# B2B lead qualification and handover template

Prepared by The Lead Agency: https://www.theleadagency.in/lead-qualification-checklist.html

A blank working template, not a client record, validated scoring model or prediction of a sale. Adapt the acceptance criteria with the people receiving the handover. Keep personal information only in appropriate, authorized systems.

## Account fit

- Account:
- Agreed required criteria:
- Evidence for each criterion:
- Source URLs and date checked:
- Exclusions checked:
- Missing or contradictory evidence:

## Buying context

- Person and role:
- Their own words about the need or current approach:
- Interpretation or hypothesis, clearly labelled:
- Other people who may need to be involved:
- Timing:
- Budget (unknown if not established):
- Purchasing authority (unknown if not established):
- Open questions:

## Expressed interest

- What the person requested or agreed to:
- Relevant part of the proposition:
- Objections or constraints:
- Contact preferences or stop requests:

## Agreed next step

- Action:
- Agreement or permission:
- Owner:
- Timing:
- Material or conversation context to hand over:

## Review decision

Choose one and record the reason:

- Ready for handover
- Needs clarification
- Not now
- Not a fit / stop contact

Reason:

Sales acceptance or return reason:

Do not count an open, a click or a polite reply as a qualified opportunity. Do not fill unknown fields with assumptions. Respect stop requests.