Qualification Skill

Output Contract

qualification.md

• Exactly three H2 headings (case-insensitive match):

  ## Audience Description

  ,

  ## Qualification Criteria

  ,

  ## Disqualification Criteria

  .
• At least 2 of 3 sections must be populated (non-empty). Fewer is a hard parser error.
• No other H2 headings in the file - they'd be silently ignored.

Required Context

1. Read

   plan.md

   from the plan folder - Broad ICP definition
2. Read

   search-strategy.md

   from the plan folder - Search filters already applied. Never restate any of these dimensions in the prompt.
3. Read

   {workspace}/research.md

   - Client overview, detailed ICP info, competitors (

   {workspace}

   = the client campaign workspace, default

   ./cold-email/{slug}/

   under the current directory)

Core Principles

• Write short, trust the AI - The qualification AI is smart. Give it a brief, plain-language brief and let it reason. A few high-signal lines beat an exhaustive rulebook. No long enumerations of titles, industries, or product names.
• Never repeat the search filters -

  search-strategy.md

  already bounds the list (headcount, geography, titles, seniority, industries). Do NOT restate any of it - not in the audience description, not as a criterion. If the filter sets a headcount range, the prompt says nothing about headcount. Qualification only catches what the filters can't see.
• Don't over-qualify - Keep it loose. Qualification is a safety net, not a precision filter. When data is incomplete or ambiguous, qualify.
• Disqualification over qualification - Prefer audience_description + a few disqualification_criteria only. Add qualification_criteria only when there's a real positive signal worth confirming.
• Always exclude competitors - The one disqualifier that's always worth including.

Workflow

Step 1: Load Context

• Read plan.md for the broad ICP
• Read search-strategy.md for what's already filtered
• Read client context and research for competitor info and ICP nuances
• Read references/qualification-guide.md

Step 2: Write Qualification Variables

• One plain sentence on who we're targeting. 5-20 words.
• No headcount, geography, title lists, or industries - those live in the filters.

• A few binary deal-breakers the filters can't see (e.g. competitor, wrong business model).
• 2-4 lines. Always include competitor exclusion. Don't pad the list.

• Add only when there's a genuine positive signal worth confirming. Most campaigns don't need it.

Step 3: Write qualification.md

# Qualification Prompt

## Audience Description
[One plain sentence on who we're targeting. No headcount, geography, titles, or industries.]

## Disqualification Criteria
- [Competitor exclusion]
- [One or two more deal-breakers the filters can't catch, e.g. B2C model, agency/consultancy]

## Qualification Criteria
(Optional - usually skip. Only add a real positive signal worth confirming.)

Output Handling

Workflow mode (plan folder provided):

1. Write

   qualification.md

   to the plan folder root
2. Confirm: "Qualification prompt saved to {plan_folder}/qualification.md"

Standalone mode:

1. Return the output inline to the user

Variable Definitions

• audience_description

  - short description of who the target audience is

• disqualification_criteria

  - conditions that disqualify a prospect (bullet points)

• qualification_criteria

  - optional conditions that qualify a prospect (bullet points)