ModelRefs / Prospect Qualification — Canonical Workflow
Prospect Qualification — Canonical Workflow
Prospect Qualification: provisional AI workflow implementation reference with candidate models, providers, tools, and architecture.
Overview
Prospect qualification applies a reasoning model to inbound lead records, scoring each against ideal-customer-profile dimensions such as company size, tech stack, buying authority and urgency signals. The model produces a structured scorecard with a verdict and per-criterion explanation, so reps can triage instantly and managers can audit decisions. Disqualified leads receive a hold reason; qualified leads are enriched with suggested talk tracks and routed to the assigned rep with an auto-brief on why they fit.
Implementation profile
| Category | reasoning-models |
|---|---|
| Implementation maturity | production |
| Evidence status | incomplete |
| Primary use cases | reasoning, extraction |
| Deployment options | managed-api, hybrid |
| Architectures | serverless-api, managed-container, hybrid-private-cloud |
Candidate models with published references
- BGE-M3
- GPT-5
- GPT-5 Mini
- Claude Opus 4
- Llama 4 Scout
- DeepSeek R1
- Mistral Large 2
- Command R+
- o3
- o4 Mini
- Text Embedding 3 Large
- Claude Sonnet 4
Coverage means the model is a candidate worth evaluating for this workflow, not a ranking or a recommendation. Models whose reference pages are still in review are omitted.
Benchmarks relevant to this workflow
miracl, mkqa, mldr, swe-bench, aider-polyglot, gpqa, aime-2025, tau-bench, browsecomp-long-context, longfact-concepts, terminal-bench, mmmu, mmlu-pro, livecodebench.
Relevance is a coverage signal from the canonical registry. Each benchmark only describes its own protocol and date, so confirm the harness matches your workload before treating a score as evidence.
Continue your research
Use these connected ModelRefs sections to compare alternatives, inspect implementation paths, and review the evidence and governance boundaries relevant to Prospect Qualification — Canonical Workflow.