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Prospect Qualification Form - Free Sales Template | ZenBuild | ZenBuild

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Prospect Qualification Form

Quickly assess whether a prospect is a good fit using a standardized qualification framework. Score prospects on budget, authority, need, and timeline to prioritize your pipeline.

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Prospect Qualification Form

Use this form to evaluate and document the qualification status of a prospect before moving them further in the sales process.

Prospect Company*

Primary Contact Name & Title*

Budget Status*

Is the contact a decision maker?*

Yes — final decision makerInfluencer / championNo — need to reach decision maker

Identified Need / Pain Level*

Estimated Purchase Timeline*

This quarterNext quarter6–12 monthsUnknown

Overall Qualification Score (1 = weak, 5 = strong)*

Qualification Notes

Template Details

CategorySales

Fields8

Uses0

Views1

salesqualificationBANTpipeline