Lead Qualification System Planner
A worksheet for defining lead sources, qualification rules, enrichment, human review, routing, test cases, and measures.
Use this worksheet before automating lead qualification. It helps a revenue team define the inputs, rules, human review points, routing outcomes, and measures that a dependable system needs.
1. Lead sources
| Source | What arrives | Required fields | Current owner |
|---|---|---|---|
| Website form | |||
| Email or inbox | |||
| Referral or partner | |||
| Event or community |
2. Fit and disqualification rules
Write rules in a way two people could apply consistently.
| Rule | Include, exclude, or escalate | Evidence required |
|---|---|---|
| Company or account fit | ||
| Problem or use case | ||
| Geography or service area | ||
| Budget or timing | ||
| Existing relationship |
3. Enrichment and confidence
List the information the system may look up, the source it may use, and what happens when the information is missing or contradictory.
| Field | Source | Required confidence | Missing-data action |
|---|---|---|---|
| Company size | |||
| Role or seniority | |||
| Trigger or buying signal | |||
| Existing systems |
4. Human review
The system should route a lead to a person when the score is uncertain, the information conflicts, the account is strategically important, or the response could damage trust.
| Condition | Human owner | Response target | Decision recorded |
|---|---|---|---|
| Low confidence | |||
| High-value account | |||
| Sensitive or unusual request |
5. Routing outcomes
| Outcome | Destination | Owner | Service level |
|---|---|---|---|
| Sales follow-up | |||
| Nurture | |||
| Partner referral | |||
| Not a fit |
6. Test cases and measures
Before launch, test normal leads, incomplete records, duplicate leads, poor-fit leads, conflicting enrichment, and high-value exceptions. Track qualification agreement, response time, routing accuracy, false positives, false negatives, and booked conversations.
This planner connects to Flowgrammer's AI Lead Qualification system offer. For broader workflow design, see AI Automation Systems.
Continue with Flowgrammer
- Use the planner to define the first version of the system.
- Review the advertising lead intelligence engine.
- Estimate the workflow value with the Automation ROI Calculator.
- Book a lead qualification system conversation.