Lead Quality Scorecard.
Give your team a clear way to decide which enquiries are worth following up.
A practical framework for assessing fit, intent, value and timing, so you can agree what a useful enquiry looks like for your business.
Free four-page PDF. Name and email required.
See what’s inside
What you’ll work through.
Four things to consider before committing more of your team’s time. The scorecard gives each one a simple score from 0 to 2.
- Fit
Is it the work you want?
Look at the service, location and customer. Decide what fits your business and what falls outside it.
- Intent
Is there a genuine need?
Check whether the person has a clear requirement and is willing to talk about it.
- Value
Could it be worthwhile work?
Consider whether the potential job is worth the time your team would spend following up.
- Timing
What could happen next?
Understand the timeframe and whether a call, site visit or quote conversation is a realistic next step.
The final page helps you choose a response and record why an enquiry does not fit. Use the score as a guide, with your team’s judgement.
Who it’s for.
Trade and service businesses that want a more consistent way to assess enquiries.
Use it for homeowner or commercial enquiries, whether they come through referrals, SEO, advertising or outreach.
Useful when…
- Your team has different ideas about what makes a good lead.
- You’re spending time on enquiries that do not suit your business.
- You want to understand the quality of enquiries from different sources.
How to use the scorecard.
Start with the work you want. Then use the same criteria when your team reviews enquiries.
Agree your criteria
Decide what fit, intent, value and timing mean for your services, areas and team.
Assess each enquiry
Score what you know. Ask about missing details, then agree the next action.
Review the patterns
Look back every fortnight. Record what was useful and what did not fit, so your team can learn from it.
Agree what a useful enquiry looks like.
Get the four-page scorecard and work through it with your team.
Name and email required.
Continue straight to the PDF download.
How to qualify a lead
Find out what to ask and how to choose a sensible next step.
Read the guide
CPA vs CPL
Understand the cost of enquiries and what happens after they arrive.
Read the guideWant help with your next stage of growth?
Talk to us about your services, your customers and where you want the business to go.