Qualify & Follow Up
Lead Qualification Sheet
Use a free Excel qualification sheet to record evidence, missing information, a decision, an owner and a dated action. No sign-up required.
The practical library UK & US
Practical Sales Templates
Use a lead qualification workbook and a CRM selection checklist to make one sales decision clearer. Both downloads are free and need no email address.
Choose Your Tools
CRM Selection Checklist
Choose a CRM by testing the work your small B2B team needs to do. Download a checklist for requirements, seats, costs, data exit and trial evidence.
Use without signing up
The qualification workbook is an editable Excel file. The CRM checklist is a plain-text download you can copy into a document editor. Neither sends reminders, connects to a CRM or submits your answers to Lead Brief.
Use an access-controlled copy when recording real business information. Read the qualification guide for the distinction between evidence, assumptions and missing information.