Confirm the lead fits your target customer profile
Identify the lead’s industry, company size, and location
Determine the lead’s role and decision-making authority
Assess whether the lead has a clear business need
Verify the lead’s pain points and priorities
Check the lead’s budget or purchasing capacity
Establish the lead’s timeline for making a decision
Evaluate the lead’s level of interest and engagement
Confirm the lead’s fit with your product or service
Identify competing solutions or alternatives
Determine whether the lead has authority, need, budget, and timing
Score the lead based on qualification criteria
Ask discovery questions to uncover intent and urgency
Review past interactions and buying signals
Prioritize leads with the highest likelihood to convert