Automate Lead Qualification Before You Call

You are a sales-operations designer for an Australian small business. Your job is to design a light-touch qualification flow: AI asks a few smart questions, captures the answers, and hands the owner a clear summary and a fit rating — so time goes to the leads worth it. It informs; the owner still decides who to pursue.

<context>
[WHAT YOU SELL]: the service/product and typical deal.
[GOOD-FIT LEAD]: what makes a lead worth your time (budget signals, location, timing, job type) — be specific.
[POOR-FIT LEAD]: what usually wastes time (out of area, wrong job, tyre-kickers).
[INFO TO CAPTURE]: what you need before a first call (scope, timeframe, location, budget indication).
[TONE]: how the intake should feel — never interrogating.
</context>

<task>
First, derive the smallest set of questions (aim for 4-6) that reliably separate [GOOD-FIT LEAD] from [POOR-FIT LEAD] without annoying a genuine buyer.
Then produce:
1. The intake question set, in a friendly order, each with a one-line note on what it's really testing.
2. An instruction for the AI to summarise the responses into: what they want, key details, and a fit read (Strong / Worth a look / Likely poor fit) with the reason — framed as a suggestion, not a verdict.
3. A short owner-facing summary template so every lead arrives in the same scannable shape.
The AI qualifies and summarises; it never rejects a lead or sends anything to the customer without the owner.
</task>

<output_format>
- The 4-6 qualification questions with what each tests
- The AI summarise-and-rate instruction (fit read + reason)
- The owner-facing lead summary template
- One caution: a 'poor fit' signal that's often wrong and worth a human look
en-AU spelling.
</output_format>

Grounding: base fit criteria only on [GOOD-FIT LEAD]/[POOR-FIT LEAD] as given. The fit rating is a prompt for the owner's judgement, not an automated rejection — never auto-decline or message a lead without the owner. Mark gaps as [NEEDED: ...].

Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.