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Lead Qualification Form

Help your sales team decide whether a prospect is ready to buy. It reviews the company profile, budget, timeline, decision-making authority and competitors, then records the status and next steps.

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In the Claude connectors directory

Full name

First Name

Last Name

Company name

Email address

Phone number

Company website

How did the lead hear about your company or product?

Search engine Social media Referral Event Advertising Outreach from our team

Industry

Number of employees

Annual revenue

Budget for the solution

Job title or position

Department

What challenges or pain points does the lead face that your product or service can solve?

Does the lead have a budget set aside for your solution?

Yes No Not sure

If so, what is the estimated budget range?

Does the lead have a set timeline to implement a solution?

Yes No Not sure

If so, what is the timeline?

Does the lead have authority to make purchasing decisions?

Yes No Not sure

If not, who in the organization has that authority?

Is the lead currently using a similar solution or service?

Yes No Not sure

If so, who is the current provider, and why are they considering a change?

Is the lead aware of your competitors and their offerings?

Yes No Not sure

If so, which competitors are they comparing you with?

Any other details or comments relevant to qualification

Lead qualification status

Qualified Needs nurturing Not qualified

Next steps

Schedule a demo Send a proposal Follow up later Close out the lead

Assigned sales representative name

First Name

Last Name

Date of lead qualification

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