01 / Evidence fileInquiry via the website
Sample lead A
Does the company fit?Yes, core industry
Example: service business with a matching team size.
Does the lead match your target group?
Peak CRM · Lead qualificationSample data · No real leads
Not every lead first.The right one first.
New inquiries arrive unordered. With the same fit questions for every lead you quickly see who fits and what to do next.
What decides it for you?
Does the lead match your target group?
Fit over noise
Not every lead deserves the same time.
The same fit questions for every lead. A next action that matches the result.
01 / Your first perspectiveSample lead AInquiry via the website
02 / Your second perspectiveSample lead BContact from a trade fair
01 / The basis for deciding
Two leads. The same fit questions.
Pick a focus. Each row asks both sample leads the same question. All values are made-up examples.
4 dimensions · Same standard for both options
02 / Evidence fileContact from a trade fair
Sample lead B
Does the company fit?Partly
Example: industry fits, team size still unknown.
Does the lead match your target group?
| The criterion | Sample lead A | Sample lead B |
|---|---|---|
| Does the company fit?Does the lead match your target group? | Sample lead AYes, core industry Example: service business with a matching team size. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page | Sample lead BPartly Example: industry fits, team size still unknown. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page |
| Concrete needIs there a real problem? | Sample lead AClearly described Example: the inquiry names a goal and a time frame. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page | Sample lead BStill open Example: only a business card, no concern noted. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page |
| TimingWhen does the lead want to decide? | Sample lead AThis quarter Example: wants to start within the next few weeks. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page | Sample lead BUnknown Example: no timing given. Stays open, not estimated. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page |
| Next actionWhat happens next? | Sample lead AOffer a meeting Example: high fit and a clear need justify a first call. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page | Sample lead BClarify the need Example: one short question before investing time. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page |
Transparency is part of the comparison.
Source code is evidence of implementation. It does not replace a current live test.
Our standard
No secret score.Rules you set yourself.
A lead score is only as good as its rules. In Peak CRM every point names the rule it comes from.
Traceable points
Every point names its rule.
Source, field value and classification are weighted visibly, not hidden.
- 01
Same questions
Every lead goes through the same fit questions, whatever the source.
- 02
Rule visible
Points come from rules such as source, field value or classification, and every rule is named.
- 03
Unknown isn't no
If something is missing, it stays open and doesn't quietly lower the lead.
02 / From feature to moment
Check your latest inquiries.
Pick a check and apply it to two real inquiries from last week.
Where do you want to start?
Take two new inquiries from last week and ask both the same fit questions.
Your checkFor both options
The same task
Fit in one sentence
Write one sentence for each lead on why it fits or doesn't.
What you check
You have a clear fit statement for both.
Backed by code
Features marked “built” in the Peak CRM requirement register. A register doesn't replace your own test in your workspace.
Source checked:
Peak-Admin/peak-one@191601e · docs/prd/peak-crm-prd.md (requirement register)Task selected. No test run.
See the steps03 / Before the next step
Your rules in Peak CRM.
Set which source, field value and classification earn how many points. Points are computed when read and stay traceable.
- 01Write down fit criteria
- 02Turn rules into points
- 03Filter leads by points
Switching is a separate decision. Prepare it and keep the open evidence in view.
From verdict to action
Qualified means: next step is clear.
A good lead gets a meeting, a poor fit gets a friendly no.
The next sensible step
The right leads first.
Start Peak CRM, set your fit rules and work on the right leads first.
Start Peak CRMThe sample leads are made up. Lead points from rules per the Peak CRM register; check them with your own rules.
Clarity instead of piles
The right leads first.
Your rules decide the order, not chance.
Frequently asked questions
Which criteria can I use?
Fields of your contacts and deals, such as industry, size, source or activity. You decide how much each criterion counts.
Can I override the score?
Yes. The score is a suggestion; you make the decision.
Are the leads in the comparison real?
No, they are labelled examples for illustration.