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
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+
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
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
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
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)
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