Download Sample Qualification Form Description This form is used to capture sales opportunities and help qualify those opportunities. Key sections include: Customer Request Information: Who is the customer and what are they requesting? Qualification Information: Does the customer have a budget? Is this a project we have the capabilities to deliver?

Timing This form initiates the formal qualification process:

Key Deliverables Qualification Rating

Benefits By taking time to formally rate the opportunity, a professional services organization can avoid spending precious resources pursuing poorly qualified opportunities that will not likely lead to revenue generating projects.

Ownership Service Sales Representative