Qualification template

Qualify a lead without turning the conversation into an interrogation.

Collect only the information that changes the next sales action.

Essential questions

What problem needs to be solved now? How many people will use the operation? Which channels and tools are already in use? Is there a timeline and decision owner?

Criteria

Fit: compatible operation and use case Impact: frequent problem or material cost Timing: clear evaluation or rollout window Next action: demo, resource, follow-up or disqualification

Record

Objective conversation summary Sales owner and next-action date Loss or delay reason when applicable

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