Users
- "What percentage of your pipeline actually closes? Is the problem quality or execution?"
- "What are the characteristics of your best customers? How quickly can you identify those traits?"
- "What questions do you ask in discovery that reveal whether a lead is qualified?"
- "When was the last time you disqualified a lead on the first call?"
- "What would need to be true for you to walk away from a lead earlier?"
Common Mistakes to Flag
- Pursuing all inbound - Treating every lead as equally worthy of time
- Slow qualification - Taking multiple calls to determine what could be known in one
- Hope selling - Continuing to pursue leads you know aren't a fit because the pipeline looks thin
- No disqualification criteria - Not having explicit reasons to say no
- Confusing activity with progress - Measuring calls made rather than qualified opportunities created
Deep Dive
For all 2 insights from 1 guest, see references/guest-insights.md
Related Skills
- product-led-sales
- sales-compensation
- pricing-strategy
FAQ
What does the sales-qualification skill do?
Help users qualify sales leads effectively. Use when someone is wasting time on bad leads, struggling with low conversion rates, needs to build a qualification framework, or wants to improve their discovery process.
How do I install sales-qualification?
Run npx skills add https://github.com/refoundai/lenny-skills --skill sales-qualification in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/sales-qualification/ (personal) or .claude/skills/sales-qualification/ (project).
Which AI agents can use sales-qualification?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is sales-qualification safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains sales-qualification?
It is published by refoundai in refoundai/lenny-skills. It has 1,949 recorded installs.
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