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sales 5 min

How do I qualify a lead list before the first call?

Rank prospective customers against a requirement profile (ICP) before sales invests time.

What you need

Free, with sample data

Copy the "lead-qualifier" template into Claude or ChatGPT — no account needed.

Live, for real companies

Search companies by name, industry, location, or free text.

Set up MCP access

Steps

  1. 1

    Load the template

    Copy the lead-qualifier template from GitHub into a new Claude Project or a ChatGPT chat.

  2. 2

    State your ICP

    Describe your ideal customer profile, e.g. "profitable industrial mid-market companies with a solid equity ratio".

  3. 3

    Get the list ranked

    The assistant ranks each company High/Medium/Low and gives a 1–2 sentence reason.

  4. 4

    Start with the best fits

    You begin with the High matches instead of looking up every company one by one.

Example prompt

ICP: profitable B2B suppliers in industrial/mechanical engineering, family businesses preferred,
equity ratio above 30%, any German state.

Rank these companies: TRUMPF, Festo, Miele, Continental, Vorwerk, Henkel, Knorr-Bremse, Bosch.

Example output

CompanyRankingReason
TRUMPF SE + Co. KGHighFamily business, laser/manufacturing technology (B2B supplier), equity ratio 58.0% (2024).
Festo SE & Co. KGHighFamily business, automation technology (B2B supplier), equity ratio 53.4% (2023).
Miele & Cie. KGMediumSolid equity ratio (33.5%, 2023), but a consumer-goods maker rather than a B2B supplier.
Continental AGMediumRight industry (automotive supplier) and equity ratio (43.8%, 2020), but a global corporation, not mid-market.
Vorwerk SE & Co. KGLowFamily business, but direct-to-consumer (B2C) and equity ratio below target (26.8%, 2023).
Henkel AG & Co. KGaALowConsumer/industrial conglomerate with no supplier focus; size class doesn’t fit the mid-market target.
Knorr-Bremse AGLowRight industry, but equity ratio below target (25.0%, 2020) and a global corporation.

Not a fit (collected at the end): Robert Bosch GmbH — a global corporation with no mid-market metrics in the sample data.

Data source: real, publicly known trade-register facts from the Implisense skills sample data. Eight sample companies are a very small set — live, the search_companies MCP tool matches your ICP against all 2.5M German companies.

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