SOP Templates > Concrete > Sales > Lead Qualification Process

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