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Lead qualification

Lead qualification checks whether an enquiry matches the business's offer and delivery capacity. It can consider the need, location, timing, budget and information required for the next conversation. It should use relevant business criteria, make uncertainty visible and leave important judgements to the appropriate person rather than treating a score as a final decision.

Why it matters for your business

Qualification helps the team spend time on the right conversations and give unsuitable enquiries a clear response. It should make buying easier, not create a long interrogation before anyone offers help.

A business example

A service company asks the job location and type before arranging a call, so its team can check whether the work falls within its coverage.

Illustrative example.

Your next step

Agree three or four useful fit questions and state which answers need human review.

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Keep learning

Put this into practice with a Klarnow Academy guide