{
  "slug": "scoring-schema",
  "category": "skill",
  "name": "The Scoring Framework",
  "domaene": "Vertrieb & Outreach",
  "typTags": [
    "analytisch",
    "strukturierend"
  ],
  "teaser": "Scores incoming leads against your ICP criteria, assigns a traceable score with a confidence rating, prioritizes them into Hot, Warm and Disqualified, and delivers first-outreach drafts for the top leads.",
  "hat": {
    "schritte": true,
    "beispiel_szenario": true,
    "ausgabebeispiel": false,
    "konfiguration": false,
    "betrieb": false,
    "arbeitsprompts": false,
    "einrichtung": true,
    "umsetzung": true,
    "export": false,
    "staerken": false,
    "ki_funktionen": false,
    "einschraenkungen": false,
    "weniger_geeignet_fuer": false
  },
  "sections": [
    {
      "id": "description",
      "title": "Description",
      "html": "<p>Not every lead is worth the same, but without systematic scoring, sales time often goes to the wrong contacts. This skill scores incoming leads against your ICP criteria, assigns a traceable point system, and delivers a prioritization, complemented by first-outreach drafts for the top leads.</p>\n<p>The difference from a generic scoring tool: every score gets its own confidence rating. If only the name and company are available for a lead, the result is classified conservatively, instead of faking a number that suggests more certainty than actually exists. The skill is built for sales and leadership, particularly at higher lead volumes or when several people work on leads, for example following an existing ICP definition or within an ongoing sales workstream.</p>\n<p>What the skill deliberately cannot do: research or replace missing facts. It scores what you give it, and flags gaps instead of filling them. Whether a lead actually converts remains a sales decision, not a guarantee of the scoring.</p>\n"
    },
    {
      "id": "skill-text",
      "title": "Skill Text",
      "html": "<p>Copy the prompt below in full into your AI tool. As a file: <a href=\"/ai-library/scoring-schema.en.json\">scoring-schema.en.json</a></p>\n"
    }
  ],
  "schritte": [
    {
      "nr": 1,
      "titel": "Submit leads",
      "beschreibung": "The lead list with name, company and source is provided, supplemented with optional details such as contact data or engagement history.",
      "rolle": "mensch"
    },
    {
      "nr": 2,
      "titel": "Capture and score leads",
      "beschreibung": "Each lead is scored against the ICP criteria, receives a score with a confidence rating, and is classified into Hot, Warm or Disqualified.",
      "rolle": "automatisch"
    },
    {
      "nr": 3,
      "titel": "Draft first outreach",
      "beschreibung": "Personalized outreach drafts with a concrete reference to the respective interest are created for the top leads.",
      "rolle": "automatisch"
    },
    {
      "nr": 4,
      "titel": "Receive the lead report",
      "beschreibung": "The scoring overview, short profiles of the top leads, the outreach drafts, and recommended next steps are ready.",
      "rolle": "ergebnis"
    }
  ],
  "herausgeber": "Voyage Digital",
  "version": "2.0",
  "stand": "2026-07-26",
  "umsetzung": [
    {
      "titel": "Define ICP criteria",
      "text": "If no ICP definition exists yet, the target criteria for company size, industry and region are established first."
    },
    {
      "titel": "Set up the skill",
      "text": "The skill text is copied and the placeholders are filled in with the relevant details."
    },
    {
      "titel": "Qualify the first lead batch",
      "text": "The current leads are added and a first run is started."
    },
    {
      "titel": "Review the results",
      "text": "The scoring is compared against the sales team's own assessment."
    },
    {
      "titel": "Refine the scoring",
      "text": "Criteria and weighting are adjusted based on practical experience."
    }
  ],
  "zutaten": [
    "Lead list",
    "Name and company",
    "Lead source",
    "Engagement signals"
  ],
  "beispielSzenario": "Over the weekend, twelve new leads came in through the website. Instead of researching each one individually, the lead list is handed to the skill. It scores each lead against the stored ICP, for example B2B, at least 50 employees, DACH region, and interest in AI, sorts them by priority, and delivers a personalized outreach draft for each of the three most important leads.",
  "eingaben": [
    {
      "feld": "Lead list",
      "pflicht": true
    },
    {
      "feld": "Lead source",
      "pflicht": true
    },
    {
      "feld": "Email address and further contact details",
      "pflicht": false
    },
    {
      "feld": "Requested information or discernible interest",
      "pflicht": false
    },
    {
      "feld": "Company size, industry, website",
      "pflicht": false
    },
    {
      "feld": "Engagement history",
      "pflicht": false
    }
  ],
  "ausgabe": "A scoring overview with score, confidence and ranking per lead, a transparent presentation of the scoring criteria, short profiles of the top leads with rationale, personalized first-outreach drafts, a separate list of leads for further qualification, and a list of clear disqualifications, each with recommended next steps.",
  "prompt": "# DESCRIPTION\nYou score incoming leads against the stored ICP criteria, assign a traceable score, prioritize the leads, and formulate personalized first-outreach drafts for the top leads. Each score additionally receives a confidence rating that shows how reliable the classification is given the current data. Address the user in a professional manner throughout.\n\n# INPUT\n- Lead list: name, company, role if available (required)\n- Lead source, for example website, event, referral (required)\n- Email address and further contact details (optional)\n- Requested information or discernible interest (optional)\n- Company size, industry, website (optional)\n- Engagement history, for example downloads, webinar attendance (optional)\n\n# OUTPUT\n- Format: scored lead report\n- Structure:\n  1. Scoring overview: all leads with score, confidence and ranking\n  2. Scoring criteria: transparent presentation of how the assessment was made\n  3. Top leads detail: top three to five with short profile and rationale\n  4. First-outreach drafts for the top leads\n  5. Leads for further qualification: potential recognizable, but information missing\n  6. Leads for disqualification: do not fit the ICP\n  7. Recommended next steps per category\n\n# CONTEXT\n- Global placeholders: COMPANY, INDUSTRY, TARGET AUDIENCE\n- Skill-specific: ICP criteria, products and services, tone of voice, sales stages\n- Domain knowledge: lead management, ICP scoring, inbound sales\n- Constraint: The scoring is based exclusively on available information. If data on a criterion is missing, the lead receives a lower confidence value for it instead of a guessed assessment. Missing information is explicitly flagged in the report as a data gap, not silently filled in or assumed.\n\n# WORKING INSTRUCTIONS\n\n## Step 1: Capture and enrich leads\nStructure all leads, gather available information, and identify data gaps.\n- Rule: detect and merge duplicates\n- Rule: record for each lead which required fields and which optional fields are present\n\n## Step 2: Perform ICP scoring\nScore each lead individually against the ICP criteria.\n- Rule: use a clear point system, 0 to 100 or A to D\n- Rule: score each criterion separately, not just an overall impression\n- Rule: always report the total score together with a confidence level\n- No-go: assigning a high score to mask missing data\n\n## Step 3: Prioritize and categorize\nClassify leads into three categories.\n- Hot: score above 70 percent and sufficient data basis\n- Warm: score between 40 and 70 percent, or a high score with a thin data basis\n- Disqualified: score below 40 percent and clearly outside the ICP\n\n## Step 4: Create first-outreach drafts\nFormulate personalized outreach for the top leads.\n- Rule: concrete reference to the specific interest or the source of the lead\n- Rule: maximum five sentences per draft\n- Rule: one clear call-to-action per draft\n\n## Step 5: Quality check\nCheck the finished report against the definition of done before you output it.\n\n# DEFINITION OF DONE\n[ ] all leads captured and given a score plus a confidence rating\n[ ] scoring criteria documented transparently\n[ ] leads classified into three categories: Hot, Warm, Disqualified\n[ ] top three to five leads with short profile and rationale\n[ ] personalized first-outreach drafts for the top leads\n[ ] missing data flagged as a data gap, not guessed\n[ ] recommended next steps per category\n[ ] no discrimination and no unsubstantiated assessments\n\n# CONVERSATION START\nHello, let's qualify and prioritize your new leads. Please provide me with:\n1. Leads: name, company, role if available, industry, size\n2. Source: where the leads come from, for example website, event, referral\n3. Optional: what was requested or clicked\nI will create a scoring with confidence rating, a prioritization, and first-outreach drafts for the top leads.",
  "einrichtung": {
    "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.",
    "plattformen": [
      {
        "plattform": "ChatGPT",
        "anbieter": "OpenAI",
        "schritte": [
          "Copy the skill text above using the copy button.",
          "Click your profile picture and select \"Skills\".",
          "Click \"Create skill\" and paste the copied text as the instruction.",
          "Adjust inputs, outputs and format where your case requires it.",
          "Save the skill. It is available in all chats from that point on."
        ],
        "doku": {
          "label": {
            "de": "OpenAI Dokumentation: Skills in ChatGPT",
            "en": "OpenAI documentation: Skills in ChatGPT"
          },
          "url": "https://help.openai.com/de-de/articles/20001066-skills-in-chatgpt"
        }
      },
      {
        "plattform": "Claude",
        "anbieter": "Anthropic",
        "schritte": [
          "Copy the skill text above using the copy button.",
          "Open claude.ai and go to \"Skills\" in your profile.",
          "Create a new skill and paste the copied text as the instruction.",
          "The skill works in claude.ai, in Claude Code and through the API.",
          "Available on the Pro, Max, Team and Enterprise plans."
        ],
        "doku": {
          "label": {
            "de": "Anthropic Dokumentation: Benutzerdefinierte Skills erstellen",
            "en": "Anthropic documentation: Creating custom skills"
          },
          "url": "https://support.claude.com/de/articles/12512198-benutzerdefinierte-skills-erstellen"
        }
      },
      {
        "plattform": "Copilot Studio",
        "anbieter": "Microsoft",
        "schritte": [
          "Copy the skill text above using the copy button.",
          "Open Copilot Studio and create a new agent.",
          "Paste the copied text as the instruction.",
          "Connect knowledge sources and tools where needed.",
          "Publish the agent for yourself or for your organisation."
        ],
        "doku": {
          "label": {
            "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen",
            "en": "Microsoft documentation: Create and deploy an agent"
          },
          "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started"
        }
      },
      {
        "plattform": "Langdock",
        "anbieter": null,
        "schritte": [
          "Copy the skill text above using the copy button.",
          "Open the sidebar and click \"Add skill\".",
          "Paste the copied text directly as the instruction.",
          "Connect the skill to integrations such as Gmail or Slack where needed.",
          "Save the skill and release it for yourself or your team."
        ],
        "doku": {
          "label": {
            "de": "Langdock Dokumentation: Skills",
            "en": "Langdock documentation: Skills"
          },
          "url": "https://docs.langdock.com/de/product/chat/skills"
        }
      }
    ]
  },
  "itemIcon": "star",
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}