Prompt Engineering for Automated Lead Scoring
The Problem
Traditional lead scoring relies on rigid point-based rules. A form fill gets 10 points, a page visit gets 5. But these rules miss nuance — the intent behind actions, the quality of engagement, the context of behavior patterns.
Our Approach
We designed a prompt engineering framework that feeds behavioral data to Claude for contextual lead scoring. The system considers:
- Engagement patterns over time
- Content topics consumed
- Firmographic data alignment
- Behavioral velocity (acceleration in engagement)
Results
The AI-powered scoring model demonstrated significant improvements in lead quality identification compared to the legacy rule-based system, with particular gains in identifying high-intent leads earlier in the funnel.
Lessons Learned
- Context windows matter — Feeding too much history dilutes recent signals
- Prompt structure is critical — Structured output formats improve consistency
- Human oversight remains essential — AI scores should augment, not replace, sales judgment