Free Sales Lead Qualification Checklist Template

Sales Lead Qualification Checklist

This checklist aims to assist in effectively qualifying sales leads. Follow these steps to maximize your sales prospects and productivity.

Initial Contact

Collect basic contact info (name, company, role, email, phone number)
Record where and how contact was made
Confirm permission to contact
Document the prospect's preferred communication method
Schedule follow-up communication

Needs Assessment

Identify the prospect's top business priorities
Understand their pain points and obstacles
Explore their budget considerations
Assess their decision-making process
Find out their ideal timeline for solutions

Product/Service Fit

Align your product/service with the prospect's key business needs
Assess how your solution impacts their budget
Be transparent about implementation timelines
Showcase the unique value your solution provides
Offer a product demo or trial if applicable

Follow Up

Review the discussion and confirm understanding
Deliver any requested information timely
Acknowledge their concerns and provide solutions
Reemphasize product benefits pertinent to their needs
Arrange the next steps of the sales process

Closure

Confirm the prospect's willingness to purchase
Establish final pricing and payment terms
Finalize and sign the agreement
Plan and schedule product/service implementation
Thank them and initiate post-sale follow-up

Prepared By: [YOUR NAME]

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