Template
B2B service enquiry
Qualifier archetype
Budget, timeline and authority in four steps — the shortest route to knowing whether to call.
The questions
What it asks.
The real questions, in the real order.
A preview. Nothing here is submitted.
As the respondent sees it
Step 1 of 3
In your own words, what needs doing?
Optional. Reading this into typed facts arrives at M2; today it is stored with the enquiry.
What's the budget for this?
When do you want work to start?
Who signs this off?
The rubric
How it scores.
Every criterion carries a weight, and the weight is its maximum. The bands turn a score into a decision.
Criteria and weights
Budget
35 pts
Timeline
25 pts
Authority
20 pts
Fit
20 pts
Total available
100 pts
Bars are drawn as a share of the heaviest criterion, from the bounded step set.
Bands
0 – 44
Send the guide.
45 – 69
Worth a look.
70 – 100
Worth calling today.
What copying does
It becomes yours, and it stays yours.
| 01 | A template is a snapshot, not a link. |
| 02 | It is copied into your workspace, and it is yours from that moment. |
| 03 | Changing the template later does nothing to your funnel. |