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Lead Qualification Brief

A qualified lead, a recorded mismatch, or a hold with unknowns visible

Live Playbook outputs appear as definitions when a recipe already names a target artifact. The cash-flow loop is a worked example of definition, instance, workflow, and history. This site does not post to a ledger or auto-reconcile.

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Live recipe outputDefinitionRecordSales · Event-driven · Proposed

Definition mapped from a published Playbook recipe that already names this output. There is no live instance ledger on this site.

What
Definition · Record
Why
A qualified lead, a recorded mismatch, or a hold with unknowns visible
From
Qualify a Lead
Owner
Accountable sales owner
When
Event-driven · No instance due on this site
Drives
Decide whether a possible buyer deserves scarce sales attention.

Read

This page is the definition. No instance is published on this site.

Change

Publish and merge stay with Wik. Controls below name review and approval; this site does not edit live ledgers.

Purpose / beneficiary
A qualified lead, a recorded mismatch, or a hold with unknowns visible For Possible buyer and accountable seller.
Decision supported
Decide whether a possible buyer deserves scarce sales attention.
Owner / authority
Accountable sales owner · Agent-assisted
Current status
Proposed
Latest instance
None on this site.
Next event
No instance due on this site

Update policy

Cadence
Event-driven
Freshness / next event
No instance due on this site
Reviewer
Accountable sales owner
Approver
Same as owner unless named
Event triggers
A customer signal arrives
Publish rule
Agent-assisted draft; human judgment still gates publish.

Open create-workflow: Qualify a Lead

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