B2B Lead Qualification Checklist

Technology Industry Mid-size Company (100-500 employees) Budget Authority, Decision Timeline

1 Industry-Specific Qualification Steps

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Assess current technology stack and integration capabilities

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Evaluate digital transformation initiatives and roadmap

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Identify compliance requirements (GDPR, SOC 2, etc.)

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Understand scalability needs and growth projections

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Identify department heads and key stakeholders (2-3 decision makers)

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Understand approval process and typical decision timeframe (4-8 weeks)

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Assess implementation capacity and resource availability

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Conduct discovery calls with multiple stakeholders

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Document pain points and current solution gaps

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Establish clear next steps and follow-up schedule

Generated checklist based on: Technology Industry • Mid-size Company • Budget Authority & Decision Timeline criteria