Sales Triage.
Lead Information
Lead Name
Company
Phone
Email
COLD
HOT
PRE-DEMO
Curiosity & Practice Snapshot
What caught your attention in the video?
Walk me through your practice — who do you primarily serve, and what does your pricing look like?
Where are you located, and how's your setup right now — solo, small team, or part of a group?
Light Discovery
Have you tried any tools or systems before to help with growth or patient flow?
If you could make one part of your practice smoother, what would it be?
What would success look like for you in the next 6–12 months?
What's your target revenue over that timeframe? And how far from that target are you right now? Specifically?
Soft Next Step
Would you like me to set up a demo with JonCameron?
Lead Grade
Rate the quality of this lead
1
DQ
Disqualified
2
TRIAGE
Needs Further Triage
3
GOOD
Good Lead
4
GREAT
Great Lead
Additional Notes
Any other details or observations from the call
SUBMIT TO ROAM