Lead Qualification Process for Flooring

This Lead Qualification Process supports flooring contractors by providing a standardized approach to evaluating new projects. It includes capturing details about flooring type, square footage, installation timeline, and client budget. By using this process, contractors reduce wasted time on mismatched leads and focus on profitable opportunities. The workflow ensures consistency across sales staff, creates faster response times, and improves customer communication. Clients appreciate clear expectations upfront, while contractors benefit from increased efficiency and stronger close rates. With a reliable qualification system in place, flooring companies can scale operations effectively, protect profitability, and deliver a better client experience.

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