Valverax LLC
Porch & Sunroom Enclosures · Matthews, NC
Project Qualification Intake Form
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Lead score
Answer questions to see live lead score
Pain Budget DM Present Hot Timeline Belief Risk
Belfort prospect type — Complete the form to classify this lead
1 Contact Information
2 Pain & Desired Outcome Belfort: establish the pain before presenting any solution
Listen for specifics — bugs, pollen, rain, UV, underuse. The more precise, the higher the pain score.
This is future-pace ammunition. Record their exact words — the rep will use them verbatim during the appointment.
Surfaces their buying criteria in their own words. Rep should reference these at the close.
3 Project Overview
4 Property Conditions Shapes configuration recommendation before price conversation
5 Timeline & Urgency Belfort: urgency = motivation. Low urgency = raise pain before close.
6 Investment Range Belfort: surface budget indirectly — never make them feel screened
This surfaces their anchor without demanding a budget. Note any number they mention.
7 Decision Process Belfort: no decision-maker = no close. Know this before sending a rep.
Belfort: uncover contractor beliefs before the appointment — flag any negative history so the rep walks in prepared.
8 Caller Energy & Archetype Signal For intake staff — observe tone and language to pre-brief the sales rep
Verbatim language the rep can mirror back during the appointment.
Office Use Only Lead Scoring & Routing
Belfort Prospect Type — Field Reference
Buyer in Heat 10–20% of funnel. Huge pain, decided to act now. High urgency. Score 75+. → Schedule immediately, rep should close at the appointment.
Buyer in Power 30–40% of funnel. Real need, no urgency yet. Takes their time. Score 45–74. → Schedule + send content to build certainty before the visit.
Lookie-Loo 30–40% of funnel. Appears interested but signals don't stack up — no real commitment. Score 20–44. → Short follow-up sequence only. Do not send a rep until signals improve.
Mistake Remainder. Wrong fit — no pain, no budget, no desire. Score below 20. → Politely disqualify. No further time investment.
DM Not Present Regardless of Belfort type — rep's goal is to book a second visit with all decision-makers. Do not attempt to close on the first appointment.
Belief Risk High Flag the rep before they walk in. Rep uses Skeptic playbook — proof before promises, offer references proactively, never oversell.