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Lead qualification scorecard

A scorecard for deciding whether a prospective client is a good fit before your team spends time scoping the work.

What is inside

Your pipeline is busy but not every opportunity deserves the same attention.

  1. Check problem fit
  2. Check budget range
  3. Check timeline realism
  4. Identify decision maker
  5. Assess working fit
  6. Choose pursue, nurture, or decline