Free Prospect Qualification Score
Score prospects on intent, budget authority and timeline — the AI report sorts leads into hot, warm and nurture tiers automatically.
Quick answer
Score each prospect on intent, budget authority and timeline so the AI report sorts your pipeline into hot, warm and nurture tiers automatically. The tiering reflects the answers given today, so re-run it as deals progress rather than scoring once and forgetting.
About this template
When inbound volume exceeds what sales can follow up on within 24 hours, leads rot. This qualification form captures four criteria per prospect — intent signal, budget authority, decision timeline and ICP fit — then the AI report auto-tiers into hot, warm and nurture with recommended next actions and top objections per lead. No manual scoring, no spreadsheet sorting.
Live Preview
Sample form and AI report preview (fillable once the app is published).
What's Included
Everything you need to qualify leads at scale.
Four-criteria scoring
Intent, budget, timeline and fit rated 1–5 per lead.
Auto-tier AI report
Hot, warm and nurture tiers with next actions per lead.
Objection prep
AI surfaces the top blocker per hot lead before the call.
QR to AI consultant
Chat trained on sales qualification frameworks.
How It Works
From copy to deliverable in four steps.
Copy template
Import form and scoring into your workspace — free.
Set criteria
Weight intent, budget, timeline and fit per your sales model.
Route to prospects
Embed on your site or send after first contact.
Review tier report
Open AI report; hot leads to sales, warm to nurture — with context.
Who Is This For
Pick your role — see how it fits your workflow.
Marketing ops & demand-gen
Eliminate lead-rot; ensure sales gets context with every handoff.
Sales development reps
Walk into each call pre-scored with objection intelligence.
Agency performance leads
Report qualified-pipeline value to clients, not just raw lead counts.
Key Features
What makes this template work as a professional deliverable.
- BANT-inspired four-criteria scoring (1–5 anchored)
- AI auto-tiers leads into hot / warm / nurture
- Per-lead recommended next action and objection prep
- Printable AI PDF for pipeline review
- Customizable criteria and tier thresholds per model
- QR to sales-qualification AI consultant
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of real questions — the full version adds scoring and a personalized report per respondent.
- Intent: How specific is the prospect's ask — browsing, comparing or ready to buy? (1–5)
- Budget authority: Does the respondent control or influence the spending decision? (1–5)
- Timeline: When do they need a solution live — now, 30 days, 90 days or unspecified? (1–5)
- Strategic fit: Do their industry, size and use case match your ideal customer profile? (1–5)
- What triggered them to look for a solution now? (open)
- Who else is involved in the decision besides the respondent? (open)
- What would make them walk away from your competitors instead? (open)