Back to Details

qualification

Compare original and translation side by side

🇺🇸

Original

English
🇨🇳

Translation

Chinese

Qualification Skill

资质判定Skill

Write the structured variables for AI prospect qualification. These variables feed any qualification step that scores or filters individual prospects against an ICP.
用于编写AI潜在客户资质判定的结构化变量。这些变量会供给所有基于ICP对单个潜在客户进行评分或筛选的资质判定环节。

Output Contract

输出规范

qualification.md
must follow a fixed structure so downstream campaign tooling can parse it reliably. Hard rules this skill must honor:
  • 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.
qualification.md
必须遵循固定结构，以便下游营销活动工具能够可靠解析。本Skill必须遵守的硬性规则：
  • 必须恰好包含三个二级标题（不区分大小写匹配）：
    ## Audience Description
    、
    ## Qualification Criteria
    、
    ## Disqualification Criteria
    。
  • 三个章节中至少有两个必须填写内容（非空）。少于两个会触发解析器硬性错误。
  • 文件中不得有其他二级标题——否则会被静默忽略。

Required Context

所需上下文

  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)
  1. 读取计划文件夹中的 
    plan.md
     —— 广义ICP定义
  2. 读取计划文件夹中的 
    search-strategy.md
     —— 已应用的搜索筛选条件。绝对不要在提示词中重复提及这些维度。
  3. 读取 
    {workspace}/research.md
     —— 客户概览、详细ICP信息、竞争对手信息（
    {workspace}
    = 客户营销活动工作区，默认为当前目录下的 
    ./cold-email/{slug}/
    ）

Core Principles

核心原则

  • 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.
See references/qualification-guide.md for detailed guidelines and examples.
  • 内容精简，信任AI —— 资质判定AI足够智能。只需用简洁平实的语言给出说明，让它自行推理即可。几句高信息量的表述远胜于详尽的规则手册。不要长篇罗列职位、行业或产品名称。
  • 绝不重复搜索筛选条件 —— 
    search-strategy.md
    已经限定了列表范围（员工规模、地域、职位、职级、行业）。不要重复提及任何相关内容——无论是在受众描述中，还是作为判定标准。如果筛选条件已经设置了员工规模范围，提示词中就不要再提员工规模。资质判定只负责筛选条件无法覆盖的内容。
  • 不要过度判定 —— 保持宽松。资质判定是安全网，而非精准过滤器。当数据不完整或存在歧义时，判定为合格。
  • 优先设置淘汰标准 —— 推荐仅使用audience_description加几条disqualification_criteria的组合。只有当存在值得确认的真实正向信号时，才添加qualification_criteria。
  • 始终排除竞争对手 —— 这是唯一一条永远值得加入的淘汰标准。
详见 references/qualification-guide.md 了解详细指南和示例。

Workflow

工作流程

Step 1: Load Context

步骤1：加载上下文

  • 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
  • 读取plan.md获取广义ICP定义
  • 读取search-strategy.md了解已筛选的内容
  • 读取客户上下文和调研资料，获取竞争对手信息和ICP的细微差异
  • 读取references/qualification-guide.md

Step 2: Write Qualification Variables

步骤2：编写资质判定变量

Keep the whole thing short. A sentence or two per section is plenty - the AI fills in the judgment.
Audience Description (always required):
  • One plain sentence on who we're targeting. 5-20 words.
  • No headcount, geography, title lists, or industries - those live in the filters.
Disqualification Criteria (strongly preferred):
  • 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.
Qualification Criteria (optional - usually skip):
  • Add only when there's a genuine positive signal worth confirming. Most campaigns don't need it.
整体保持精简。每个章节一两句话就足够——判断工作由AI完成。
Audience Description（受众描述）（必填）：
  • 用一句平实的话说明我们的目标受众。5-20个词。
  • 不要包含员工规模、地域、职位列表或行业——这些都在筛选条件里。
Disqualification Criteria（淘汰标准）（强烈建议添加）：
  • 几条筛选条件无法覆盖的二元性否决项（例如：竞争对手、错误的商业模式）。
  • 2-4行。始终包含竞争对手排除项。不要凑数。
Qualification Criteria（合格标准）（可选——通常跳过）：
  • 仅当存在值得确认的真实正向信号时才添加。大多数营销活动都不需要。

Step 3: Write qualification.md

步骤3：编写qualification.md

Keep it lean - short lines, no filter dimensions restated:
markdown
undefined
保持精简——行长短，不重复筛选维度：
markdown
undefined

Qualification Prompt

Qualification Prompt

Audience Description

Audience Description

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

Disqualification Criteria

Disqualification Criteria

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

Qualification Criteria

Qualification Criteria

(Optional - usually skip. Only add a real positive signal worth confirming.)
undefined
(Optional - usually skip. Only add a real positive signal worth confirming.)
undefined

Output Handling

输出处理

Workflow mode (plan folder provided):

工作流模式（提供计划文件夹时）：

  1. Write 
    qualification.md
    to the plan folder root
  2. Confirm: "Qualification prompt saved to {plan_folder}/qualification.md"
  1. 将 
    qualification.md
    写入计划文件夹根目录
  2. 确认提示："Qualification prompt saved to {plan_folder}/qualification.md"

Standalone mode:

独立模式：

  1. Return the output inline to the user
  1. 直接向用户返回输出内容

Variable Definitions

变量定义

The three structured fields used for qualification:
  • 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)
用于资质判定的三个结构化字段：
  • audience_description
    —— 目标受众的简短描述
  • disqualification_criteria
    —— 导致潜在客户被淘汰的条件（项目符号列表）
  • qualification_criteria
    —— 可选的潜在客户合格条件（项目符号列表）