Green
Clear buyer role, real project, relevant need, known timeline, budget confidence, owner assigned, and next action set.
- Real project
- Owner assigned
- Next action
Engine for technical B2B · Readiness Scorecard
Score readiness.
A readiness scorecard helps the team decide whether an inquiry should move to sales review, specialist handoff, proposal follow-up, later follow-up, or disqualification.
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.
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
Specialist qualification
Use this when the score should protect specialists from low-readiness work.
- Gate
- Handoff
- Escalation
Project readiness intake
Use this when the intake needs better fields before scoring can work.
- Fields
- Context
- Readiness
Next step
Score inquiries on what changes the next step.
We help you choose the handful of readiness signals worth scoring and test them against deals you already won or lost.
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