Templates are better in Hugo 🚀
Hugo is a tool for better meetings through centralized, actionable notes – connected to your work apps.

Sales Qualification

Identifying ideal customers isn't easy. Simplify the process with our sales qualification template
Text sizeBoldItalicUnderlineStrikethroughFormat clearHighlightText colorBullet listNumbered listCheckboxLinkAttachmentTag iconTag icon


Get a high-level overview of the lead to gauge how well they match your ideal customer profile. What do they do? What industry are they in? How big is their company?


How did they find out about us? What compelled them to approach us? Are they a referral? Did they see an ad?

Define Success

What are the prospect's main objectives and ideal outcomes (both qualitative and quantitative)? How does our product help?

Pain Points

What are the prospect's main pain points right now? Why are they seeking a solution now? What prevented them before?


How are they dealing with these challenges? Do they currently use any competing products or vendors? What other solutions are they evaluating?

Why Our Solution?

What unique value does our solution provide for the prospect? What benefits or features are they most interested in?


What is the timeline for implementation? When does the potential customer need a solution in place by?


What are they currently spending on this issue? Do they have a budget allocated for it? If not, when do they expect they will?

Causes for Concern

Has the potential customer raised any concerns about our offering? What obstacles could crop up and derail implementation? How can we address these?

Other Helpful Notes

Are there any other topics or discussion points you should note and share with colleagues?

Main Takeaways

Do you qualify this lead as an ideal long-term successful customer? Why or why not?

Take Action

What are the next steps? Share key information and actionable steps with your team.

Use or customize this template

Using templates in Hugo enables you to collaboratively prepare and edit notes, create tasks and integrate with 20+ apps.
or still using Microsoft Word or Google Docs?

How to use this template for your next

Sales Qualification

Sales qualification is the first step companies take toward a successful customer relationship. But filtering through numerous leads to determine if they have potential to become long-term customers can be exhausting and time-intensive. Our sales qualification template simplifies the process so you can efficiently make an effective judgment.

Each organization has its own unique approach to sales qualification. Whether you qualify during cold calls or sales appointments, this meeting note template is customizable so you can ask the right questions and capture the correct insights. Tailor it to suit your needs and ensure your leads fit all of the criteria needed for an ideal relationship.

But our outline doesn't only help you evaluate each lead better. It also allows you to establish unparalleled alignment with your team members further down your sales funnel. With centralization and sharing capabilities, this sales qualification template gives your team all the information they need to quickly pick up where you left off.

Sales Qualification

By illuminating a deeper understanding of each potential customer and sharing this data, you're setting your team members up for meaningful action. And highlighting the next steps needed has never been easier before this meeting note template. With a few simple clicks, you can turn any insight into an assignable action.

Use this sales qualification template to streamline the process of identifying and catalyzing long-term customer success.

About the author

Downloadable template pack thumbnail

Download them all

Download the whole library of Hugo templates in both Google Docs and Microsoft Word format
Customize your own template thumbnail

Can’t find a template?

Create your own meeting agenda template for you, your team or your whole organization - in minutes

Want more productive meetings?

Let Hugo help with agendas, note-taking & tasks

Get Hugo Free
Create, share and organize your meetings, templates and actions
Close icon
Close icon