Qualify a lead
Assess fit, record what you know and make an explicit qualification decision.
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Check the conversation first
Open the lead and confirm its Contacted stage. New enquiries must pass through Contacted before qualification. Read the brief, source and latest contact information so the decision reflects the actual enquiry.
Work through qualification
Review the qualification checklist. Tick items the team has established, rename criteria to match the enquiry and add a missing question where needed. An unchecked item is a useful follow-up, not a reason to invent an answer.
Read ICP fit in context
ICP fit brings together the available fit information. Compare its explanation with the brief and your workspace’s ideal-client criteria. A strong fit assessment is not the same thing as a complete checklist or a client commitment.
Choose a qualified or disqualified outcome
Move a suitable contacted lead to Qualified, then use Open deal for the commercial handoff. Use Disqualified when the enquiry should stop progressing. A disqualified lead can reopen at New if circumstances change; check the history before restarting it.
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