Ready-to-go scorecard templates

Qualify buyers by budget, timeline, and financing before a viewing.

Pre-screen tenants on budget and move-in timeline automatically.

Score investor readiness and match them to the right listings.

A 12-question audit of a business's financial fundamentals.

Route qualified prospects straight to the right adviser.

Turn a free tax check into a steady stream of SME enquiries.

How secure is this business, really? A lead magnet for MSPs.

Qualify SMEs who are outgrowing in-house IT support.

A readiness test that surfaces real, sellable gaps.

Benchmark a founder's strengths before a strategy call.

Invite qualified leads to book a tailored consultation.

Score how ready a business is to scale, and what's holding it back.

Filter applicants before your team spends time on interviews.

Score client-role fit before you commit to a search.

An employer-branding lead magnet for HR consultancies.

Qualify serious clients from window-shoppers before a consult.

A value-first quiz that leads naturally into a paid plan.

Match leads to the right trainer or programme automatically.

Validate demand and build urgency before you launch.

Registration that pre-qualifies attendees as it converts.

Qualify sponsor leads by budget before your team follows up.

Score a property on budget, roof space, and current generator spend before a site visit.

Match a household or business to solar, generator, or hybrid based on real usage patterns.

Qualify B2B installer leads by facility size, downtime cost, and current power spend.

Screen relocation leads on route, budget, and readiness before a paid consultation.

Match a prospect to the right destination and visa route based on their own goals.

Qualify student leads by academic profile, budget, and target intake before enrolment advice.

Qualify buyers by budget, financing needs, and timeline before a showroom visit.

A model-match quiz that routes serious buyers straight to the right listing.

Pre-qualify financing leads on income and down payment before a credit check.

Match couples to the right photographer, caterer, or decorator package automatically.

Qualify serious couples by date, guest count, and budget before a planning call.

Filter venue enquiries by date, capacity, and budget before a site tour.

Recommend the right routine while capturing a fully qualified skincare lead.

A value-first quiz that leads naturally into a product recommendation.

Pre-configured with audience-profile capture on, ready for a sponsored brand campaign.

Score a property or business on real risk factors before a site survey.

Match residential or corporate leads to the right coverage tier automatically.

Qualify B2B security leads by site count, headcount, and current provider.

Qualify shippers by volume, route, and budget before a rate quote.

Score a business's freight needs before your team pitches a contract.

Filter enquiries by shipment size and corridor before dispatch gets involved.

Qualify renovation leads by scope, budget, and timeline before a site visit.

Match a prospect to the right design tier based on space and style preferences.

Score a build project on scope and budget before a contractor call.

Triage a legal enquiry by issue type and urgency before a paid consultation.

A 13-question audit of a business's legal fundamentals — registration, contracts, compliance.

Route enquiries to the right practice area automatically — no wasted intake calls.

Qualify smallholder leads by farm size, output, and financing need.

Match a farmer to the right input, tooling, or market-access offer.

Score a farm's storage and logistics gaps — a natural lead-in to a paid solution.

Qualify catering enquiries by guest count, budget, and menu style.

Match a lead to the right package tier before a costly custom quote.

Score recurring-order potential before your team quotes a one-off event.

Qualify diaspora leads investing back home by budget and readiness.

Match a diaspora prospect to the right transfer or investment product.

Score retirement-back-home readiness before a paid financial planning session.

Score a business's budget and goals before your agency pitches a retainer.

Match SMEs to the right service tier — social, SEO, or full-funnel — automatically.

Qualify a business's readiness to invest in paid ads before a strategy call.