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 founder replacing an ageing company website. Their problem is that visitors struggle to understand the offer and find the enquiry form. The desired practical outcome is a clear service journey that works on mobile and desktop.
The example is deliberately bounded: existing URLs and necessary integrations must remain accounted for. That condition should influence the promise, scope and next step rather than disappear from the marketing copy.
| Illustrative offer | a focused website redesign |
|---|---|
| Buyer question | What must a first-time visitor understand before contacting you? |
| Possible evidence | a clickable prototype of one complete enquiry journey |
| Useful asset | a website project brief and content inventory |
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: visitors struggle to understand the offer and find the enquiry form. The requested work fits a focused website redesign. |
|---|---|
| Timing and readiness | Clarify timing and whether the required inputs are available: existing URLs and necessary integrations must remain accounted for. |
| People and approval process | Ask who will use the result, who approves scope and who authorises spending. Start with a founder replacing an ageing company website. |
| Exclusions or risks | Do not promise conversion gains without a measured baseline and suitable comparison. Decline work outside capability; investigate missing information. |
| Qualified, investigate or decline | Qualified: agree to prototype one high-value service page and its enquiry flow. Investigate: obtain the missing evidence. Decline: explain the scope mismatch respectfully. |
Review before using it
A useful operational measure in this example is completion of the intended enquiry journey in a usability review. 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 page count, revisions, content ownership, redirects and maintenance.
- Use evidence rather than promises. Do not promise conversion gains without a measured baseline and suitable comparison.
- Discuss the draft with someone who understands the buying situation. Start with: “What must a first-time visitor understand before contacting you?”
- If the next step is a trial, define its purpose. One possible starting point is to prototype one high-value service page and its enquiry flow.
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 | A template would cost much less. |
| Useful response direction | A template may be enough. Let us list the journeys and integrations you need, then compare the work each option actually includes. |
| Evidence to collect | The buyer’s own account, a clickable prototype of one complete enquiry journey, and records relevant to completion of the intended enquiry journey in a usability review. |
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: visitors struggle to understand the offer and find the enquiry form. The requested work fits a focused website redesign.
Example: Clarify timing and whether the required inputs are available: existing URLs and necessary integrations must remain accounted for.
Example: Ask who will use the result, who approves scope and who authorises spending. Start with a founder replacing an ageing company website.
Example: Do not promise conversion gains without a measured baseline and suitable comparison. Decline work outside capability; investigate missing information.
Example: Qualified: agree to prototype one high-value service page and its enquiry flow. 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 web design studios business?
Replace the audience, offer and evidence with your actual information. Begin with a recent buyer conversation about why visitors struggle to understand the offer and find the enquiry form, 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 promise conversion gains without a measured baseline and suitable comparison.
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.