Lead Vetting & Response Planner

Use this internal workflow to gut-check every new inquiry before you touch your inbox. Vetting leads through a consistent decision matrix prevents 'bad fit' projects from wasting your time and ensures your follow-ups actually convert.

Client/Company Name*

Lead Source (Attribution)

Referral (Past Client)

Referral (Colleague)

Instagram/Social

Search/Website

Cold Outreach

The 'Vibe' Check

Perfect Fit (Excited)

Standard Work (Fine)

Potential Headache (Proceed with Caution)

Immediate Red Flags

Budget Alignment

Premium (Above standard)

Standard Rate

Low/Negotiable

Budget not mentioned/Unrealistic

Scope & Boundary Red Flags

Vague 'quick' project description

Requesting discounts immediately

Timeline is 'Yesterday'

Poor communication/unprofessional tone

Scope doesn't match my core services

The Final Call

GREEN: Send Booking/Contract

YELLOW: Request Discovery Call

YELLOW: Email for scope clarification

RED: Professional Rejection

RED: Referral to someone else

Next Follow-Up Deadline

Internal Notes & Response Strategy

The Post-Submission Workflow #

Update CRM: If this is a 'Green' lead, move them to the 'Active Opportunity' stage in your tracker.

Send Response: Use your canned response for the 'Final Call' selected above. Don't overthink the rejection—send it immediately to clear your mental space.

Set Reminder: If they don't reply by the Next Follow-Up Deadline, send a 'bump' email or close the inquiry.

Created by

chioma.docsChioma

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