Prospect Fit Matrix

A prospect fit matrix serves as a “cheat sheet” for assessing if a lead is a good or bad opportunity.

If you skip screening leads for quality before passing them to sales, you're not only creating friction between departments, but you're also wasting your sales reps' time focusing on illegitimate opportunities.

A prospect fit matrix allows you to see where a prospect falls in terms of fit level and interest level and lays out a systematic approach for triaging prospects depending on their category.

How to use this template

In this free download, we've included a matrix for categorizing prospects based on their fit and interest levels and a template for deciding what actions to take with the prospect next. 

If you're looking for a more in-depth breakdown of using a prospect fit matrix, you can follow along with our blog as you're filling out your template.