Dialers Qualification Form

Section 1 - Contact

First Name *

Last Name *

Phone *

Email *

Source of Truth

Section 2 - Scorecard

Employees 3–30

Revenue $750k–$7M

30+ inbound leads / calls / month

Avg customer value $2,000+

Handles leads / calls / appointments manually

On spreadsheets / broken CRM / disconnected tools

Fit - 4 of 6 met?

Section 3 - Intelligence

Team size

Monthly ops spend

$

Biggest bottleneck

Years in business

Timeline to start

Section 4

Dialer note