Workshop evidence
Sales Qualification Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
SQ-01 |
Lead Qualification SummaryTop 3 Hot LeadsHot (80+)Evidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
SQ-02 |
BANT AnalysisStrongest Engagement Signals$200KEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
SQ-03 |
Personalized OutreachDraft Sequence CadenceConnecting 12 data sources in weeksEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
SQ-04 |
Recommended Lead RoutingHandoff Package$470KEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
SQ-05 |
Draft SLA Tracking PlanTargets$800K pipelineEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
SQ-06 |
Qualification Report$1.25MAction planEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | Sales Qualification Pilot; Draft; sales-qualification-setup-tracking; sales-qualification-bant-analysis; sales-qualification-create-outreach; sales-qualification-score-leads; sales-qualification-qualification-report; aibast_sales-qualification-synthetic-records.md; aibast_sales-qualification-operating-rules.md | solutions/sales-qualification/screenshots/assisted/annotated/01-review-build.png |
easy-sq-01 |
easy | Lead Qualification Summary; Top 3 Hot Leads; Hot (80+); Evidence boundary | solutions/sales-qualification/screenshots/assisted/annotated/02-sq-01.png |
easy-sq-02 |
easy | BANT Analysis; Evidence boundary; Strongest Engagement Signals; $200K | solutions/sales-qualification/screenshots/assisted/annotated/03-sq-02.png |
easy-sq-03 |
easy | Connecting 12 data sources in weeks; Draft Sequence Cadence; Personalized Outreach; Evidence boundary | solutions/sales-qualification/screenshots/assisted/annotated/04-sq-03.png |
easy-sq-04 |
easy | Recommended Lead Routing; $470K; Handoff Package; Evidence boundary | solutions/sales-qualification/screenshots/assisted/annotated/05-sq-04.png |
easy-sq-05 |
easy | Draft SLA Tracking Plan; Targets; $800K pipeline; Evidence boundary | solutions/sales-qualification/screenshots/assisted/annotated/06-sq-05.png |
easy-sq-06 |
easy | Qualification Report; Evidence boundary; $1.25M; Action plan | solutions/sales-qualification/screenshots/assisted/annotated/07-sq-06.png |
easy-confirm-draft |
easy | Sales Qualification Pilot | solutions/sales-qualification/screenshots/assisted/annotated/08-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/sales-qualification/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Sales Qualification Manual | solutions/sales-qualification/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Sales Qualification Agent — Global Instructions | solutions/sales-qualification/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/sales-qualification/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/sales-qualification/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_sales-qualification-operating-rules.md | solutions/sales-qualification/screenshots/manual/annotated/06-add-aibast-sales-qualification-operating-rules.png |
hard-step-07 |
hard | aibast_sales-qualification-synthetic-records.md | solutions/sales-qualification/screenshots/manual/annotated/07-add-aibast-sales-qualification-synthetic-records.png |
hard-step-08 |
hard | sales-qualification-assign-leads | solutions/sales-qualification/screenshots/manual/annotated/08-add-assign-leads.png |
hard-step-09 |
hard | sales-qualification-bant-analysis | solutions/sales-qualification/screenshots/manual/annotated/09-add-bant-analysis.png |
hard-step-10 |
hard | sales-qualification-create-outreach | solutions/sales-qualification/screenshots/manual/annotated/10-add-create-outreach.png |
hard-step-11 |
hard | sales-qualification-qualification-report | solutions/sales-qualification/screenshots/manual/annotated/11-add-qualification-report.png |
hard-step-12 |
hard | sales-qualification-score-leads | solutions/sales-qualification/screenshots/manual/annotated/12-add-score-leads.png |
hard-step-13 |
hard | sales-qualification-setup-tracking | solutions/sales-qualification/screenshots/manual/annotated/13-add-setup-tracking.png |
hard-step-14 |
hard | Claude Opus 5; sales-qualification-setup-tracking; sales-qualification-score-leads; sales-qualification-qualification-report; sales-qualification-create-outreach; sales-qualification-bant-analysis; aibast_sales-qualification-synthetic-records.md; aibast_sales-qualification-operating-rules.md | solutions/sales-qualification/screenshots/manual/annotated/14-review-inventory.png |
hard-step-15 |
hard | sales-qualification-setup-tracking; sales-qualification-score-leads; sales-qualification-qualification-report; sales-qualification-create-outreach; sales-qualification-bant-analysis | solutions/sales-qualification/screenshots/manual/annotated/15-review-skills.png |
hard-step-16 |
hard | sales-qualification-score-leads; sales-qualification-qualification-report; sales-qualification-create-outreach; sales-qualification-bant-analysis; sales-qualification-assign-leads | solutions/sales-qualification/screenshots/manual/annotated/16-review-skills-more.png |
hard-step-17 |
hard | Sales Qualification Manual | solutions/sales-qualification/screenshots/manual/annotated/17-open-preview.png |
hard-sq-01 |
hard | Lead Qualification Summary; Hot (80+); Top 3 Hot Leads; Evidence boundary | solutions/sales-qualification/screenshots/manual/annotated/18-sq-01.png |
hard-sq-02 |
hard | BANT Analysis; Strongest Engagement Signals; $200K; Evidence boundary | solutions/sales-qualification/screenshots/manual/annotated/19-sq-02.png |
hard-sq-03 |
hard | Connecting 12 data sources in weeks; Draft Sequence Cadence; Personalized Outreach; Evidence boundary | solutions/sales-qualification/screenshots/manual/annotated/20-sq-03.png |
hard-sq-04 |
hard | Recommended Lead Routing; $470K; Evidence boundary; Handoff Package | solutions/sales-qualification/screenshots/manual/annotated/21-sq-04.png |
hard-sq-05 |
hard | Targets; Draft SLA Tracking Plan; $800K pipeline; Evidence boundary | solutions/sales-qualification/screenshots/manual/annotated/22-sq-05.png |
hard-sq-06 |
hard | Qualification Report; $1.25M; Evidence boundary; Action plan | solutions/sales-qualification/screenshots/manual/annotated/23-sq-06.png |
hard-step-24 |
hard | Sales Qualification Manual | solutions/sales-qualification/screenshots/manual/annotated/24-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|