Free client lead assessment template — score prospects on readiness, budget fit, urgency and alignment, then prioritise follow-up with a personalised AI report. Advisers see which leads are worth the next call, ranked by score.
Quick answer
A scored questionnaire that rates each prospect on readiness, budget fit, urgency and alignment, then returns a ranked AI report so advisers spend the next call on the leads most worth it.
Disclaimer: this page and its AI report are for self-reflection and process reference only. They do not constitute medical, psychological, financial, legal or safety advice. Consult a qualified professional when needed.
Methodology: items are a structural adaptation of widely used frameworks, not an official version; scoring is indicative, not diagnostic.
The Client Lead Assessment turns raw enquiries into a ranked pipeline. Prospects answer structured questions on current situation, planning readiness, investable capacity, decision timeline and motivation; weighted 1–5 scoring converts the answers into a readiness profile across five dimensions. On completion an AI PDF report summarises fit and next-best-action, and a QR code opens an AI consultant for follow-up questions — so advisors spend their call time on leads that are actually ready to engage.
| Template | Client Lead Assessment |
|---|---|
| Category | Finance & Insurance |
| Format | Scored 1–5 assessment with a personalised AI report |
| Time to complete | About 10 minutes per response |
| What you get | A scored lead-quality profile and an AI report that ranks enquiries by fit |
| Best for | Advisers · Agency owners · Sales teams |
| Cost | Free to copy and customize on FormLM |
Preview the sample enquiry and the AI lead-quality report it produces.
Everything you need to run this template.
From copy to deliverable in four steps.
Copy the form and its scoring, report and branding settings into your FormLM workspace — free.
Adjust fields, options and dimensions to match advisers and insurance professionals.
Send the link or QR; every response is captured automatically.
Open the personalized AI PDF report and share it with stakeholders.
Pick your role — see how it fits your workflow.
Advisers triage inbound enquiries by score instead of first-come-first-served.
Agency owners compare lead quality across marketing channels using the same scored criteria.
Sales teams hand only qualified, report-backed leads to senior consultants.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
