Lead Qualification


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


Centralize Communications and Information

View all interactions and deal information in one location. Stay up to date with every deal and watch them flow through each stage.


Build a Repeatable Process that Sells

Create customizable sales processes that are fit for your team. Easily make sure sales reps follow high-quality processes for efficiency and optimal performance.


Automate More Tedious Tasks

Never let a deal or lead go without a follow-up. Automate more activities and always stay on top of your sales game.


Ensure SDR and AE Collaboration

Opportunity management is nearly effortless when sales development reps and account executives are working together.


Smooth Onboarding Transition

Every sales rep knows their job isn’t done at onboarding. Make the transition smooth for your team and your new customers.


Customer Helpdesk

Easy tracking and monitoring of your customer’s requests and support tickets in one place.

Template structure

See how this template is structured. As this is just an example, you can customize it.

Leads Backlog

  1. Does the lead qualify for demographics?
  2. Does the lead meet our client profile?
  3. Further information regarding this lead


  1. How to better qualify your leads?
  2. What’s the contact’s LinkedIn?
  3. What’s the company’s LinkedIn?
  4. What’s the company’s website?
  5. What’s the company size?
    • Micro (1-9 employees)
    • Small (10-40 employees)
    • Medium (50-249 employees)
    • Large (250+ employees)
  6. How did the prospect get to us?
    • Cold called
    • Email marketing
    • Website subscription
  7. Is this contact sales ready?

Discovery Call

  1. What are the prospect’s needs?
  2. What’s the size of the opportunity?
    • Big
    • Medium
    • Small
  3. Priority
    • Top priority
    • Neutral
    • Low priority
  4. What’s the problem deadline?
    • Urgent need
    • Looking for a solution
    • Just looking around
  5. What are the prospect’s insecurities?
  6. Who’s the decision maker?
  7. What are the points to follow up on?

Schedule Demo

  1. Who will do the demo?
  2. Scheduled date
  3. Did the lead show up for the demo?
  4. Notes about the demo

Sales Ready

  1. Pros
  2. Cons
  3. How likely is this software able to help you reach your goal?
    • 1
    • 2
    • 3
    • 4
    • 5

Poor Quality Prospect

Welcome Aboard

Trusted by 60k users, this could be the beginning of something great.


Request a demo