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.
Determine where the lead originated from (e.g., website form, referral, social media) to assess the quality of the lead source.
Assess the size of the company (small, medium, large) to determine if it fits the target market profile.
Determine if the lead has the necessary budget to invest in your product or service.
Evaluate the lead's stated needs to see how closely they align with your offerings.
Confirm whether the contact person has the authority to make purchasing decisions.
Rate the lead's interest level based on their interactions and responses (e.g., high, medium, low).
Combine scores from each evaluation criterion to generate an overall lead score.
Based on the overall lead score, categorize the lead for follow-up action (e.g., immediate, medium-term, long-term).