Multi-Page Prospect Qualification & Acceptance Template

Multi-Page Prospect Qualification & Acceptance Template provides structured worksheets for business planning and review.

What’s included

• 2 worksheet pages: Prospect Qualification Profile; Fit Review & Acceptance Decision.
• Canva template access via the included access PDF.

How it helps

• Qualify before onboarding — review important prospect information before moving someone into your client workflow.
• Understand the opportunity — capture goals, needs, scope, budget information, and timeline expectations in one place.
• Create consistent criteria — use your own qualification standards instead of relying only on instinct.
• Spot unanswered questions — identify missing information before making a decision.

Easy to use

Add your own text in Canva. Color-customizable.

Digital product

This is a digital product. No physical item will be shipped. Static worksheets completed manually; no automated calculations or software integrations.