Template · Sales

Sales Call Readiness Score

Filter every 'book a demo' request through 5 fast questions — and hand your reps only the ones actually ready to talk.

Best for: B2B sales teams, SDR teams, and founder-led sales.

Question 2 of 5

How are you handling this today?

Rarely
Sometimes
Often
Almost always

The problem it solves

Reps waste half their week on unqualified discovery calls — and the leads who were actually ready lose interest waiting in the queue.

Who it's for

Built for lead-driven businesses that want qualified leads, not just email addresses.

A short qualification funnel that replaces the raw 'book a demo' link. Ready leads land straight on an AE calendar; the rest go to nurture or self-serve.

What you learn as the owner or team

Every submission becomes a scored lead in your dashboard.

  • Lead name, company, and role.
  • Their answers, readiness score, and band.
  • Suggested opener and pre-call notes for the rep.
  • Status: New · Booked · Demoed · Won · Lost.
Example questions

Questions that surface real signal.

  1. 1What are you trying to solve or improve right now?
  2. 2How are you handling this today?
  3. 3When are you hoping to have a solution in place?
  4. 4Who else needs to be part of this decision?
  5. 5What's your rough budget range?
Example result bands

Every prospect gets a scored, useful outcome.

Book the call

Ready and in-market — route straight to an AE slot with pre-call notes.

Nurture and re-check

Right fit, wrong timing — drop into a 30-day nurture and re-score before the next quarter.

Redirect

Not the right size or scope — send to self-serve docs, a partner, or a smaller-tier page.

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
84
/ 100

Book the call

Right role, active problem, and a real timeline — worth an AE slot this week.

Recommended next steps

  • Book directly onto an AE calendar
  • Send the pre-call one-pager
  • Skip the SDR triage step
Best channels to share it

One link — share it everywhere it fits.

This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.

'Book a demo' and 'Contact sales' page CTAs

Auto-reply to inbound sales emails

Outbound sequences instead of a raw calendar link

LinkedIn Sales Navigator DMs

Webinar, event, and conference follow-ups

Retargeting ads for pricing and demo pages

FAQ

Questions about this template

Launch this assessment funnel today.

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

For qualifying B2B sales leads only. Not a guarantee of pipeline, revenue, or deal outcomes.