Lead qualification rubric you can apply in two minutes

Stop chasing everyone. Score a lead before you spend an hour on it.

Anyone getting inbound requests who says yes to too many of them.qualificationleadsprocess

Build me a lead qualification rubric.

What I sell: <offer>
My three best past clients and why they were great: <describe>
My three worst past clients and what went wrong: <describe>
Where my leads come from: <channels>
What I can learn about a lead before talking to them: <form fields, their website, LinkedIn>

Produce:
1. Eight qualification signals, each checkable from the information I have BEFORE a call. Phrase each as a yes/no question.
2. A weight for each (they sum to 100) with one line on why it predicts a good client, based on my examples.
3. Three disqualifiers: if any is true, I say no regardless of score.
4. Score bands: what I do at 0–40, 40–70, 70–100 (e.g. polite no, short call, priority).
5. A 3-sentence template for the polite no, and for the "let's talk" reply.
6. Score my three best and three worst clients with the rubric. If the rubric doesn't separate them, fix it and show the corrected version.

Replace every <placeholder> with your own details before you send it.

How to use it

1Base the criteria on your best and worst past clients, not on an ideal you've never met.
2Use the rubric for a month before changing it.
3This is the same thinking that powers an AI lead scorer. If it works by hand, it can be automated.

Reviewed 2026-09-20

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