Lead Qualification Process for Masonry

This Lead Qualification Process provides masonry contractors with a reliable method to evaluate new opportunities. It includes documenting project details such as type of masonry work, materials, budget, and schedule. By using a consistent checklist, sales teams can quickly determine whether a lead is a good fit for their services. The process prevents wasted time on mismatched jobs, creates efficiency, and improves client communication. Contractors benefit from a more predictable pipeline, higher conversion rates, and greater profitability. With a structured qualification process in place, masonry businesses can focus their energy on the right clients and grow with confidence.

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