BUSINESS TEMPLATE · T16

Lead Qualification Sheet

Creates a consistent qualification record.

Complete your template

Answer each question using the guidance and example underneath it. You do not need perfect answers. If you do not know something, write Unknown so your AI does not fill the gap with a guess.

Need

What problem is the prospect actively trying to solve?

ExampleNeeds a repeatable sales follow-up process.

Fit

Why might your offer be appropriate?

ExampleHas a team, recurring pipeline, and a defined sales process.

Timing

What has the buyer actually said about timing?

ExampleWants a solution this quarter.

Decision process

Who is involved and how will they decide?

ExampleOwner and Sales Manager will review options.

Budget evidence

Record only budget information the buyer has actually shared.

ExampleNo budget disclosed yet.

Constraints

What could prevent a fit?

ExampleMust integrate with existing CRM.

Next step

What is the next mutually understood action?

ExampleTechnical review scheduled for Tuesday.

Disqualifier

What would make you stop pursuing the opportunity?

ExampleRequired integration cannot be supported.

Take it to your AI of choice

When you are finished, copy the package below and paste it into ChatGPT, Claude, Gemini, or another AI assistant. It includes your completed template plus instructions that tell the AI how to use it without inventing missing facts.

What the AI will be told

Use this completed template as business context. Keep facts, assumptions, and unknowns separate. Do not invent missing information. Help me turn it into a practical, usable business resource and identify what information would improve the result.

After copying, open your AI assistant, start a new chat, paste the content, and send it.