TSM Agency — Lead qualification scorecard and handoff
Source guide: https://tsmagency.com/blog/trade-show-lead-qualification-scripts/

Draft for your team to complete and approve. No booking is submitted.

TARGET VISITOR AND FIT
Prompt: Campaign goal; ideal customer; relevant roles; fit signals; situations that should be routed elsewhere.
Your entry: [NOT ENTERED]

APPROVED OPENER AND QUESTIONS
Prompt: Choose an opener and the few questions needed to understand challenge, use case, decision role, timing and the next useful action.
Your entry: [NOT ENTERED]

QUALIFICATION LABELS
Prompt: Define your A / hot, B / warm, C / nurture and D / non-sales categories. Define when to escalate to a product specialist or sales owner. Use campaign-specific criteria; these are example labels, not automatic scores.
Your entry: [NOT ENTERED]

CONTACT AND CONVERSATION RECORD
Prompt: Contact; company; role; challenge; use case; current approach; decision role; timing; requested content or action; preferred channel; consent record; verbatim note.
Your entry: [NOT ENTERED]

HANDOFF SCRIPT
Prompt: You are working on [challenge] and evaluating [timeframe]. [Name] is our specialist in [area]. Let me introduce you and share the context.
Your entry: [NOT ENTERED]

FOLLOW-UP OWNERSHIP
Prompt: Requested next step; owner; due date; agreed channel; handoff status; result. A badge scan alone does not establish qualification.
Your entry: [NOT ENTERED]

ROLE-PLAY AND QUALITY CHECK
Prompt: Test a buyer, an early researcher, an existing customer and a non-sales visitor. Check opener, listening, question choice, notes, routing and next step.
Your entry: [NOT ENTERED]