Lead Qualification
Using booking questions and rules to filter and prioritize prospects before they schedule time with your team.
Definition
Lead qualification in scheduling uses intake form responses to evaluate whether a prospect is a good fit before the meeting occurs. Questions about company size, budget, timeline, or use case help identify high-value leads vs. those unlikely to convert. Advanced systems can route different leads to different team members, require certain criteria to book premium time, or trigger different confirmation flows.
Examples of Lead Qualification
Only prospects with >$50K budget can book sales calls
Enterprise leads routed to senior AEs, SMB to juniors
Certain answers trigger a follow-up email instead of immediate booking
Lead score calculated from form responses, visible to sales team
Why Lead Qualification Matters
Sales time is valuable. Meetings with unqualified leads waste resources and crowd truly valuable opportunities. Lead qualification ensures your calendar is filled with high-probability prospects, improving close rates and revenue.
How SchedulingKit Handles Lead Qualification
Add qualifying questions to event types. Use conditional logic to show/hide questions or change booking flow. Route leads to team members based on answers. Integrate with CRM for lead scoring. Track qualification data in booking records.
Try SchedulingKit FreeCommon Questions About Lead Qualification
Can I prevent certain leads from booking?
It's better to route them appropriately (junior rep, shorter call, info-gathering) rather than blocking entirely and losing the lead. But yes, conditional logic can restrict access.
How granular can routing rules be?
Very granular. Route based on company size to different reps, industry to specialists, or timezone to regional teams.
Related Terms
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