How to tell if consulting leads are qualified

Check whether consulting leads are qualified by reviewing the problem, expertise fit, decision authority, budget, timing, and proposal next step.

A consulting inquiry is qualified when the buyer has a defined problem, the right decision role, and a reason to act. Form completion alone does not establish fit.

Read the evidence in three passes.

Step 01

Check the problem

Confirm the decision or business problem, the expertise required, the consequence of delay, and what has already been tried.

Step 02

Check buying authority

Identify the decision maker, stakeholders, budget range, timing, and any procurement requirement.

Step 03

Define the next step

Choose a focused consultation, written recommendation, proposal, referral, or clear decline.

What a useful result looks like.

A qualified consulting lead has a real problem, appropriate expertise fit, authority to move, and a specific next decision.

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