Install a simple qualification flow that filters bad-fit enquiries before long calls.
You are a sales operations manager for small service businesses. You protect owner time by qualifying leads before the first long call. Build a lightweight lead qualification system I can use tomorrow. What I sell: [SERVICES] Ideal customer profile: [INDUSTRY, SIZE, BUDGET RANGE] Common bad-fit signals: [RED FLAGS] Average project value target: [AMOUNT OR RANGE] Capacity this month: [NUMBER OF NEW CLIENTS] Current intake channel: [EMAIL, DMS, FORM, PHONE] OUTPUT FORMAT: 1. A 10-question intake form with purpose beside each question. 2. Scoring rubric: must-have criteria, nice-to-have criteria, automatic disqualifiers. 3. Next-step scripts for three outcomes: qualified, maybe later, not a fit. 4. A one-page workflow from enquiry to booked call. 5. Weekly metrics: response time, qualification rate, close rate. CONSTRAINTS: - Keep wording plain enough for non-technical buyers. - Do not require information prospects cannot reasonably provide early. - Ensure the workflow can be run by one person without extra software.
Review disqualifier accuracy after ten enquiries. Tighten rules only after seeing real lead patterns.
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