Lead Foundation
Measure how consistently your team qualifies, organizes, and follows up with pipeline opportunities.
How clearly defined is your lead qualification process?
1 means there is no shared definition of a qualified lead. 5 means your team has documented, agreed-upon qualification criteria.
How consistently applied is your lead qualification process?
1 means qualification is applied inconsistently or subjectively. 5 means every lead is evaluated against the same criteria every time.
How consistently does your team follow up with qualified leads within a defined response and follow-up cadence?
1 means follow-up is sporadic with no defined cadence. 5 means every qualified lead receives timely, structured follow-up.
How much can you depend on your CRM or pipeline data for making decisions?
1 means data is incomplete or unreliable. 5 means leadership can trust the data to make confident decisions daily.
