01 · Set the qualification rule
Decide what sales-ready means.
List up to four criteria and the evidence a caller would need to provide. Mark which are gates before a rep handoff and which are useful context. This creates a rubric, not a lead score.
Your proposed rule
Evidence before rep handoff
Decision states for a future caller
Ready for rep review: every gate has evidence and passes your approved rule.
Hold or review: a gate is unknown or fails; a human decides the next step.
This tool does not apply the rule to a real caller.
Rubric gaps to resolve
02 · Align with sales
Make the handoff reviewable.
Use these notes to agree on evidence quality, exceptions and rep feedback.
Evidence quality
Unclear fit
Sales feedback
How the tool works
A draft for team review.
What is counted
Each named criterion becomes one rubric row. A gate counts toward the required checks before sales-ready handoff; a context field does not block that handoff. Missing evidence prompts are review points.
What remains unverified
This does not verify caller identity, fit, intent, location or eligibility. It does not score a live lead or guarantee rep availability. Validate the rubric and owner with the sales team before using it in a call flow.
Put the plan to work
Take the rubric to a sales qualification review.
US Lead Data can discuss a call flow that gathers qualification context and routes callers under your approved handoff rule.
Put your plan in context
Read a related guide and a worked example →
Review your assumptions with the people who own the next step before configuring a live flow.