Leave with a practical qualification checklist with a clear next action.
Start with a real buying situation
For the worked example, the audience is a marketing manager publishing in a new market. Their problem is that the same product terms are translated inconsistently across materials. The desired practical outcome is a reviewed translation with an agreed terminology glossary.
The example is deliberately bounded: the client must identify the intended audience and final reviewer. That condition should influence the promise, scope and next step rather than disappear from the marketing copy.
| Illustrative offer | a translation and terminology review project |
|---|---|
| Buyer question | Which product terms must stay consistent across every customer touchpoint? |
| Possible evidence | a short translated sample with reviewer comments and terminology decisions |
| Useful asset | a localisation brief and terminology checklist |
How to complete your lead qualification scorecard
- Define the problem and scope you are equipped to address.
- Choose a few fit questions tied to delivery and buying readiness.
- Identify non-negotiable exclusions.
- Decide who reviews uncertain cases.
- Track reasons for acceptance and rejection so the criteria can improve.
Worked example
These entries are illustrative planning material, not research findings or customer results. Keep the structure and replace the content with verified details.
| Problem and scope fit | The buyer confirms a relevant need: the same product terms are translated inconsistently across materials. The requested work fits a translation and terminology review project. |
|---|---|
| Timing and readiness | Clarify timing and whether the required inputs are available: the client must identify the intended audience and final reviewer. |
| People and approval process | Ask who will use the result, who approves scope and who authorises spending. Start with a marketing manager publishing in a new market. |
| Exclusions or risks | Do not claim legal certification or native-market validation unless provided. Decline work outside capability; investigate missing information. |
| Qualified, investigate or decline | Qualified: agree to translate a representative sample and agree the review standard. Investigate: obtain the missing evidence. Decline: explain the scope mismatch respectfully. |
Review before using it
A useful operational measure in this example is consistency with the approved glossary and resolution of reviewer comments. That does not automatically make it a marketing attribution metric. Define the source, period and owner before drawing conclusions.
- Would two team members classify the same enquiry in a similar way?
- Check the delivery assumptions: Define language variant, word count, file formats, review rounds and specialist checks.
- Use evidence rather than promises. Do not claim legal certification or native-market validation unless provided.
- Discuss the draft with someone who understands the buying situation. Start with: “Which product terms must stay consistent across every customer touchpoint?”
- If the next step is a trial, define its purpose. One possible starting point is to translate a representative sample and agree the review standard.
Common mistakes and a better review
Do not fill a missing fact with an impressive-sounding number. Mark it as an assumption, explain how you will check it and give that check an owner. A short, honest document is easier to use than an elaborate plan built on unknowns.
| Watch for | A high engagement score does not mean the company is a suitable customer. |
|---|---|
| A real buyer concern | An automatic translation is almost free. |
| Useful response direction | It may be useful for a draft. Let us compare the audience, consequences of errors and the level of human review the material needs. |
| Evidence to collect | The buyer’s own account, a short translated sample with reviewer comments and terminology decisions, and records relevant to consistency with the approved glossary and resolution of reviewer comments. |
Your working sheet
Write your own version below. Notes are saved on this browser when local storage is available. Use Download to keep a separate copy; avoid adding confidential information on a shared device.
Example: The buyer confirms a relevant need: the same product terms are translated inconsistently across materials. The requested work fits a translation and terminology review project.
Example: Clarify timing and whether the required inputs are available: the client must identify the intended audience and final reviewer.
Example: Ask who will use the result, who approves scope and who authorises spending. Start with a marketing manager publishing in a new market.
Example: Do not claim legal certification or native-market validation unless provided. Decline work outside capability; investigate missing information.
Example: Qualified: agree to translate a representative sample and agree the review standard. Investigate: obtain the missing evidence. Decline: explain the scope mismatch respectfully.
Review your work
Tick only what you can support with your answer or practice. This is a reflection checklist, not an automated assessment.
Questions about this resource
How do I adapt this for my translation services business?
Replace the audience, offer and evidence with your actual information. Begin with a recent buyer conversation about why the same product terms are translated inconsistently across materials, then check which assumptions match your business.
Is the filled example ready to publish?
No. It is a working example. Verify claims, permissions, prices, current capabilities and any customer information before using it externally. Do not claim legal certification or native-market validation unless provided.
What should I do after completing the worksheet?
Use it to make one decision or have one focused conversation. The intended output is a practical qualification checklist with a clear next action. Set a review date and update it when the evidence changes.
Illustrative business worksheet. No customer results, market rates, traffic volumes or performance benchmarks are implied. About these resources.