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Lead Qualification Checklist

Score every lead on 6 criteria in 2 minutes, so you know who is likely to buy before you spend 30 minutes on a call.

  • Free PDF
  • 9 pages
  • Leads & sales
  • No signup

What's inside

  • 6 criteria scored 0 to 2, total out of 12
  • Questions to ask for goal, timeline, budget and coachability
  • Hot, warm and cold lead bands with what to do for each
  • How the BRIXO AI lead brief maps to the checklist
  • 2-minute pre-call routine and printable prep sheet

Look inside

Page 2: criteria 1 to 3, goal clarity, timeline and budget
Page 2: criteria 1 to 3, goal clarity, timeline and budget
Page 4: how the BRIXO AI lead brief maps to the checklist
Page 4: how the BRIXO AI lead brief maps to the checklist
Page 7: the 2-minute pre-call routine and prep sheet
Page 7: the 2-minute pre-call routine and prep sheet

How to use it

  1. 1

    Download the PDF

    Instant download. No email, no signup, no account.

  2. 2

    Read it once

    Skim the full guide so you know what is inside before you start.

  3. 3

    Print it or copy it

    Use the pages as they are, or copy the text into your own forms and sheets.

Walk into every sales call prepared

Share a lead form from your Instagram bio, qualify the lead, send them to booking and read an AI brief of what matters to them before the call.

Explore features

More on leads & sales, then the newest guides.

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Lead Qualification Checklist (Free PDF) | BrixFit