Meeting Notes Template
Lead Qualification

Qualifying leads is a crucial step of the sales process. With this template, you'll know exactly what to ask the prospect.

This is the toolbar of Scriby's meeting template editor

BASIC INFORMATION

Name, company size, contact window name and position, industry, country...


BACKGROUND

How did the lead get to us?

Are they currently using another vendor? Are they talking with our competitors too?

Does the lead meet our customer profile? Do we have use cases with similar customers?

PAIN POINTS

What are the lead's pain points? Can we quantify them?

Why is the lead looking to solve the pain point now? Has a recent event triggered it? is there a push from a stakeholder?

OUR SOLUTION

How does our solution solve the pain points? What are our key differentiators?

How much time/money could our solution save this prospect?

Why us specifically? What can we offer that our competitors cannot?

BUYING PROCESS

Who is the final decision maker? How many people will have to sign off on this deal? What will the process look like?

Is there a procurement department? How long does the procurement process usually take? What can we do to expedite it?

PRICING & DEAL SIZE

What's our pricing? Do we have any discounts? What will the total deal size look like?

TIMELINE

What is our likelihood of closing this deal within the next week/month/quarter?

NEXT STEPS

What's the next step? Do we need a follow-up call? Are there other stakeholders to update?


sales leadqualification

Use this template now

  1. to Scriby and follow the instructions.
  2. In your Calendar, click on any meeting to create notes.
  3. In the top-left corner, you'll see a Apply a template button. Click on it and pick the Lead Qualification template to add it your notes.

About this template...

This lead qualification template guides sales reps, SDR and business development managers to turn unqualified leads handed by marketing into warm leads. This template is suitable for discovery calls or in-person meetings with prospects. The goal of the meeting is to identify whether a lead who has expressed interest is a good fit for the product. Do they meet our customer profile? Why are they talking to us now? These are important questions that you'll need to answer to move the lead further along the sales pipeline. While sales reps can use the template themselves, it is primarly for SDR, BDR or LDR — the lead generators. Lead qualification calls and meetings are often very similar in structure, so with this template, you'll save time and bring structure and organization to your lead qualification processes. After the meeting, we recommend that you save the link to the meeting to the lead's account on Salesforce, Pipedrive, HubSpot or any other CRM you're using.

Why use meeting notes templates?

Make meetings result-oriented
Meeting notes and summaries unarguably make meetings more productive. They forces attendees to focus on what should matter: action and decisions. Research has showed that participants of a meeting are a lot less likely to leave a meeting frustrated about wasting their time when someone was asked to capture the minutes.

Save time preparing meetings
In truth, meetings are more similar than they are different. So chances are that you'll repeatedly go through very similar meetings. Instead of coming up with content every single time you're in a meeting, you can save time by using a prebuilt template. With Scriby, you can even create your own meeting templates.

Break down communication silos
Meeting note templates help structure the meeting, increase accountability and decrease miscommunication. Meeting minutes templates also help clarify what the objectives of the meeting are. For Facebook COO Sheryl Sandberg, it is very important before the meeting to make explicit if "we are in the room to make a decision or to have a discussion?" Different templates for different expected results: that's exactly what you can build with Scriby.

Image credits: Freepik