Lead Qualification Checklist — Leapmotor
Use this checklist during the first call or during the Qualified stage. Fill in directly, then drag this article into the lead's chatter as a note.
1. Contact & Context
- Confirmed correct contact name, phone, and email
- Confirmed which dealer/location is most convenient for the customer
- Lead type confirmed: Private (B2C) / Fleet (B2B)
2. Use Case & Driving Profile
- Typical daily/weekly mileage:
- Primary use case (commuting, family, business, delivery, other):
- Current vehicle (make, model, fuel type, approx. mileage):
- Trade-in interest: Yes / No — estimated condition/mileage:
3. Charging Situation
- Home charging available: Yes / No (own garage, shared parking, street parking)
- Workplace charging available: Yes / No
- Comfortable relying on public fast-charging: Yes / No
4. Budget & Financing
- Budget range: _______________
- Financing or leasing of interest: Yes / No
- Preferred term (months): _______________
- Down payment discussed: _______________
5. Model Fit
- Model(s) of interest: T03 / B10 / C10 / B05 / undecided
- Key decision factors (range, price, design, size, performance): _______________
- Comparing against other brands: Yes / No — which: _______________
6. Timeline
- Desired purchase/delivery timeframe: _______________
- Any hard deadline (lease ending, event, relocation): _______________
7. Fleet-Specific (skip if private customer)
- Number of vehicles: _______________
- Depot charging infrastructure in place: Yes / No / Needs assessment
- Decision maker identified: _______________
- Procurement process (RFQ, direct purchase, leasing company involved): _______________
8. Next Step
- Test drive scheduled: Date/Time: _______________
- Proposal to be sent by: _______________
- Other action: _______________
Internal use only — Leapmotor CRM qualification template.