Bad lead routing is invisible until it costs you pipeline — the rep gets a lead, decides it's not worth following up on, and the opportunity dies with no signal back to marketing. This stack catches routing problems before they compound. Enrich inbound leads with Clearbit at the point of form submission, run the enriched records through a bad lead pattern detection prompt that identifies signals historically associated with disqualification, and route only the leads that clear the threshold into Salesforce for sales follow-up. Everything else goes to nurture or suppression — automatically.
The Stack
The Prompt
This stack is built around the Bad Lead Pattern Detection Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.
You are a B2B demand generation analyst identifying disqualification patterns in inbound lead data. Review the enriched lead records and historical disqualification data provided below. Identify the company sizes, job titles, industries, and lead sources most associated with disqualified leads. For each lead in the current batch, check against the disqualification pattern library. Flag leads that match known bad patterns with the specific signal and recommended routing action: Route to Sales, Route to Nurture, or Suppress. Output a structured routing decision for each lead with the disqualification rationale attached.[ ... continued — see full prompt ]
The Workflow
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Enrich leads at form submission
Set up Clearbit Enrichment to fire on new form submissions in HubSpot or Marketo — pulling company size, industry, revenue range, tech stack, and contact seniority within seconds of the lead coming in.
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Compile the disqualification pattern library
Pull the past 6 months of disqualified leads from Salesforce and identify the patterns: job titles, company sizes, industries, and lead sources that consistently produce non-converting leads.
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Run the routing detection prompt
Paste the enriched lead record and your disqualification pattern library into the Bad Lead Pattern Detection prompt. Claude flags leads that match bad patterns and assigns a routing decision with rationale.
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Execute the routing decision
Route Sales-flagged leads to Salesforce with the enrichment data and ICP context attached. Route Nurture-flagged leads to the appropriate HubSpot or Marketo sequence. Suppress flagged leads from any sales queue.
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Alert sales on high-quality routes
For leads routed to Salesforce, send a Slack alert to the assigned rep with the enrichment summary and ICP fit context — so the first touchpoint is informed, not cold.
What This Replaces
- Reps manually deciding which inbound leads are worth following up on, with no consistent criteria
- MQL definitions that treat every form fill equally regardless of company fit or contact seniority
- Disqualification feedback that never makes it back to marketing because the rep just moves on
Related Stacks
New stacks drop weekly.
Each one includes the tools, the Claude prompt, and the workflow logic. Free — built for in-house B2B demand gen managers.