Free Sales Product-Based Lead Evaluation Template

Sales Product-Based Lead Evaluation

[Your Company Name]

Date: [Date]

This form facilitates and structures the lead evaluation process. This evaluation will aid in the identification and analysis of effective product-based sales leads for our company.

Evaluation Criteria and Performance Metrics

The evaluation criteria and performance metrics used in this assessment process will be as follows:

  • Lead Interest Level

  • Product Relevance

  • Purchase Urgency

  • Lead Buying Capacity

  • Company Compatibility

Evaluation Table

Name of Lead

Lead Interest Level (1-5)

Product Relevance (1-5)

Purchase Urgency (1-5)

Lead Buying Capacity

Company Compatibility

Jonathan Wilkins

3

3

3

4

5

Rating Scale:

  • 1 = Very Low

  • 2 = Low

  • 3 = Moderate

  • 4 = High

  • 5 = Very High

Additional Comments and Notes

Evaluator Name

Comments and Notes

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