Sales Lead Scoring Checklist ( SALESANDMARKETING )

This checklist is designed to evaluate and score sales leads based on predefined criteria to prioritize outreach and improve conversion rates. It helps to ensure that the sales team focuses on the most promising leads.

• Identify Lead Source

  Determine where the lead originated from (e.g., website form, referral, social media) to assess the quality of the lead source.

• Evaluate Company Size

  Assess the size of the company (small, medium, large) to determine if it fits the target market profile.

• Assess Budget

  Determine if the lead has the necessary budget to invest in your product or service.

• Analyze Need for Product

  Evaluate the lead's stated needs to see how closely they align with your offerings.

• Check Decision-Making Authority

  Confirm whether the contact person has the authority to make purchasing decisions.

• Score Interest Level

  Rate the lead's interest level based on their interactions and responses (e.g., high, medium, low).

• Calculate Overall Lead Score

  Combine scores from each evaluation criterion to generate an overall lead score.

• Prioritize Follow-Up

  Based on the overall lead score, categorize the lead for follow-up action (e.g., immediate, medium-term, long-term).