Lead Qualification Checklist
Qualify fit, urgency, authority, economics, delivery risk and next action without pretending every inquiry is ready to buy.
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ChecklistLead Qualification Checklist
Lead Qualification Checklist
Basic fit
Problem and urgency
People and decision
Commercial fit
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02Your working checklist
Move the record beyond a first draft.
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A high score means the working record is more complete. It does not create client approval, legal authority, or professional sign-off.
A finished template is a working record, not the source of truth.
- 01Replace assumptions
Use current evidence, accountable owners and dates.
- 02Review authority
Confirm who can approve, change or rely on the result.
- 03Keep the history
Attach the final version to the real client, project or process record.