Lead qualification SOP template
A lead qualification SOP template gives you a ready structure to document how a rep decides whether a lead is worth pursuing: purpose, scope, roles, the step-by-step procedure, exceptions, and records. The steps most templates leave vague are the scoring criteria and the handoff to sales. Recording a real qualification lets Ledgerium generate the SOP from the actual steps in your CRM, so the scoring and routing are documented from real work, not from memory.
Who uses this SOP and when
Sales development reps who qualify leads, the account executive who receives the handoff, and the revops lead who owns the scoring model. Sales managers reference it when reviewing pipeline quality.
Use it when onboarding new reps, standardizing how leads are scored across the team, or reducing variation in what counts as qualified.
Editable SOP structure
- Purpose
- Why the procedure exists and the pipeline quality it protects.
- Scope
- Which lead sources and segments the procedure covers, and what is out of scope.
- Roles
- Who qualifies, who receives the handoff, and who owns the scoring model.
- Procedure
- The ordered steps from new lead to a scored, routed record.
- Exceptions
- How to handle low-fit leads, duplicates, and leads that need nurturing.
- Records
- What is logged on the lead and where the qualification decision is recorded.
Example procedure
- 1
Receive the new lead
Open the lead in the CRM and confirm the source and contact details.
- 2
Research the account
Check fit against the target profile and gather missing detail.
- 3
Score against criteria
Apply the scoring criteria to decide qualified or not.
- 4
Route or nurture
Hand qualified leads to sales or route others to nurture.
- 5
Log the decision
Record the score, reason, and next step on the lead.
Common mistakes
- Leaving the scoring criteria out, so each rep qualifies differently
- Documenting the qualified path but not the nurture or disqualify path
- Not naming who receives the handoff and when
How Ledgerium generates this SOP
Record one real qualification from new lead to handoff. Ledgerium generates this SOP from the actual steps in your CRM, including the scoring and routing, and you re-record to keep it current as the model changes.
How Ledgerium captures this
1. Install the extension
Add the Ledgerium recorder to Chrome. No screenshots and no keystrokes are ever captured.
2. Record the real workflow
Perform the process once. Ledgerium captures the structured steps, timing, and system context.
3. Get the output
Receive an SOP, a process map, and a workflow intelligence report generated from the real work.
Worth knowing
A template is a starting structure. Your real scoring criteria and handoff rules are captured best by recording an actual qualification rather than filling in a blank outline.
Frequently asked questions
- Purpose, scope, roles, the step-by-step procedure, exceptions, and records. The procedure should cover receiving the lead, research, scoring, routing or nurture, and logging the decision.
- Yes. Use the structure here as a starting point, or record a real qualification and have Ledgerium generate a complete SOP from the actual steps.
- Recording a real qualification captures the criteria a rep applies as they apply them, so the scoring ends up in the SOP instead of living in each rep’s judgment.
- A clear, real SOP means every rep scores leads the same way, and the generated report shows where reps diverge so you can tighten the criteria.
- Re-record a qualification after the scoring model or CRM changes and regenerate the SOP, rather than editing a document by hand.
Generate this SOP from real work
Record the process once and Ledgerium writes the SOP from the actual steps, so it matches how your team really works.
Free plan includes 5 documented workflows per month. No screenshots ever captured.