Lead Qualification & Fit Scorecard
Assess a lead before investing in detailed discovery, pricing, or a proposal.
What you receive
An Excel (.xlsx) workbook with 8 sheets covering setup, the lead profile, a 10-criterion qualification scorecard, risks and red flags, results and next actions, discovery handoff, a lead log, and the underlying rules.
Example inside the tool
Budget Clarity starts as “U — Unknown”. If the investment range has not been established, record the gap and the next question instead of assigning a reassuring number. Unknown is not zero.
How to use it
1. Record the request, known budget, timing, and decision-maker information.
2. Score only evidence-supported criteria and review observed red flags.
3. Review PURSUE, CLARIFY, NURTURE, REVIEW, or DECLINE, then record the next action and carry relevant evidence into discovery.
Who it helps and where it stops
For freelancers, consultants, agencies, and small service teams deciding where to spend sales effort. Scores are internal decision aids, not validated predictions of client behavior. A strong qualification score does not establish proposal readiness.
Get the free workbook
Enter your first name and email below to receive the file by email. A spreadsheet application and a larger screen are more practical for completing the workbook.
