Free Sales Lead Quality Questionnaire Template
SALES LEAD QUALITY QUESTIONNAIRE
Objective
The Sales Lead Quality Questionnaire is designed to help the sales team evaluate and score the quality of leads by asking key questions that assess the lead's potential to convert. This questionnaire ensures that only high-quality leads are prioritized for further engagement.
I. Lead Information
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Lead Name: |
John Doe |
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Lead Company: |
XYZ Tech Solutions |
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Lead Contact Information: |
john.doe@xyztech.com | (123) 456-7890 |
II. Lead Source
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Question |
Where did you first hear about us? |
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Answer |
III. Engagement and Interest
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Question |
Have they interacted with our content or attended webinars? |
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Answer |
|
Question |
Did the lead express a specific need or challenge? |
|
Answer |
IV. Budget and Authority
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Question |
Does the lead have budgetary control or influence? |
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Answer |
|
Question |
Have they indicated a budget for our product or service? |
|
Answer |
V. Need and Fit
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Question |
Is our product or service aligned with their industry or needs? |
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Answer |
|
Question |
Is our solution relevant to their current challenges? |
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Answer |
VI. Timeline
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Question |
Have they provided a timeline for implementing a solution? |
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Answer |
|
Question |
Is there a sense of urgency expressed in their communication? |
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Answer |
VII. Overall Score
Total Score: [00] out of [00].
VIII. Qualification Outcome
Qualified Lead: This lead qualifies for immediate follow-up.
IX. Next Steps
Immediate Action: Schedule a call to discuss their specific data security needs.
X. Documentation
Record Keeping: Document the lead's evaluation in our CRM for easy tracking and follow-up.
