# Lead Qualification Form, Free Template Source: https://nerix.ai/templates/lead-qualification-form Decide if a lead is worth pursuing: need, budget, who decides, timing and fit, with a clear next step. Before you send it Keep only the personal data you need and have a lawful reason for, and follow the marketing and privacy rules where the lead lives. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/lead-qualification-form) ### Lead qualification form **Company:** Harbour Logistics Ltd **Contact:** Sofia Marin, Operations Director **Email or phone:** [sofia.marin@harbourlogistics.example](mailto:sofia.marin@harbourlogistics.example) **Source:** Where the lead came from **Sales owner:** Lena Fischer **Date:** 12 May 2029 ## Need They track 300 deliveries a day in spreadsheets and miss late ones. ## Budget Around 20,000 a year, already approved ## Authority Sofia recommends; the managing director signs off any spend above 10,000. ## Timing Wants to start before the busy season in October ## Fit Good fit: tracking and alerts. They also want an invoicing tool, which we do not offer. **Alternatives they are looking at:** Two other tracking tools and keeping the spreadsheet ## Result **Qualification:** Qualification ## Next step Lena sends a 30 minute demo invite for 19 May and a one page price guide. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Sales and marketing ## What this template is for A lead qualification form for sales teams. Record need, budget, authority, timing and fit, score the lead and set the next step. Fill it in, then Word or PDF. 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](https://nerix.ai/templates/sales-marketing) Sales and marketing ## What you fill in The form asks for 14 details. The document fills itself in as you type. - ### 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. Sales and marketing ## What is inside The parts of this document, in order. - 1 Need - 2 Budget - 3 Authority - 4 Timing - 5 Fit - 6 Result - 7 Next step Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=lead-qualification-form) ### Was this template helpful? Sales and marketing ## Questions people ask ### 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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