Free checklist
The lead qualification checklist
Part of the CRM and follow-up guides.
What it is
A one-page checklist that helps you decide which leads to call first. It has the questions to put on your form, three ways to sort every lead, the signs of a fake lead and a five-minute weekly check.
Who it’s for
Small business owners who answer their own inquiries, or have one or two people doing it, and want to stop spending calls on the wrong people.
What’s inside
- The three questions I’d put on any inquiry form.
- A fit and intent check you can run on any lead in under a minute.
- The three groups every lead goes into, and what each one gets.
- Six signs a form lead is fake.
- The weekly check that keeps your sorting accurate.
How to use it
Print it or keep it open next to your inbox. Go through your next ten inquiries with it. Then put the questions on your form, so the next leads arrive already sorted.
Get the checklist
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Read the full guide
The checklist is the short version. The guide explains each step, with examples and what breaks.
How to qualify leadsRather have it built?
If you’d rather have the questions, the sorting and the follow-up set up for you, that’s what I build.
Build it for me