Lead-Ready Scorecard
A qualification scorecard that a prospect fills in themselves. It weighs three things that decide whether a conversation is worth having now: how sharp the need is, how soon they intend to act, and whether the person in front of you can actually say yes. Every lead arrives with a score and a band, so follow-up is aimed rather than scattered.
What the questions look like
Real questions from the template, shown in full. You can edit every one of them.
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Which of these best describes the problem you are trying to solve?It is costing us money or customers right nowIt is a growing frustration we want to fixWe are exploring options for laterJust curious for now
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When would you ideally have a solution in place?Within a monthThis quarterLater this yearNo fixed timeline
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Have you set aside a budget for this?Yes, budget is approvedA rough figure in mindNot yet, but we can find itNo budget
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What is your role in this decision?I decideI recommend and my manager signs offI am gathering information for someone elseI am not involved in the decision
An example result
Answers are weighted across three categories: Need, Timing and Authority. Options that signal a live, funded, near-term decision score highest. The headline score out of 100 sorts leads into bands, and the three category scores tell a salesperson whether a promising lead is held back by timing, budget or the wrong contact.
Strong need and the right contact, but the timeline is soft. Do not push for a call yet. Send the one case study closest to their problem, offer a specific date to revisit, and set a reminder for the start of next quarter.
| Hot (80-100) | Live need, near-term timing and a decision maker. Call today. |
| Warm (60-79) | Genuine intent with one thing missing. Nurture with a clear next step. |
| Nurture (35-59) | Real interest but no urgency yet. Keep in a light-touch sequence. |
| Early (0-34) | Curious, not ready. Educate and check back later. |
Who it is for
For marketing and sales teams that generate more inbound leads than they can call. Put it on a landing page or after a lead magnet so every enquiry sorts itself, and your team starts the day with the hottest leads on top.
Related templates
Budget & Timeline Qualifier
A two-minute quiz that surfaces budget and timing early, so nobody wastes a call finding out there is neither.
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
Will scoring put people off answering honestly?
The respondent sees a helpful result, not a rejection. Frame it as a fit check that saves them time too, and completion stays high because the questions are short and about them.
Can I change what counts as a hot lead?
Yes. Adjust the weighting and the band thresholds so the definition of a ready lead matches how your team actually sells.
Where do the scored leads go?
Every response is captured as a lead with its score attached, ready to push into your CRM or email tool through webhooks or Zapier.