Businesses comparing lead or appointment generation
Lead and Appointment Quality Scorecard
Leave with a clear acceptance rule, a review checklist and a price ceiling your sales process can support.
- Choose the unit
- Set the non-negotiables
- Cost the handoff
Get the workbook
Your next step, mapped out.
Enter your details to unlock the PDF and start building your plan.
Your workbook is ready.
Your details are saved. Download your copy and fill in the planning fields.
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Try your numbers
What can you afford per booking?
Start with the amount you can allocate to acquisition per won customer, after allowing for delivery costs and the profit you want to retain. Include internal selling costs in your planning.
Formula: allowance × show rate × held-meeting close rate. These starting values illustrate the method; replace them with your own evidence. This is a planning ceiling, not a quote or forecast. Inputs stay in your browser.
Inside the workbook
A practical tool for your next decision.
Make the right decisions
Leave with a clear acceptance rule, a review checklist and a price ceiling your sales process can support.
Start from an example
Use a worked scenario and reusable templates to brief your team, review your process and agree the next step.
Build your own plan
Eight fillable fields, clear measures and a seven-day action plan turn the guide into something you can put to work.