qualifier template
B2B service enquiry
Budget, timeline and authority in four steps — the shortest route to knowing whether to call.
What it asks
6 questions, in this order. One of them is prose, and the rubric reads it into a typed fact rather than making the respondent tick a box.
What it scores
Criteria and weights
4 criteria, 100 points. Every weight is yours to change.
Bands and thresholds
Where a score lands decides what happens next.
It also rules people out
A disqualifier ends the funnel early and says why, rather than scoring somebody low and wasting a call.
Using it copies it
A template is a snapshot, not a link. When you use this one it is copied into your workspace, and it is yours from that moment — rename it, cut a question, move every weight. If we improve this template next month, nothing happens to your funnel. Nobody can change a funnel that is collecting leads except you.
Use this template and change anything in it.
Free plan, no card. It is copied into your workspace and you edit it like any other funnel.