Lead Qualification
Know in 5 minutes if a lead is worth chasing. The questions to ask, a simple scorecard, and what to do with each score.
Not every call is a real job. A quick set of questions helps you spend time on the leads most likely to say yes, and kindly point the rest somewhere else.
What's inside
Nine friendly questions to ask on the first call, so it feels like a talk, not a quiz.
Score five areas 0, 1, or 2 for a total out of 10, with a stop check for leads that are not a fit.
What each score means and the next step to take, plus kind words for leads that are not a fit or not ready.
Track every lead, its score, and the next step with a date.
The scorecard is based on BANT (Budget, Authority, Need, Timing), a standard public sales method, plus a Fit check.
The five things you score
- Fit: is it work you do, in the area you serve?
- Need: is this just curious, or does it have to be done?
- Timing: when do they hope to get it done?
- Authority: are they the one who makes the call?
- Budget: are they open to your price range?
Each lead ends up Hot, Warm, or Cold, and each one comes with a clear next step.
Quick rules
- Ask every lead the same questions. It keeps scoring fair.
- Score right after the call, while it's fresh.
- A low score isn't a "no." It's a "not now."
- Always give a next step, even to cold leads.
Get Lead Qualification
Buy it and start straight away. You'll be taken to tools.minnsightai.com to check out and begin.
Buy · $29Checkout is on tools.minnsightai.com, MinnSight's secure store.