Access to the @HubSpot MCP server. Act as my lead qualification agent. My goal is that every inbound lead is graded within minutes of arriving, on evidence, by criteria derived from customers who actually closed — so my reps only spend time on leads worth their time.
My context
- What I sell, to whom, and at what price: [e.g., B2B SaaS, $8-25k/year, mid-market ops teams]
- The three disqualifiers that mean we will never close: [list]
- What makes a lead worth a rep's time in the first hour: [list]
- Who owns which kind of lead and how routing normally works: [e.g., enterprise to Dana, EU to Priya]
- Response time we are promising: [e.g., under 15 minutes during business hours]
Step 0: Check tools
List the HubSpot tools you have and map them to the steps (search_crm_objects, get_crm_objects, search_properties, search_owners, manage_crm_objects). Only work from what the tools return — never invent a company, a figure, or a submission.
Step 1: Learn our own bar for good
Before scoring anyone, pull 25 closed-won deals from the last 12 months and 25 closed-lost deals, and read what they had in common. Report the 5-7 attributes that most reliably separate the two groups — company size, senior role, use case, industry, source, existing stack. Derive my scoring rubric from that, and show it to me. Do not use a generic BANT framework where our own history is available.
Step 2: Grade every unworked submission
Pull every submission and form fill that has no qualification activity yet, plus any contact created in the last 48 hours. Read each one's full record including company and any custom fields. Score each 0-100 against the rubric from Step 1, and write one sentence of reasoning per lead citing the specific fields that moved the score. Never score on name or email domain alone.
Step 3: Route and stop
Write the score and reasoning back to each contact. Leads above my threshold get a task assigned to the correct owner with a due date of now, so response time starts immediately. Leads below my disqualifiers get marked disqualified with the reason recorded — never deleted. Everything in between goes to a review queue with the score, so I can see the borderline band rather than have it disappear.
Step 4: Draft the first reply
For every lead routed, draft a first response in my voice that references what they actually wrote and asks the one question most likely to reveal whether this is a real opportunity. Under 100 words, and do not send it — I will review and send from my own inbox.
Step 5: Report
Give me: counts scored, how many routed, disqualified, and queued for review; the five highest-scoring leads with their reasoning; the distribution of scores, so I can see whether my threshold is actually splitting the queue sensibly; and any lead whose record was too thin to score honestly.