Sales Lead Quality Questionnaire

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

Lead Name:

John Doe

Lead Company:

XYZ Tech Solutions

Lead Contact Information:

john.doe@xyztech.com | (123) 456-7890

II. Lead Source

Question

Where did you first hear about us?

Answer

III. Engagement and Interest

Question

Have they interacted with our content or attended webinars?

Answer

Question

Did the lead express a specific need or challenge?

Answer

IV. Budget and Authority

Question

Does the lead have budgetary control or influence?

Answer

Question

Have they indicated a budget for our product or service?

Answer

V. Need and Fit

Question

Is our product or service aligned with their industry or needs?

Answer

Question

Is our solution relevant to their current challenges?

Answer

VI. Timeline

Question

Have they provided a timeline for implementing a solution?

Answer

Question

Is there a sense of urgency expressed in their communication?

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.

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