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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
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