Catalogue services 35 · 37 · 31

Lead qualification, scoring and reporting

Sales teams waste time on contacts that were never going to buy. We help you write a qualification standard, call and qualify leads against it, score them with rules you can read, and report results with definitions both marketing and sales accept.

For
Companies with lead volume but uneven lead quality
Services
35 Qualification and scoring · 37 Call reporting · 31 Call brief and specification
Pricing
Per qualified lead, per handled lead or monthly

When this service fits

  • Sales rejects many marketing leads
  • Nobody agrees on what 'qualified' means
  • You buy or receive leads from several sources
  • You need reporting to compare channels fairly

When it is not the right first step

  • You have very few leads: invest first in generation
  • You want automated scoring without human review where consequences matter
  • Criteria cannot be shared with us

What is included

01

Qualification standard

Criteria, questions and disqualifiers in writing.

02

Call specification

Brief and script used for qualification calls.

03

Qualification calls

Contacts called and assessed.

04

Scoring

Transparent rules combining stated answers and profile data.

05

Reporting

Outcomes per source and stage.

Not included

  • Opaque scoring that cannot be explained
  • Profiling individuals beyond business relevance
  • Inferring sensitive characteristics

How the work is done

  1. 01

    Workshop

    Marketing and sales agree definitions.

  2. 02

    Specification

    Write the brief and questions.

  3. 03

    Calls

    Qualify each lead and record answers.

  4. 04

    Scoring

    Apply rules and flag uncertainty.

  5. 05

    Review

    Compare accepted and rejected handoffs.

ADVERTCIX handles

  • Draft standard and specification
  • Qualify and score
  • Report and recommend changes

You handle

  • Approve criteria
  • Give feedback on handed-off leads
  • Supply lead sources

What you receive

Qualification standard

Written criteria and disqualifiers.

Call specification

Brief and questions.

Scored lead records

Answers, score, uncertainty and next step.

Source report

Qualified share per source.

What we need from you

  • Lead sources and volumes
  • Current definitions if any
  • Sales feedback
  • CRM fields to update

Sequence and dependencies

StepOutcomeDepends on
WorkshopDefinitions agreedMarketing and sales availability
SpecificationBrief approvedYour review
QualificationLeads processedLead volume
ReviewMonthly calibrationSales feedback

How quality and progress are reviewed

Calibration is part of the service: definitions are checked against sales outcomes.

MetricDefinition
Qualified rateShare of leads meeting all criteria
Acceptance rateQualified leads accepted by sales
UnreachableLeads not reached after the agreed attempts
Score accuracyAccepted share by score band

Hypothetical scenario

Hypothetical: three lead sources, one standard

A software company gets leads from ads, events and a partner. Sales accepts few of them. We run a workshop, write a three-criterion standard and qualify all sources by phone.

Monthly reports show which source produces accepted leads, and the partner agreement is adjusted accordingly.

Questions

Is scoring automated?

Rules may be applied automatically, but they are readable and reviewed by people where decisions matter.

Can we change criteria?

Yes, through a documented change so reports stay comparable.

Tell us about your situation. The form will carry this service.

Discuss lead qualification