How to Build a Lead Qualification Process
Qualification should make it easier for sales teams to decide what deserves attention and what should be filtered out.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Define fit criteria | State the customer problem, buyer type and delivery conditions the offer can serve. Distinguish required fit from preferred characteristics. | The define fit criteria record, its source and the person responsible for resolving missing evidence. |
| Create required fields | Collect the information needed to qualify and assign the enquiry. Avoid mandatory fields that nobody uses in the decision. | The create required fields record, its source and the person responsible for resolving missing evidence. |
| Set disqualification rules | Define the evidence that makes an enquiry unsuitable. Keep the reason visible so marketing and sales can review the rule. | The set disqualification rules record, its source and the person responsible for resolving missing evidence. |
| Review quality with conversion data | Identify the source system, field definitions, refresh frequency and access owner. Inspect a representative record before relying on an integration. | Source sample, field dictionary, quality checks and access requirements. |
Review the decision
Qualification should make it easier for sales teams to decide what deserves attention and what should be filtered out. Keep define fit criteria, create required fields, set disqualification rules attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
How to Audit Marketing Data Before You Automate the Workflow · How to Decide What Business Work Should Be Automated.
Calculation and source notes
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.