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Readiness Scorecard

Score readiness.

A readiness scorecard helps the team decide whether an inquiry should move to sales review, specialist handoff, proposal follow-up, nurture, or disqualification.

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Direct answer

A readiness scorecard should guide routing.

Score buyer role, project stage, site status, timeline, budget confidence, technical match, missing info, and next action before the inquiry reaches expensive specialist capacity.

Green

Clear buyer role, real project, relevant need, known timeline, budget confidence, owner assigned, and next action set.

  • Real project
  • Owner assigned
  • Next action

Yellow

Promising opportunity, but missing site, specs, capacity, timeline, authority, or budget context.

  • Promising
  • Missing context
  • Clarify first

Red

Research-only, weak fit, no owner, no timeline, unclear need, or low-value request.

  • Research-only
  • Weak fit
  • No owner

Score fields

Score only what changes the next action.

A lightweight score is easier to use than a perfect score nobody updates.

Fit

Need, category, geography, buyer role, technical match, and project stage.

  • Need
  • Role
  • Stage

Readiness

Site, capacity, timeline, budget confidence, procurement path, and required inputs.

  • Site
  • Timeline
  • Inputs

Movement

Owner, next action, due date, specialist trigger, stale reason, and follow-up path.

  • Owner
  • Due date
  • Follow-up path

Related paths

Use the score to route the work.

A scorecard is only useful when it changes the owner, the follow-up, or the decision to involve specialists.

Inquiry routing

Use this when readiness score should decide the first owner.

  • Route
  • Owner
  • Next step
Open

Specialist qualification

Use this when the score should protect specialists from low-readiness work.

  • Gate
  • Handoff
  • Escalation
Open

Project readiness intake

Use this when the intake needs better fields before scoring can work.

  • Fields
  • Context
  • Readiness
Open

Next step

Start with the audit.

If there is a measurable revenue problem worth fixing, the Revenue Audit shows whether a Revenue System Sprint is the right next move.

Apply for a Revenue Audit