Lead Qualification Form

Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Lead Qualification Form

Date: {{date}}

Contact Information

Contact Person Name: {{contact_person_name}}

Title: {{title}}

Company Name: {{company_name}}

Industry: {{industry}}

Company Website: {{company_website}}

Company Address: {{company_address}}

Phone Number: {{phone_number}}

Email Address: {{email_address}}

Lead Source and Background

How did you hear about us? {{lead_source}}

Brief description of current business challenge/need: {{business_challenge}}

What prompted you to seek a solution now? {{prompting_factor}}

Product/Service Interest

Which products/services are you interested in? {{products_services_interest}}

What specific features or functionalities are most important to you? {{key_features}}

What is your estimated timeline for implementation/purchase? {{timeline}}

Budget and Authority

Do you have a budget allocated for this solution? {{budget_allocated}}

What is your estimated budget range? {{budget_range}}

Who are the key decision-makers involved in this purchase? {{decision_makers}}

What is your role in the decision-making process? {{role_in_decision}}

Next Steps

What would be a convenient time for a follow-up call or meeting? {{follow_up_time}}

Are there any other questions or information you require at this stage? {{additional_questions}}

Internal Notes (For Sales Team Use Only)

Lead Score: {{lead_score}}

Assigned Sales Representative: {{sales_representative}}

Notes: {{internal_notes}}

Signature Block

_____________________________

Sales Representative Signature

Date: {{date}}