Prospect Details
Qualifying Scorecard
Score each question, then read the verdict. A prospect needs 65+ to be worth a full proposal. Anything below 40 is a no — move on.
0
/ 100
Score the questions below
Answer each question to generate a recommendation. Every unanswered question counts as 0.
How to use: Score every question before presenting a proposal. A score below 65 means the deal needs more qualifying work — not that it's dead. Identify the weak categories, address them in discovery, and re-score. Never send the full tiered proposal to a prospect scoring below 50 — use the one-pager only.