Meeting Note Template
Lead Qualification

A lead qualification meeting note template that connects with your calendar. Learn how to structure your sales meetings, streamline your sales process and become an expert at qualifying leads.

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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?

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?

How does our solution solve the pain points? What are our key differentiators?
How much time/money could our solution save this prospect?
What's our pricing? Do we have any discounts? What will the total deal size look like?

Who is the final decision maker? How many people will have to sign off on this deal? What will the process look like?
What is our likelihood of closing this deal within the next week/month/quarter?
What's the next step? Do we need a follow-up call? Are there other stakeholders to update?
sales customerCall

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 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 encourage attendees to focus on what should matter: action items 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 an agenda and a structure 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