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How to Qualify a Lead in Five Minutes
Sales & CRM

How to Qualify a Lead in Five Minutes

Not every enquiry deserves a site visit. A short, polite set of questions saves the days you currently lose to people who were never going to buy.

Enquiries feel like good news, so most small businesses chase all of them equally. Then half the week disappears into visits and quotations for people who were comparing prices, or had no budget, or were never the decision maker.

Qualifying is not rejecting. It is finding out where to spend the effort.

Four things worth knowing before you travel

Is there a real need, now? "We are thinking about it eventually" is a different conversation from "our current one has failed".

Is there a budget? You do not need the figure. You need to know a figure exists. "Do you have a budget range in mind for this" is a normal question and people answer it.

Are you speaking to the decision maker? Or at least to someone who can get you to them.

Is there a timeline? No timeline usually means no project, whatever else is said.

How to ask without sounding like an interrogation

Wrap it in helpfulness. "So I bring the right information, can I ask two or three things first" gets a warm response, because it is true.

What to do with the answers

Strong on all four: go, and go quickly.

Weak on one: still worth pursuing, but by phone or email rather than a day of travel.

Weak on three or four: keep them on the list, follow up in a few months, but do not build a quotation.

The real gain

It is not the enquiries you drop. It is that the good ones get answered the same day instead of on Thursday, because Tuesday was not spent on a site visit that was never going anywhere.

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