Budget & Timeline Qualifier
A light, respectful quiz that establishes the two things sales calls most often stall on: is there money, and is there a deadline. It hands the prospect a helpful summary of what to expect next, and hands you a lead you already know how to prioritise.
What the questions look like
Real questions from the template, shown in full. You can edit every one of them.
-
What is driving you to look at this now?A deadline we have to hitSomething is clearly not workingPlanning ahead for next yearCuriosity for now
-
Which best describes your budget position?Approved and readyBeing signed offWe would find it for the right solutionNo budget yet
-
Who else needs to agree before you go ahead?Just meMe and one otherA wider team or boardNot sure yet
-
If everything fit, how soon could you start?This monthThis quarterLater this yearNo timeline
An example result
Answers weight toward urgency, funding and decision power. The result places the lead on a simple scale from ready-to-talk to early-days, and the follow-up guidance shown to the prospect matches where they landed.
Clear need and the budget is close. Do not book a hard sell. Share pricing ranges up front so the sign-off conversation can happen, then follow up once it clears.
| Ready to talk (78-100) | Funded, urgent and empowered. Offer a call today. |
| Nearly ready (55-77) | One piece missing, usually sign-off. Remove that friction. |
| Early days (0-54) | No urgency or budget yet. Keep in a light-touch sequence. |
Who it is for
For any sales team that qualifies inbound by phone today. Run it before booking so your calendar fills with conversations that can actually go somewhere.
Related templates
Lead-Ready Scorecard
Let a prospect score their own readiness to buy, so your team spends time on the leads that are actually ready to talk.
Project Fit Assessment
Let an enquiry score how well their project fits what you do, so you say yes to the right work and no faster to the rest.
Sales-Readiness Scorecard
Help a prospect see how ready they really are to solve their problem, and warm them up in the process.
Questions about this template
Is it rude to ask about budget in a quiz?
Framed as helping them get the right recommendation, prospects answer readily, and it saves them a call too.
Can I hide the score from the respondent?
Yes. You can show them helpful next steps instead of a number while your team still sees the full score.
Does it capture their details?
Yes, with clear consent, and each lead arrives tagged with its readiness so follow-up is aimed.