Freebies / Sales qualifying questions

Template_

Qualify a lead before you write the proposal.

The questions that tell you whether a lead is worth your time — fit, needs, decision makers, budget and competition. Use them on a discovery call and download a clean summary for your team.

Type_Template

Time_20–40 min

For_Sales teams, agencies, consultants

Cost_Free, no sign-up

How it works_

Six steps, one summary.

01_

Go step by step

Six short steps and 29 questions — fit, needs, decision, budget, current situation and next steps.

02_

Answer what you know

Skip what you have not learned yet. Empty questions become the agenda for your next call.

03_

Get your summary

Add your name, company and logo, then download a PDF or Word file — or e-mail the PDF to yourself.

How to use it_

Three ways to use it.

01_

During the discovery call

Keep it open next to the call and type short notes as you go through the steps.

02_

Right after the call

Fill it in from memory while it is fresh, then share the summary with your team.

03_

Before writing a proposal

Check what is still empty. If the decision or budget steps are blank, you are not ready to quote.

Private by design. We don’t store your answers or your e-mail. Answers are kept only in this browser until you clear them.

Step 1 of 70 / 29 answered
Step 01 / 07_Fit

First, check whether this company is a customer you can actually help. A quick “no” saves both sides time.

FAQ_

Questions.

No — it is a checklist. Ask in your own words and skip what you already know.

No. Answers stay in your browser. An e-mailed PDF is sent once and not kept.

Download the Word file and paste what you need, or attach the PDF to the deal.

We did, based on the discovery calls we run before every project.

Rather have us do it?_

Marketing & Automation

We connect forms, CRM and follow-ups so qualified leads never slip through.