Prospect Qualification Form

Prospect Qualification Form — Form Fields

This sales template includes 8 fields. Quickly assess whether a prospect is a good fit using a standardized qualification framework. Score prospects on budget, authority, need, and timeline to prioritize your pipeline. Free to customize and use on ZenBuild.

• Prospect Company (text, required)
• Primary Contact Name & Title (text, required)
• Budget Status (dropdown selection, required) — options: Budget confirmed and available, Budget likely, pending approval, Budget unclear, No budget currently
• Is the contact a decision maker? (multiple choice, required) — options: Yes — final decision maker, Influencer / champion, No — need to reach decision maker
• Identified Need / Pain Level (dropdown selection, required) — options: Critical — must solve now, High — important priority, Medium — nice to have, Low — exploratory
• Estimated Purchase Timeline (multiple choice, required) — options: This quarter, Next quarter, 6–12 months, Unknown
• Overall Qualification Score (1 = weak, 5 = strong) (rating, required)
• Qualification Notes (long text, optional)