Qualify Sales Leads and Plan Follow-Ups

Workflow steps

Follow this structured process

Complete each step in order. Review important facts, decisions, and generated outputs before moving to the next stage.

1. 1

   Step 1

   Collect the prospect's needs, authority, urgency, and purchasing context.

2. 2

   Step 2

   Score fit and readiness using consistent qualification criteria.

3. 3

   Step 3

   Identify objections, missing information, and the best next action.

4. 4

   Step 4

   Create personalized follow-up messages and review dates.