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Tradie Profit System
  • Pages
    • Tradie Profit System
      • Start Here
        • Welcome
        • Using Coda
      • Foundations
        • Hourly Rate & Budget
        • Wage Structure & Financial Discipline
        • Job Tracking
      • Sales
        • Points of Difference
        • Lead Qualification
        • Brochure
        • Site Visits & Quotes
        • Selling
        • Debt Collecting
      • Marketing
        • Referrals & Other Lead Generation
        • Organic Marketing
        • Flyer Drops
      • Personal Productivity
        • Prioritizing Tasks
        • Engaging the Client and Boundary Setting
      • Team Building
        • Hiring a Virtual Assistant- Pillar 6
        • Engaging Your Staff
        • Setting Expectations
    • Bonuses
      • 1. Canva Brochure Template
      • 2. Debt Collecting Script
      • 3. KPI Spreadsheet
      • 4. Networking Email Script
      • 5. Sales Process for Clients to Be Led Through
      • 6. Scheduling Google Sheets Template
      • 7. Welcome Document with FAQs and Office Hours Templates:
      • 8. VA Tasks Checklist
      • 9. Canva Advertising Flyer Template
      • 10. Speed-Up/Systemize Tendering Process
      • 11. Networking Email Template
      • 12. Worksheet: Finding Your Unique Value Proposition
      • icon picker
        13. Lead Qualification Form
      • 14. Script for Setting Clear Next Steps:
      • 15. Template For Quote
      • 16. Sales Process Document
      • 17. Follow-Up Template

13. Lead Qualification Form

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Lead Qualification Form

Name: ____________________________
Phone Number: ____________________
Email: ____________________________
Project Details:
What type of trade service do you require? _________________________________
What is the scope of your project? (Please provide a brief description) ________________________________________________________________
What is the timeline for completing the project? ______________________________
Have you worked with a trade professional before?
☐ Yes
☐ No
If yes, please describe your past experience and any specific requirements for this project: __________________________________________________
What is your estimated budget for the project? ______________________________
Are there any specific materials or products you would like us to use for the project? ______________________________________________________
Do you have any additional comments or questions? __________________________
Please fill out the form and submit it to help us better understand your project requirements. We will review your information and get back to you promptly to discuss further details and provide you with a personalized solution.
Thank you for considering [Your Company] for your trade service needs. We look forward to working with you!

 
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