Template · SaaS

SaaS Trial Readiness Check

Turn 'sign up' into a real qualification signal — so sales spends time on the accounts that actually convert.

Best for: Product-led SaaS teams, growth teams, and sales-assist motions.

Question 2 of 5

What are you hoping to use the product for?

Rarely
Sometimes
Often
Almost always
Who it's for

Built for coaches who want qualified leads, not just email addresses.

A short check that gives trial users a useful readout — and gives your team a scored, well-scoped lead.

What you get as the coach

Every submission becomes a scored lead in your dashboard.

  • Account name and contact.
  • Their answers, score, and band.
  • A clear opener tailored to the answers.
  • Source and campaign tag.
Example questions

Questions that surface real signal.

  1. 1How big is your team?
  2. 2What are you hoping to use the product for?
  3. 3How urgent is solving this for your team?
  4. 4Are you evaluating alternatives right now?
  5. 5Who else is involved in the decision?
Example result bands

Every prospect gets a scored, useful outcome.

Sales-ready

Strong fit and buying signals — route to a call this week.

Product-ready

Good fit; self-serve first with tailored onboarding.

Early interest

Not ready — nurture with useful content and check back.

What prospects see

A branded, personalized result — not another PDF.

Every submission ends on a scored result page like this. Prospects walk away with something useful, and you land a scored lead with context.

  • Score + result band with a clear one-line summary
  • Recommended next steps tuned to the answers
  • A booking CTA that goes straight to your calendar
Your resultPreview
88
/ 100

Sales-ready

Team size, use case, and timeline all fit — route to a call this week.

Recommended next steps

  • Send a personal note today
  • Offer a tailored demo
  • Share a 1-pager for internal stakeholders
FAQ

Questions about this template

Launch this assessment funnel today.

Customize the questions, wire it to your booking link, and start capturing scored leads.

Lead Cues is a lead qualification and follow-up tool. It does not guarantee conversion or revenue outcomes.