Pipefy’s Lead Qualification Template uses best practices to guide sales reps through the qualification process. Gather the most important information to identify and get in touch with the best leads everyday.
Identify opportunities, prioritize leads, and keep all your contact information in one place. Start using the template as is, or customize the process to best fit your needs (no code required).Use template now
Qualify Leads and Close More Deals
See how this template is structured. As this is just an example, you can customize it.
- Does the lead qualify for demographics?
- Does the lead meet our client profile?
- Further information regarding this lead
- How to better qualify your leads?
- What’s the contact’s LinkedIn?
- What’s the company’s LinkedIn?
- What’s the company’s website?
- What’s the company size?
- Micro (1-9 employees)
- Small (10-40 employees)
- Medium (50-249 employees)
- Large (250+ employees)
- How did the prospect get to us?
- Cold called
- Email marketing
- Website subscription
- Is this contact sales ready?
- What are the prospect’s needs?
- What’s the size of the opportunity?
- Top priority
- Low priority
- What’s the problem deadline?
- Urgent need
- Looking for a solution
- Just looking around
- What are the prospect’s insecurities?
- Who’s the decision maker?
- What are the points to follow up on?
- Who will do the demo?
- Scheduled date
- Did the lead show up for the demo?
- Notes about the demo
- 1. Pros
- 2. Cons
- 3. How likely is this software able to help you reach your goal?
Poor Quality Prospect
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