Lead Qualification Process for Site Preparation

This Lead Qualification Process helps site preparation contractors assess whether new projects are the right fit. It captures key information such as site size, soil conditions, scope of work, timeline, and budget. By documenting these details, contractors can quickly filter out unqualified leads and prioritize the most profitable opportunities. The process provides consistency for sales teams, improves client communication, and reduces wasted effort. With standardized lead evaluation in place, site prep companies can create efficiency, protect profitability, and maintain strong reputations for reliability. This process strengthens the sales pipeline and supports long-term business growth.

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