Lead Qualification Process for Concrete
This Lead Qualification Process supports concrete contractors by standardizing how new project inquiries are reviewed. It gathers essential details such as project type, square footage, reinforcement needs, timeline, and budget. By following this system, contractors can identify qualified leads faster, reduce wasted effort, and focus on profitable opportunities. The process ensures clients receive consistent communication from the first interaction, which builds trust and professionalism. For sales staff, it simplifies decision-making and keeps pipelines organized. With reliable qualification criteria in place, concrete companies can improve efficiency, close more deals, and strengthen their reputation for delivering high-quality, on-time projects.
Receive initial inquiry or lead
Record lead information in CRM or lead tracking system
Conduct preliminary review of project type and location
Assess alignment with service area and trade scope
Evaluate project timeline and potential scheduling fit
Contact lead to gather more project details
Ask qualifying questions (e.g., budget, decision timeline, permitting status)
Determine lead source and referral origin
Score or rank lead based on pre-set qualification criteria
Decide whether to pursue, nurture, or decline the lead
Assign qualified lead to sales or estimating team
Schedule site visit or consultation if moving forward
Archive or categorize unqualified leads for future reference
Track outcome for continuous improvement in lead evaluation
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.