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.
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
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
Evaluator Name | Comments and Notes |
---|---|
Templates
Templates