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Qualifying leads by phone: the five questions worth asking

Clio Team · Aug 30, 2026 · 6 min read

Qualification is about sorting, not interrogating. Every question should change what happens next.

Questions that earn their place

  • What are they trying to do?
  • When do they need it by?
  • Who else is involved in the decision?
  • Have they used something similar before?
  • What is the best way to follow up?

Score, then route

Decide in advance which answers mean a warm lead, and send those to a person the same day.

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