RESOURCE
Lead qualification checklist template
The disqualification-first checklist revenue teams use to kill bad-fit leads fast.
15 questions, 1 scoring model, 3 frameworks.
The 15-question checklist your SDRs will actually use
Grouped into Fit, Pain, Authority, Timing and Signals. Every question maps to a CRM field your routing can act on — not a talking point the rep forgets on the next call.
A scoring model you can paste into HubSpot or Salesforce today
Real point values for every signal — pricing visits, demo requests, out-of-ICP titles, decay penalties. Plug it into your CRM this afternoon, calibrate next quarter.
Pick the right framework for your deal size
Stop debating BANT vs CHAMP vs MEDDIC in Slack. A clear decision rule based on your ACV, so your team runs one framework — not three half-implemented ones.
The 3 personas your reps should kill on sight
Get an honest evaluation of different automation approaches, understand when to automate versus when to maintain the human touch.
Download the PDF
And define a lean qualification process
4.9 stars on G2
