Made for Freelancers
Qualify Leads Before the Sales Call
Also useful for: people in Freelancers
35 min
Intermediate
Decisions
Get More Clients
Need to Make a Decision
Score a freelance lead on budget, urgency, fit, decision access, and delivery risk, then send the right next-step message.
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Use this when
You receive a project inquiry and need to decide whether to book a sales call, ask screening questions, refer the lead elsewhere, or decline.
You'll need
- Lead inquiry
- Service offered
- Ideal-client fit
- Minimum project value
- Budget status
- Budget details
- Timing and urgency
- Decision access
- Fit evidence
- Risk signals
- Current capacity
You'll get
- Every qualification dimension scored with evidence
- Every critical unknown separated from confirmed facts
- Every hard-stop condition checked
- A pursue, screen, refer, or decline route selected
- A lead response reviewed and ready to send
- A next action recorded
By the end of this playbook
You will have:
- Every qualification dimension scored with evidence
- Every critical unknown separated from confirmed facts
- Every hard-stop condition checked
- A pursue, screen, refer, or decline route selected
- A lead response reviewed and ready to send
- A next action recorded
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Lead inquiry: "We need a landing page and five launch emails for a product release in six weeks. Our range is $4,000 to $6,000. The founder will approve the work. Can we talk Friday?" Service: Conversion copywriting for landing pages and launch emails. Ideal fit: Validated offer, customer research access, one final decision-maker, and at least four weeks for delivery. Minimum project value: 3500 Budget status: Range disclosed Timing: Six-week launch window. Decision access: Direct access confirmed Fit evidence: Deliverables and budget align. Offer validation and research access are unknown. Risk signals: Scope details and review process aren't confirmed. Capacity: Limited capacity
Sample assembled prompt
Confirmed facts - The project includes... - The stated budget range is... - The launch is six weeks... - The founder is the final... Critical unknowns - Whether the offer... - Whether customer research is available. - How many review rounds and... - Whether source material can be... Hard-stop check - No current hard... - Timing is workable only if... - Review scope is a manageable... Qualification scorecard - Budget: 2/2. The range exceeds the $3,500 minimum. - Urgency: 2/2. Six weeks is workable if inputs... - Fit: 1/2. Deliverables align, but offer validation and... - Decision access: 2/2. The founder will approve the work. - Project risk: 1/2. Review steps and source-material timing remain... - Total: 8/10. Recommended route Pursue. The commercial basics align, and the... Ready-to-send response Thanks for sharing the... The project appears aligned with my... Before confirming fit, I would like... Friday may work. Please send two time options, and... Discovery call agenda - Confirm offer... - Review customer research and source... - Define deliverables and revision limits. - Confirm approval steps and deadlines. - Agree on the next decision... CRM note Score: 8/10. Route: Pursue. Main gap: research access and review... Next action: schedule a 25-minute qualification... Follow-up trigger: no reply within three...