Lead Scoring Worksheet

FIT (max 10 points)
Matches ideal customer profile: +4
In [Location] or serviceable area: +2
Industry or situation we know well: +2
Right size or scale for our capacity: +2

NEED (max 10 points)
Named a specific, urgent problem: +4
Has a deadline or triggering event: +3
Has already tried something else: +2
Mentioned a cost of inaction: +1

BUDGET (max 10 points)
Confirmed budget in our range: +5
Budget likely but unconfirmed: +3
Asked about price without flinching: +2

AUTHORITY (max 5 points)
Is the decision-maker: +5
Influences the decision: +3
Researching only: +1

ENGAGEMENT (max 5 points)
Referred by a customer or partner: +5
Filled in a detailed form: +3
Replied to our email within a day: +2
Downloaded a resource only: +1

NEGATIVE SIGNALS
Outside service area: -5
Wants something we don't do: -5
Timeline beyond [6] months: -3
Price-only inquiry with no context: -2