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Lead qualification & routingFit check

Answer up to 12 short questions about your organization, your budget and your timing. You'll see the best next step for you, from a call with our team to a quick way to start on your own.

How it works

  • 4 sections with questions
  • Answer each question to see your result
  • See your results at the end

About the Lead qualification & routing template

Score inbound leads on fit, buying readiness and urgency, then send each one to the right next step: a sales call, a switching call for buyers leaving another provider, a self-guided start or a free guide. Shows a conditional question, skip logic and an outcome that combines the score with a specific answer.

Use this template free

No credit card required. Customize questions, scoring, and results after signup.