Lead qualification form

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Sales and marketing templates

• Lead's company

  For example: Harbour Logistics Ltd

• Contact person and role

  For example: Sofia Marin, Operations Director

• Email or phone

  For example: sofia.marin@harbourlogistics.example

• Where the lead came from

• Sales owner

  For example: Lena Fischer

• Date

  For example: 12 May 2029

• Need: what problem do they want to solve?

  For example: They track 300 deliveries a day in spreadsheets and miss late ones.

• Budget

  For example: Around 20,000 a year, already approved

• Authority: who decides?

  For example: Sofia recommends; the managing director signs off any spend above 10,000.

• Timing

  For example: Wants to start before the busy season in October

• Fit with what we offer

  For example: Good fit: tracking and alerts. They also want an invoicing tool, which we do not offer.

• Alternatives they are looking at (optional)optional

  For example: Two other tracking tools and keeping the spreadsheet

• Qualification

• Next step, owner and date

  For example: Lena sends a 30 minute demo invite for 19 May and a one page price guide.

1. 1Need
2. 2Budget
3. 3Authority
4. 4Timing
5. 5Fit
6. 6Result
7. 7Next step

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 14 details, starting with Lead's company, Contact person and role, Email or phone, Where the lead came from, Sales owner. 1 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Keep only the personal data you need and have a lawful reason for, and follow the marketing and privacy rules where the lead lives.

Are these marketing templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do I need a customer's permission for a case study?

Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.

Can nerix improve the wording?

Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish.

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