Lead qualification scorecard generator
Create a weighted lead scorecard from your offer and ideal customer, with criteria, points and next actions.
Enter a few details
Add your context, generate a draft and make it your own.
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Your result
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What does Lead qualification scorecard generator do?
Build a lead scorecard your team can apply consistently. The result covers weighted criteria for fit, need, timing, budget and authority, the questions to ask, score bands with next actions and automatic disqualifiers.
How to use this tool
- 01
Describe what you sell, who your best customers are and any clear poor fit signs.
- 02
Choose your main lead source and scoring scale, then generate the scorecard.
- 03
Test the scorecard on recent leads and adjust the weights before your team uses it.
Example inputs
Use this example as a starting point, then replace it with your own details.
- What you sell
- Commercial cleaning contracts for offices from 2,000 to 20,000 sq ft in Greater Manchester. Contracts start at £800 a month with a 12-month minimum.
- Your best-fit customers
- Office managers at firms with 20 to 200 staff who want a weekly or daily clean, need cleaning outside working hours and are unhappy with their current provider.
- Poor fit signs
- One-off cleans, sites outside Greater Manchester, budgets under £800 a month.
- Main lead source
- Website enquiry form
- Scoring scale
- 100 points
Limits and what to check
The scorecard is based only on what you describe and invents no customer data or conversion rates. Criteria use business information, never personal or protected characteristics. Calibrate the weights against recent won and lost leads.
Limited free usage is available with human verification. AI results are drafts for you to review, edit and copy. Avoid submitting confidential or sensitive information.
Frequently asked questions
Using the tool
Q1What does the scorecard measure?
Business fit, need, timing, budget and decision authority, weighted for your offer. Each criterion has points, the questions to ask and the evidence to look for.
Q2Does it score people on personal characteristics?
No. Criteria use business facts a lead shares with you. The scorecard does not use or infer age, gender, ethnicity, religion, health or other protected characteristics.
Q3Which point scale should I choose?
A 100-point scale gives finer weighting across criteria. A 10-point scale is quicker to use on calls and in simple CRM fields.
Q4How do I check the scorecard is fair and accurate?
Score a handful of past won and lost deals with it. Adjust weights and thresholds until high scores match the deals you actually won.
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