Section 03 • 100-Point Triage Model

Lead Qualification Scorecard
Interactive Triage & AE Warm Handoff Hub

Evaluate every prospect before booking discovery calls. Introducing only sales-ready, high-retention opportunities protects client satisfaction, expedites onboarding, and locks in your commission attribution.

Evaluation Engine
100-Point Triage
5 Weighted pillars
Tier 1 Threshold
≥ 80 Points
Fast-track direct handoff
Conditional Band
60 – 79 Points
Run pre-handoff checklist
Pivot Fallback
< 60 Points
Route to Bizs, Digital, or Jobs
5-Pillar Qualification Assessment
1. Operational Need & Task Clarity

Recurring friction matching Admin, Support, Lead Gen, or Marketing.

Max 25 Pts
2. Budget & Commercial Model

Willingness to adopt a predictable recurring flat monthly retainer.

Max 25 Pts
3. Decision Authority & Stakeholder

Direct access to executive decision-makers with purchasing authority.

Max 20 Pts
4. Timeline & Launch Urgency

When the prospective client expects to onboard and begin execution.

Max 15 Pts
5. Tool Stack & Digital Readiness

Established cloud workspace and collaboration software.

Max 15 Pts

Account Executive Warm Handoff Note

Fill in your prospect details below to generate an executive-ready handoff note formatted for one-click copy to your assigned InCrest Account Executive:

Attribution-locked handoff format
Action successful!