This checklist is designed to ensure that all potential leads are properly qualified before moving them into the sales pipeline. It outlines the necessary steps to assess the viability of leads based on defined criteria.
Reach out to the lead via email or phone to establish first contact and gauge their interest in our products/services.
Ask the lead about their budget to determine if they have the financial resources to invest in your offerings.
Conduct a brief needs assessment to understand the specific requirements and pain points of the lead.
Inquire about who is involved in the decision-making process and what the timeline looks like for a purchase.
Evaluate if the lead matches our ideal customer profile based on industry, company size, and other criteria.
Create a follow-up plan based on the qualification process, including next steps and a timeline for further communication.