# lead-qualification

Research a prospect against your ideal customer profile, review company details and get a suggested next step. Use it for a single lead or a list.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · ★ 111
- Author: Cogny AI
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/cognyai/claude-code-marketing-skills/tree/HEAD/skills/lead-qualification/SKILL.md
- Updated: 2026-10-12
- HTML: https://affpapa.org/en/nevibecode/skills/cogny-ai-lead-qualification

## What it does

The skill starts by establishing an ideal customer profile, including factors such as industry, company size, region and buyer role. It then researches people and companies on the public web, assesses fit and prepares a recommended next step. For multiple leads, it also produces a comparison table. If you have not supplied a profile, it can draft one from a company website and ask you to confirm it before scoring.

With a Cogny workspace connected, the skill can check CRM records in HubSpot, Upsales or Pipedrive, plus company interaction with LinkedIn ads through Fibbler. These checks are read-only; the skill will not create or change CRM records. Pipedrive checks depend on finding an organization, and deal lookup uses its organization ID. Without Cogny, the research uses public sources, so CRM status and ad-engagement signals are out of scope.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/lead-qualification/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/lead-qualification/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/lead-qualification/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/lead-qualification/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install cognyai/claude-code-marketing-skills lead-qualification
```

2. **Manually: put the files in place**
- File: `.github/skills/lead-qualification/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/cognyai/claude-code-marketing-skills --path skills/lead-qualification
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/lead-qualification/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/cognyai/claude-code-marketing-skills/tree/HEAD/skills/lead-qualification/SKILL.md

## When to use it
- check a lead against an ideal customer profile
- research a contact’s role and company
- find an existing CRM contact or deal
- look for evidence of paid advertising activity
- compare several leads and choose a follow-up

## Example prompts
- Assess John Smith at john@company.com against our ideal customer profile.
- Research this lead list and recommend a next step for each person: [paste list].
- Check this company’s profile, CRM presence and signs of LinkedIn ad engagement.

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From the same set: [cognyai/claude-code-marketing-skills](https://affpapa.org/en/nevibecode/by/cognyai/claude-code-marketing-skills.md) — 38 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md