Lead Qualification Checklist ( SALESANDMARKETING )

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.

• Initial Contact

  Reach out to the lead via email or phone to establish first contact and gauge their interest in our products/services.

• Determine Budget

  Ask the lead about their budget to determine if they have the financial resources to invest in your offerings.

• Identify Needs

  Conduct a brief needs assessment to understand the specific requirements and pain points of the lead.

• Check Decision-Making Process

  Inquire about who is involved in the decision-making process and what the timeline looks like for a purchase.

• Assess Fit

  Evaluate if the lead matches our ideal customer profile based on industry, company size, and other criteria.

• Follow-Up Plan

  Create a follow-up plan based on the qualification process, including next steps and a timeline for further communication.