How to Use the Quick Qualifier Sales Tool
Any sales or technician can use this Quick Qualifier to gather information on a lead. This tool provides questions to identify the quality of lead before investing too much time or resources, as well as help you with prioritizing your opportunities.
After completing all five questions, each response will automatically calculate a score for your lead.
Score |
Color |
Priority |
Next Step(s) |
< 5 Points |
Green Lead |
Top Focus (Urgent) |
Provide information to your SME and move ahead with the first appointment! |
6-14 Points |
Yellow Lead |
Nurture |
Additional questions are needed to get more information before moving forward. |
> 15 Points |
Red Lead |
Educate (Not Urgent) |
Provide customer further education and information on what's needed for your services. |
Download the Quick Qualifier tool to start scoring your managed services leads and prioritize your opportunities.
Provide the completed Quick Qualifier tool to your SME. Is the decision maker expecting a call from your SME? Once you know who your SME needs to connect with, identify a time and date for your SME to reach out to continue the conversation with the customer around next steps which includes the first appointment.