Made for Freelancers
Qualify a Lead Before Writing a Proposal
Also useful for: people in Freelancers
35 min
Intermediate
Customers
Get More Clients
Need to Make a Decision
Turn a new inquiry into a clear proceed, clarify, discover, or decline decision before proposal work begins.
Create a free account to save your progress and use this Playbook.
Use this when
You received a project inquiry, but key details about scope, budget, decision authority, timing, or risk are still unclear.
You'll need
- Lead inquiry
- Strong-fit project profile
- Minimum project fee
- Authority evidence
- Timing and capacity
- Known concerns
You'll get
- Every qualification area scored with supporting evidence
- Confirmed facts separated from unknown information
- Every material deal breaker identified
- One next move selected and justified
- A client-ready next-step message drafted
By the end of this playbook
You will have:
- Every qualification area scored with supporting evidence
- Confirmed facts separated from unknown information
- Every material deal breaker identified
- One next move selected and justified
- A client-ready next-step message drafted
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
Inquiry: "We need help rewriting our website before a November launch. There are about 12 pages, but the list isn't final. Can you send a proposal by Friday?" Strong fit: B2B website rewrites covering 5 to 15 pages, with access to decision-makers and at least four weeks for delivery. Minimum fee: $3,500. Authority: The marketing coordinator is gathering proposals, while the founder approves the vendor and final work. Capacity: One medium project slot is available next month. Concerns: No budget, no final page list, and no access to the founder before the proposal request.
Sample assembled prompt
Confirmed Facts - The project involves... - The estimated scope is about... - A proposal has been requested... - The founder approves the vendor... Unknowns - Final page count and... The service and estimated page count... - Budget: 0/2. No budget range or confirmation of... - Authority: 1/2. The contact can coordinate the process... - Urgency: 1/2. A target date exists, but its... - Risk: 1/2. Unsettled scope and restricted decision-maker access... Deal Breakers - None confirmed. Budget and decision access must be... Critical Questions 1. What budget range has been approved... 2. Can the founder join a... 3. Which pages and deliverables must... Decision Request clarification. Decision Rationale - The work appears... - Budget and buying authority are... - Three direct answers could determine... Client Message Thanks for reaching out. The project appears close to the... What budget range has been approved,... Once I have those answers, I... Please send the details or two...