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NT-089 / Decision pack

Lead qualification worksheet

Distinguish a real fit from an unanswered question.

Review a lead against your own explicit service boundaries, decision route and permission to follow up. A flag identifies missing evidence; it does not predict conversion.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which opportunities have confirmed fit and an agreed next step?

Service-business owners deciding whether to prepare a proposal.

From input to next step.

  1. 01

    Define your boundaries

    Write the customer needs you can serve and conditions you cannot support. Keep the decision about service fit separate from assumptions about the person.

  2. 02

    Record direct evidence

    Use a conversation or enquiry reference for each answer. Mark unknown information as unknown and avoid inferring budget from appearance or company size.

  3. 03

    Choose a proportionate next step

    Ask for clarification, prepare a scoped proposal or close the enquiry respectfully. Record the customer’s agreement before scheduling further contact.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Opportunity reference
O-101
Need in scope?
Yes
Decision route known?
Yes
Timing confirmed?
Yes
Follow-up agreed?
Yes
Evidence reference
Discovery note
Clarification needed
0

Before you use the result.

  • A checked box is not purchase intent.
  • Do not collect protected or unnecessary personal data.
  • Respect contact preferences and opt-outs.

Manual service-fit review, not lead scoring, credit assessment or a conversion forecast.

A few useful answers.

All questions →
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No. The planned shop sells each product separately for a one-off price. You will not need a membership, a bundle or a credit balance.

What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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