LEAD QUALIFICATION WORKSHEET

Qualify leads with clarity, confidence, and consistency using this Lead Qualification Worksheet designed for businesses that want to close better deals—not just more deals.

This structured, easy-to-use worksheet helps sales teams, consultants, and service providers quickly assess whether a lead is worth pursuing. By guiding you through key areas like business details, lead source, pain points, budget readiness, and decision-making timelines, it removes guesswork from your sales process and keeps your focus on high-potential opportunities.

Perfect for discovery calls, CRM documentation, or internal sales reviews, this worksheet ensures every lead is evaluated using the same criteria—saving time, improving follow-ups, and increasing close rates.

What you’ll love:

• Clear sections for fast lead evaluation
• Built-in checkboxes for quick decision-making
• Printable and Canva-friendly layout
• Ideal for sales teams, freelancers, coaches, and agencies
• Helps prioritize qualified leads and avoid wasted effort

Whether you’re nurturing inbound leads or qualifying cold prospects, this worksheet gives you a repeatable system to make smarter sales decisions and grow revenue with intention.