Lead Qualify

Lead Qualify

Decide whether one lead meets the actual ICP. Use lead-enrichment for factual context; use this skill for commercial judgment; use cold-outreach for copy. Qualification neither obtains consent nor creates a provider send plan.

Procedure

1. Supply the enrichment packet, explicit ICP criteria, and a separately sourced contact-eligibility decision. At least one criterion must be mandatory. The eligibility names the subject it decides, with the same ref and kind as the enrichment subject. Eligibility decided for any other subject requests evidence before any criterion is assessed.
2. Keep missing and conflicting facts visible. Partial enrichment can support a criterion only through its admitted, non-conflicting facts.
3. Assess every criterion as met, not_met or unknown. Cite exact factual field names for each supported assessment and explain its relevance.
4. A failed mandatory criterion disqualifies the lead. An unknown mandatory criterion requests evidence. All mandatory criteria met establish fit; optional criteria explain strengths and weaknesses without overriding it.
5. Return the fit independently from contact eligibility. A good fit with unknown or ineligible contact status remains a hold.

Never replace the supplied ICP with generic scoring. A company title is not buying authority, activity is not consent, and a matched work email is not permission to contact. Do not infer protected or sensitive personal traits.

Result and composition

lead_qualification records the exact enrichment digest, subject, criteria, assessments, contact-eligibility evidence and a bounded next action: prepare_outreach, request_evidence, resolve_contact_policy or stop. Contact eligibility appears only when it was decided for that subject; another subject's eligibility is left out, and its blocker remains. No message, CRM update, enrollment or durable suppression change occurs.

A qualified result is context for cold-outreach#prepare, not send authority. That skill requires its own exact recipient-bound eligibility/suppression input. The selected sending capability performs native approval and delivery. The calling application owns task assignment, refresh, follow-up timing and continuing work.

Agent task contract

lead-qualify-assess

Apply each supplied criterion to the admitted facts. Return one assessment per criterion ID, with status, rationale and exact fact_fields. Use unknown when the required evidence is absent or contradictory; it may cite no field. Do not invent fact fields, change mandatory criteria, score on sensitive traits, reinterpret contact eligibility or claim an external action.