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Align marketing and sales
Give both teams the same written standard instead of relying on different assumptions about what a useful enquiry looks like.
Free lead quality tool
Turn a vague idea of a good lead into a practical written standard. Define the services, locations, contact details and commercial rules that matter, then copy, download or print the finished document.
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Complete the fields below, then generate a structured definition. Use commas or separate lines when adding multiple services, locations or custom exclusions.
Why define a qualified lead
Lead volume alone does not explain whether a campaign is helping the business. A useful definition makes the quality conversation specific, reviewable and consistent from the first enquiry to the final report.
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Give both teams the same written standard instead of relying on different assumptions about what a useful enquiry looks like.
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Separate valid opportunities from spam, duplicates, wrong services, unserviceable locations and other agreed exclusions.
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Compare platform conversions with reviewed lead outcomes so campaign decisions can reflect what the business is actually receiving.
Put it to work
Review every rule with the people who answer calls, quote work and see customer outcomes. Change any wording that cannot be applied consistently.
Record whether each enquiry is qualified, disqualified, duplicate, uncontactable or still pending. Keep the reason when a lead does not qualify.
Update the definition when service areas, capacity, minimum job value or the promoted offer changes. Keep the effective date with each version.
Want the measurement framework behind the tool? Read our guide to what a qualified lead means in campaign reporting.
Ask us anything
Practical answers about lead criteria, conversions, duplicates and using the finished definition.
Need help applying the definition?