# Call qualification scorecard > Download an editable call qualification scorecard. Review service fit, geography, intent, and next steps with a shared rubric and space for uncertain evidence. Canonical page: https://getleadsource.io/templates/call-qualification-scorecard/ Agree what a good inquiry means ## Review the evidence. Make a consistent call. A long conversation is not automatically a qualified lead. Use this scorecard to separate starting requirements, useful context, and the final human review. [Download the scorecard](https://getleadsource.io/templates/call-qualification-scorecard/#download)[Understand the rubric](https://getleadsource.io/templates/call-qualification-scorecard/#qualification-rubric)[See a worked roofing report](https://getleadsource.io/docs/agency-reporting-example/)[Read the qualification guide](https://getleadsource.io/learn/measure-qualified-phone-calls/) A practical starting point ### Your next review, already structured. XLSX workbook · editable review rubric · no signup [Download qualification scorecard ↓](https://getleadsource.io/assets/templates/call-qualification-scorecard.xlsx) Use Excel or another compatible spreadsheet application. Business inputs start blank; formulas are included. Starting gates Service fit · geography fit · new opportunity Context Need · timing · involvement · relevance · next step Uncertain evidence Keep the inquiry in review Final decision Human judgment with recorded reasoning 01 ### Separate requirements from useful context. The workbook begins with three illustrative gates: service fit, geography fit, and whether the call represents a new opportunity. Reviewers select Yes, No, or Unknown. All three Yes answers meet the starting rule; any No means the call does not meet that rule; incomplete or uncertain evidence remains in review. These are editable starting criteria, not a Lead Source product default or a universal definition of a qualified call. Agree the service scope, territory, duplicate window, and exclusions before reviewing a batch. A business may need different gates, and payment agreements may use separate rules. Service fit Does the request match something this business actually provides? Record uncertainty when the request is ambiguous. Geography fit Is the requested service location within the agreed area? Do not infer service location from a phone number alone. New opportunity Is this a new relevant inquiry, rather than spam, a duplicate, or an update about an existing case? 02 ### Score context without hiding uncertainty. Five illustrative context criteria each receive zero, one, or two points: need clarity, timing, decision involvement, conversation relevance, and readiness for a next step. The total appears only after all five numeric scores are entered. A measured zero is different from a blank review. The ten-point total is a discussion aid. It does not override the starting gates or automatically determine whether a call is qualified, billable, or likely to close. Keep the final decision and supporting evidence in the human review area. Adapt the rubric when it rewards behavior that does not match your actual buying process. 03 ### Calibrate before you compare. - 01 #### Review the same sample Have two reviewers independently evaluate a small, representative set of calls using the same written rule. - 02 #### Discuss disagreements Identify whether the difference came from missing evidence, an ambiguous definition, or an inconsistent application of the rule. - 03 #### Refine the rubric Make the criterion specific enough that another reviewer can apply it. Record when the rule changed. - 04 #### Recheck over time Review a fresh sample periodically and after major campaign changes. Keep quality separate from sales handling and payment decisions. [Turn reviews into an agency report](https://getleadsource.io/templates/agency-call-report/)[Explore call qualification](https://getleadsource.io/features/call-qualification/) Frequently asked questions ### A few more things, explained. Explore the details. Open a question for the answer. What does the downloadable call scorecard evaluate? + It evaluates three starting qualification gates and five context criteria, then provides space for a final human decision, evidence, and next action. Is this scorecard the qualification logic built into Lead Source? + No. It is an editable review worksheet with an illustrative rubric. Product configuration and campaign agreements should be evaluated separately. How does the scorecard handle an Unknown gate? + An Unknown or blank gate keeps the result in Needs review unless another gate is No. Uncertainty is not silently treated as evidence that a call qualifies. What does Meets starting rule mean in this workbook? + It means all three illustrative gates were marked Yes. It does not certify that the caller will buy, that the call is billable, or that every business requirement was covered. Does a high score override a failed qualification gate? + No. The context score is separate from the starting-rule result. A relevant conversation can still fail a required service or geography condition. How many points are available in this call review rubric? + There are five context criteria with zero, one, or two points each, for a maximum of ten. The workbook does not impose a universal passing score. Why does the scorecard say Not scored? + At least one context score is missing or is not numeric. Enter a score for every criterion after reviewing the evidence; use zero only when the rubric actually supports zero. Should call length be a gate in this scorecard? + Duration can help prioritize review, but it does not establish service fit or buying intent by itself. If you use a duration rule, document its purpose and limitations. How should a reviewer treat repeat callers in the worksheet? + Apply a stated duplicate or opportunity rule. A follow-up may be useful for the business without representing another new inquiry for acquisition reporting. Can a missed call be scored using the same rubric? + Only score evidence you actually have. A missed call often lacks enough conversation context, so leave uncertain items in review and consider any later follow-up separately. Can our team change the scorecard's geography criterion? + Yes. Define the real service area for the campaign. Do not infer a caller's requested service location solely from their phone number or area code. How can two reviewers use this scorecard consistently? + Review the same sample independently, compare disagreements, and clarify the written criteria. Repeat calibration after meaningful changes to the campaign or rubric. Does the scorecard determine whether a publisher should be paid? + No. Billability depends on the applicable campaign agreement and evidence. Keep that decision separate from this general lead-quality worksheet. Should caller personal details be entered into the scorecard? + Use only the information needed for the review and sharing context. The workbook is designed around descriptive review labels and evidence notes rather than collecting sensitive caller details. How do scorecard results become a useful campaign metric? + Apply a consistent definition to a clearly scoped inquiry set, deduplicate opportunities, and report the number that qualify. Keep unreviewed inquiries and definition changes visible. Keep exploring [HVAC inquiry review↗](https://getleadsource.io/use-cases/hvac/)[Roofing inquiry review↗](https://getleadsource.io/use-cases/roofing/)[All templates↗](https://getleadsource.io/templates/)[Qualified-call guide↗](https://getleadsource.io/learn/measure-qualified-phone-calls/)[Agency report↗](https://getleadsource.io/templates/agency-call-report/) Meet your next growth tool ### Connect quality to the conversation behind it. Explore call review and attribution workflows that help your team understand each inquiry. [Explore the walkthrough](https://getleadsource.io/demo/)[Explore the platform](https://getleadsource.io/platform/)