What is inside
| Criterion | Pass signal | Fail signal | Weight | Evidence | Unknown | Human decision |
|---|---|---|---|---|---|---|
| Sample: Budget | Named budget line or range | No budget this year | High | |||
| Sample: Authority | Economic buyer in the loop | Champion only | High | |||
| Sample: Timeline | Decision inside 90 days | No date | Medium |
Sample rows shown. Replace them with your real work.
How to use this rubric
1. Fill the rules column with your real qualify line - deal size, industry, tools they use, who signs. 2. Mark which rules are knock-outs (a no ends it) versus scorable (weak just lowers priority). 3. Run every new lead through it the same way, including referrals - gut feel is how bad fits reach demos. 4. Where a rule can't be checked from what the lead gave you, write the one question that settles it instead of guessing. 5. Review the rubric monthly against which leads actually closed, and cut criteria that predict nothing.
Mistakes this template prevents
Qualifying on company logo instead of fit, treating "they replied fast" as a buying signal, and reps each running their own private bar. A written rubric is what makes "qualified" mean the same thing across the team - and what lets you hand first-pass qualification to an assistant later.
Updated for the recurring pack
The fixed rubric is applied at 11:30 AM and 4:30 PM on weekdays; borderline rows remain human decisions.
Evidence columns: Lead ID | Criterion | Evidence | Score | Unknowns | Total | Proposed decision | Owner
The free agent pack sets up the Google Sheet, processes only new or due rows, holds exact proposals for approval, rechecks the source before a write and verifies the result by readback.
Limits
A rubric, not a verdict: pass/fail stays with your team.
The standing version
The Qualification Agent (free download) runs this as a workflow in your own Drive: it fills this structure from your real inputs, shows evidence per row, and stops at every human decision.
Questions people ask
Is this template really free?
Yes. One CSV download, no signup, no email required.
Can I edit the template?
Yes - it is a plain CSV. Open it in Google Sheets, Excel or Numbers and change anything.
Is there an agent that keeps this updated for me?
Yes - where a standing agent exists for this workflow it is linked on the page, free download.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.