Sales & Business Development
Lead Qualification
Confirm a lead is a real, fit opportunity before investing site survey or estimate effort.
- Trigger
- An inbound inquiry is logged as a Lead.
- Owner
- Sales Director
- Inputs
- Lead record and contact info.
- Required conditions
- Budget signal present.
- Timeline signal present.
- Decision-maker identified.
Steps
- Contact the lead.
- Confirm budget, timeline, and decision authority.
- Record the qualification outcome.
Decision points
- Does the lead meet minimum budget/timeline/authority signal? → Qualify, or disqualify with a reason.
- Outputs
- Qualified opportunity record, or a disqualified lead record with a reason.
- Handoff
- Estimator
- Failure / exception path
- Lead disqualified — logged with a reason, no further action; may re-enter the pipeline later if circumstances change.
Candidate system state transition
Opportunity → QUALIFIED
Budget, timeline, and decision authority confirmed — the opportunity is ready for Site Survey / Estimate.
Documented for Phase 2 — no state machine exists yet.
Related system objects
Future automation opportunity
Auto-flag leads missing a budget or timeline signal after a set number of days with no response.
Required data
- Lead source
- Budget and timeline signal
- Decision-maker flag
- Qualification outcome and date