LEAD QUALIFICATION QUESTIONS
Funnels That Print | funnelsthatprint.com/templates/lead-qualification-questions

Use these on forms, quiz funnels, applications, AI voice agents and setter calls.
Pick 3 to 5 per stage. Ask easy questions first and contact details last.
Score each answer. Leads at or above your threshold go to a closer; the rest go to nurture.

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1. NEED (is there a real problem?)
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 - What made you reach out today?
 - What is the main thing you want to fix or achieve?
 - What happens if nothing changes in the next 6 months?
 - Have you tried to solve this before? What happened?

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2. TIMING (will they act soon?)
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 - How soon do you want to get this done?
     Right away (3) | Within 30 days (2) | 1 to 3 months (1) | Just researching (0)
 - Is there a deadline or event driving that timing?

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3. AUTHORITY (can they say yes?)
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 - Who else is involved in this decision?
 - If it makes sense on the call, could you move forward, or would you need to check with someone?
     I decide (2) | Me and a partner, both attending (2) | Someone else decides (0)

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4. BUDGET OR ABILITY TO PAY
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 - Have you set aside a budget for this?
     Yes, {range above minimum} (3) | Yes, {lower range} (1) | Not yet (0)
 - Our {service} typically starts at {starting price}. Does that fit what you had in mind?

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5. FIT (are they the customer you serve?)
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Adapt per industry:
 Home services / roofing / HVAC / solar
  - Do you own the property? (must be yes)
  - What is the property address or ZIP code? (inside service area)
  - Is this an emergency, a repair or a replacement?
 Personal injury
  - When did the accident happen? (inside statute window for your state)
  - Were you injured and did you receive medical treatment?
  - Do you already have an attorney? (must be no)
 Mortgage / insurance
  - Are you looking to buy, refinance or take cash out?
  - What is the approximate property value and loan balance?
  - Roughly what is your credit score range?
 Coaching / consulting / B2B
  - What is your current monthly revenue?
  - How many people are on your team?
  - What have you already invested in solving this?
 Med spa / clinic
  - Which treatment are you interested in?
  - Have you had this treatment before?
  - Which location is most convenient?

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6. COMMITMENT (will they show up?)
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 - If we find a plan that works, are you ready to start in the next {time frame}?
 - What would make this call a great use of your time?

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SCORING EXAMPLE
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Timing: 0 to 3 | Authority: 0 to 2 | Budget: 0 to 3 | Fit: pass/fail
Fit fail                  -> polite decline + resource or referral.
Score 6 to 8 + Fit pass   -> book directly with a closer.
Score 3 to 5 + Fit pass   -> book with a setter or AI agent for a second qualifying call.
Score 0 to 2              -> nurture sequence; re-ask timing in 30 days.

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WRITING RULES
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 - Use multiple-choice answers on forms; open questions on calls.
 - Never ask more than one question at a time.
 - Put the hardest question (budget, revenue) after the lead has answered three easy ones.
 - Save every answer to a CRM field so the closer sees it before the call.
 - Send qualified-lead events back to your ad platform so it learns which leads matter.