Lead qualification script for trade businesses (fast and polite)
Lead qualification script + scorecard for trade businesses. Filter time-wasters, price shoppers, and bad-fit jobs before they clog your diary.
Lead qualification script for trade businesses (fast and polite)
Not every lead is a good lead. This script helps you qualify quickly without sounding rude.
The 8-question qualification script
- What is the issue and where is it?
- When do you need it done? (Urgent / This month / Flexible)
- Have you had anyone else look at it?
- Do you have photos or a video?
- Is the property occupied and accessible?
- Who makes the final decision?
- Do you have a budget range in mind?
- How did you hear about us?
How to score leads
- Green: Clear scope, realistic budget, decision maker available, good access
- Yellow: Unclear scope or budget, needs a survey
- Red: Price-only, no access, vague or aggressive
Polite exit script for red leads
"Thanks for the details. Based on what you have described, we are not the best fit for this job. I would rather be honest than waste your time. If you want, I can recommend another company."
Toolfy tip
Add these questions to your intake form or call script in Toolfy so every lead is captured consistently. It makes your quote pipeline much cleaner.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
Is it OK to ask about budget?
How long should a qualification call take?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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