5 questions. 5 minutes. Know before you drive.
Print this checklist. Run it on every inbound lead. It will save you more time than any other change you make to your business this year. Then download Lead Score to track every score automatically and see the patterns across hundreds of leads.
Lead Score's 5-factor framework is a built-in checklist you run on every call — with the results tracked, scored, and added to your pipeline automatically.
A PDF checklist sits in your Downloads folder. Lead Score's checklist becomes part of every lead's permanent record and feeds your close rate analytics.
- You want a digital, trackable qualification checklist
- You want checklist results to inform your pipeline analytics
- You want offline-first, free to start
- You want a printable PDF checklist for your team
- You want to adapt the framework to different trades or project types with custom fields
Lead Score vs No qualification system
Lead Score was built so that running through a qualification checklist produces a lead score, not just a feeling. The framework is the same on every call. The data accumulates.
| Feature | Lead Score | No qualification system |
|---|---|---|
| Built-in qualification checklist | ✓ 5-factor guided scoring | ✗ No checklist in any contractor app |
| Checklist outcomes tracked | ✓ Close rate by score tier | ✗ Not available |
| Factor calibration over time | ✓ Which factors predict closes in your market | ✗ Not available |
| Works fully offline | ✓ 100% local storage | ✗ N/A |
| No account required | ✓ Your device, your data | ✗ N/A |
| Auto GPS mileage tracking | ✓ Built in — per lead | ✗ Separate app required |
| PDF estimates & invoices | ✓ Built in | ✗ Separate app required |
| Follow-up push notifications | ✓ Exact date reminders | ✗ Not available |
| Monthly price | ✓ $9.99/month | ✗ N/A |
| Free tier | ✓ First 3 leads, no card | ✗ N/A |
There was never a simple checklist. Until now.
Most contractors don't have a qualification system because no one gave them one. Sales training focuses on closing. Business coaching focuses on marketing. The 5-minute phone screen that separates profitable contractors from busy-and-broke ones is almost never taught explicitly.
5 minutes on the phone saves 2–3 hours in the field on Bad Fit leads.
The checklist below is simple. It asks 5 questions. Each question gets a +1, 0, or -1. The total tells you what to do next. Run it consistently for 30 days and your close rate will improve — not because you got better at selling, but because you stopped quoting leads that were never going to close.
Lead Score turns this checklist into a digital system. Instead of paper, you score each factor in the app during or immediately after the call. The score is saved to the lead card. Over time, your dashboard shows which factors are most predictive in your market — so the checklist gets sharper with every lead you score.
"I ran this checklist on every call for a month. My close rate went from 15% to 38%. I wasn't closing better — I was filtering smarter."
Painting contractor, Lead Score user 2026
Ask these on every inbound call. Score each +1, 0, or -1.
Question 1 — Project Fit: Is this a project your business handles well and profitably? +1 if it's in your wheelhouse and margins are good. 0 if it's borderline. -1 if it's outside your specialty or your margin would be thin. Question 2 — Budget Fit: Does their budget match your pricing? +1 if they confirm a realistic number. 0 if they're vague. -1 if they name a number well below your minimum or refuse to discuss it at all.
Question 3 — Decision Maker: Are you speaking with the person who can approve the work? +1 if the homeowner/owner confirms they're the decision maker. 0 if a spouse, partner, or landlord also needs to approve. -1 if you're clearly speaking with someone who has no authority to hire you. Question 4 — Motivation: Do they have a clear, urgent reason to act now? +1 if there's a specific event driving the project (leak, sale, renovation timeline). 0 if they're planning but not urgent. -1 if they're just 'thinking about it someday.'
Question 5 — Timeline: Is this project moving forward soon? +1 if they want to start within 30 days. 0 if they're thinking about 60–90 days. -1 if the timeline is vague, distant, or dependent on factors outside their control. Scoring: 4–5 = Great Fit (act fast). 2–3 = Possible Fit (site visit OK). 0–1 = Unclear Fit (one clarifying question first). -1 or below = Bad Fit (polite no now).
What your current app stack actually costs.
Most solo contractors run 4–5 separate apps. Here's the monthly total — and what Lead Score costs to replace all of them.
Or go annual at $59.99/year — less than $5/month for the full stack.
Clear pricing. No surprises.
No qualification system
Instinct only
inconsistent results · No data to improve from
- ✗ No lead qualification
- ✗ No pipeline analytics
- ✗ Separate tool — one workflow
Lead Score
$9.99
$59.99/year or $99 lifetime
- ✓ 5-factor lead scoring
- ✓ Auto GPS mileage tracking
- ✓ PDF estimates and invoices
- ✓ No account — local storage
- ✓ Works fully offline
- ✓ First 3 leads free
Who should use what.
This checklist works on paper. It works better in Lead Score — because every score is saved, every outcome is tracked, and after 30 leads your dashboard shows which questions are most predictive in your specific trade and market.
Download Lead Score and run the checklist digitally on your next 3 leads — free, no card required. See what the data shows after your first month.
What contractors ask before switching.
5 questions. 5 minutes. Fewer wasted afternoons.
Score your first 3 leads free in Lead Score. Track the checklist automatically.
Free tier · No account required · iOS & Android · Works offline