Lead Qualification Checklist Template

Research, outreach, discovery, and scoring to qualify new sales leads.

This free sales checklist template includes 6 tasks organized into 2 sections. Use it to streamline your lead qualification process.

Research & Outreach

  1. Research company and contacts

    Research the prospect's company, industry, size, and key decision-makers before making contact.

    • Company Name (required)
    • Company Website
    • Company Size (required) — Options: 1-10, 11-50, 51-200, 201-1000, 1000+

  2. Initial outreach

    Send a personalized outreach message to the primary contact. Reference specific pain points or triggers identified during research.

    • Contact Email (required)
    • Outreach Channel (required) — Options: Email, LinkedIn, Phone, Referral

  3. Discovery call

    Conduct a discovery call to understand the prospect's current situation, goals, and timeline for making a decision.

    • Call Date (required)
    • Call Notes (required)

Qualification

  1. Identify pain points and budget

    Document the prospect's core pain points and confirm their budget range to determine if there is a viable fit.

    • Pain Points (required)
    • Budget Range (required) — Options: Under $5k, $5k - $25k, $25k - $100k, $100k+, Unknown

  2. Score the lead

    Assign a lead score based on fit, interest, budget, and timeline. Use this to prioritize next steps.

    • Lead Score (1-100) (required)
    • Timeline (required) — Options: Immediate (< 1 month), Short-term (1-3 months), Mid-term (3-6 months), Long-term (6+ months)

  3. Hand off to AE or nurture

    Based on the lead score, either hand the qualified lead to an Account Executive or add them to a nurture sequence for future follow-up.

    • Outcome (required) — Options: Hand off to AE, Add to nurture sequence, Disqualified
    • Assigned AE