Sales Lead Qualification Checklist

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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