How to use the Lead Qualification Scorecard Generator.
Make qualification criteria observable and explain missing information. A score should help prioritize a conversation, not manufacture certainty about a lead.
Make the workflow fit your task.
Define observable qualification criteria and record the evidence for each one. Keep missing information separate from a negative result, then use the score to guide follow-up rather than predict a purchase with certainty.
- What you provide
- Ideal customer criteria and actual lead fields.
- What you get
- Transparent scoring rubric with unknowns separated.
See the input and the result.
Illustrative input and output · a teaching example, not a live WebAct run
Example input
Qualification criteria: multiple suppliers, weekly changes, named catalog owner. Lead notes confirm four suppliers and weekly updates; owner is unknown. One point for each confirmed criterion; unknown earns no point and stays unresolved.
Completed example
Multiple suppliers: confirmed, four suppliers — 1 point. Weekly changes: confirmed — 1 point. Named catalog owner: unknown — 0 confirmed points. Confirmed score: 2 of 3. Next question: Who owns review and approval of catalog updates? Interpretation: a follow-up priority signal, not a prediction of purchase.
Load this input into the prompt, then copy it to WebAct to try the task. Your result may differ from the illustration.
Decisions and troubleshooting.
Should an unknown qualification field receive a positive score?
No. Mark it unknown and identify the question needed to resolve it. Missing evidence is different from meeting the criterion.
Why are high-scoring leads still a poor fit?
Inspect the weights and disqualifiers. A total can hide a non-negotiable requirement that the product cannot satisfy.
Try it with your own source.
Replace the example with your material in the task prompt. Keep the requirements you need, then copy the task into WebAct.
Customize and copy the task ↑