Lead Qualification Sheet

Qualify enquiries using need, budget, authority, timeline and buying intent.

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LEAD QUALIFICATION SHEET

Lead name

Company / location

Phone / email

Lead source

Owner

QUALIFICATION

Requirement

Problem to solve

Budget range

Decision maker

Expected timeline

Alternatives considered

Urgency

Fit score (1-5)

Intent score (1-5)

NEXT ACTION

Recommended next step

Follow-up date

Information to send

Risk / objection

Notes

Connected workflow

Measure whether lead quality improves customer economics

Qualification should improve more than activity metrics. Compare qualified-lead conversion with CAC so you can see whether stricter lead selection is creating better customers or only fewer leads.

Conversion Rate Calculator →Cost Per Lead Calculator →CAC Calculator →Customer Acquisition Cost Guide →

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