Enquiries self-score on urgency, authority, budget and fit; each response returns a weighted grade and an AI report explaining it.
Quick answer
Send it to inbound enquiries before a first call eats your day: the lead self-scores urgency, authority, budget and fit, and each response returns a weighted grade with an AI report explaining it. It is a prioritisation signal from self-reported data — confirm by conversation before you deprioritise anyone.
Disclaimer: grading reflects stated answers for follow-up prioritization only; treat every prospect with equal courtesy regardless of grade.
Structure applies the classic BANT-style qualification (budget, authority, need, timing) to property enquiries.
Not every enquiry is a lead and not every lead is today's work. This assessment asks four blunt questions — timeline, decision authority, financial readiness and what triggered the search — weights them, and grades each response hot, warm or nurture. The AI report explains the grade in one paragraph and prescribes the next touch: call today, brief this week, or automated follow-up. Marketing money starts going to the channels that produce hot grades.
Sample form and AI report preview (fillable once the app is published).
Everything you need to run this template.
Moving now, in months, or exploring.
Deciding alone, jointly, or advising someone.
Budget, deposit and pre-approval state.
The event behind the enquiry.
From copy to deliverable in four steps.
Put it behind every enquiry ad.
Four quick questions.
Hot today, warm this week, nurture monthly.
One paragraph on why.
Pick your role — see how it fits your workflow.
Close the loop on channel quality.
Spend calls where closings live.
Grade fairness replaces first-come fights.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
