Leads and opportunity qualification
Structured assessment of need, customer, budget, deadline, ownership and next step before a project is opened.
What this process solves
The team invests time in opportunities with a clear business case and owner.
When to use it
- When a signal or campaign produces a concrete need.
- When budget, timing, authority and fit need confirmation.
- When deciding whether to convert, reject or revisit.
How the process works
- 01
Capture the need
The lead connects the company, contact, source, need and related communication.
- 02
Qualify
Assess value, probability, deadline, risk and the next activity.
- 03
Convert to project
A qualified lead carries its data, activities and documents into commercial work.
Process outcome
- A structured pre-project pipeline.
- Clear reasons for qualification or rejection.
- Continuity from source to project.