Lead Qualification Process for Plumbing
This Lead Qualification Process provides plumbing contractors with a step-by-step method for reviewing new client inquiries. It covers job scope, type of plumbing system, urgency, and budget to determine fit. By screening out mismatched projects early, plumbers save time and keep their crews focused on profitable jobs. The process improves communication by setting expectations clearly with clients, reducing the risk of disputes later. For sales staff, it creates consistency and professionalism across every call or visit. With a reliable qualification system in place, plumbing contractors can grow their pipeline strategically, improve close rates, and increase long-term customer satisfaction.
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
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