Inbound Lead Qualifier

# Inbound Lead Analysis

**Lead**: [Name] from [Company]
**Source**: [Form/Demo Request/etc.]
**Received**: [Date/Time]
**Lead Score**: [X]/100

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## Quick Assessment

**Priority**: HOT / WARM / COOL / NURTURE

**Recommendation**: [Call now / Call today / Email first / Add to nurture]

**Assign To**: [Rep Name] (owns [territory/industry])

**First Message**: [Suggested opening line]

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## Lead Scoring Breakdown

**ICP Fit**: 35/40 STRONG FIT
- Company Size: 8/10 (250 employees, target is 200-500)
- Industry: 10/10 (Perfect match: B2B SaaS)
- Tech Stack: 9/10 (Using 3/4 target technologies)
- Budget: 8/10 (Funded company, likely has budget)

**Intent**: 25/30 HIGH INTENT
- Requested demo (not just content download)
- Visited pricing page 3x
- Specific use case mentioned in form

**Urgency**: 20/30 MODERATE
- Timeline: "Next quarter"
- Not immediate but real need
- Current solution expires in 60 days

**Total**: 80/100 **HOT LEAD**

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## Lead Details

**Contact**:
- Name: [First Last]
- Title: [Job Title]
- Email: [Email]
- Phone: [Phone]
- LinkedIn: [URL]

**Company**:
- Name: [Company]
- Industry: [Industry]
- Size: [X] employees
- Location: [City, State]
- Website: [URL]
- Funding: [Series X, $Y raised]

**Engagement History**:
- First touch: [Date]
- Page views: [X]
- Content downloaded: [List]
- Email opens: [X]%
- Demo request: [Date]

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## Qualification Questions

**Must-Ask (Critical)**:
1. "What's driving you to look at [product type] right now?"
2. "What are you currently using for [use case]?"
3. "When do you need this in place?"
4. "Who else is involved in this decision?"

**Good-to-Ask (Context)**:
5. "What would success look like?"
6. "What's your budget range?"
7. "Have you looked at other options?"

**Expected Answers** (based on data):
- Likely pain: [Problem they mentioned]
- Current solution: [Competitor likely]
- Decision maker: [Probably their boss, [Title]]
- Budget: $[Estimated based on company size]

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## Recommended Outreach

**Call Script** (within 1 hour):

**Email Template** (if no answer):

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## Routing Logic

**Assign To**: [Rep Name]

**Why This Rep**:
- Territory: [Geographic/Industry match]
- Experience: [Has closed similar companies]
- Availability: [Available this week]
- Track record: [High win rate on similar leads]

**Briefing for Rep**:
> "Hot lead from [Company]. They're a [size] [industry] company using [current solution]. Requested demo specifically for [use case]. Score: 80/100. They mentioned [timeline]. Call within 1 hour."

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## Lead Intelligence

**Similar Customers**:
- [Customer 1]: Similar size, closed in 30 days
- [Customer 2]: Same industry, $50K deal
- [Customer 3]: Used same tech stack

**Likely Objections**:
1. Price (budget concern)
2. Implementation time
3. Integration with [their tech]

**Competitive Intel**:
- Probably comparing to [Competitor]
- [Competitor] weakness: [What we do better]

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## Next Steps

**Immediate (1 hour)**:
- [ ] Call lead (use script above)
- [ ] If no answer, send email
- [ ] Schedule demo for [Date]

**Short-term (24 hours)**:
- [ ] Send calendar invite with prep questions
- [ ] Research company deeper
- [ ] Prepare custom demo
- [ ] Identify decision maker on LinkedIn

**Follow-up**:
- [ ] Demo completed
- [ ] Proposal sent
- [ ] Create opportunity in CRM