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Free course template · Global

Prospecting and lead qualification: Finding, qualifying and booking the right buyers

A ready-made course, live deck and two surveys for sdrs. AhaSlides tracks progress, completion and scores for you. 45 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

By Cheryl Duong

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Prospecting and lead qualification: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 11 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Prospecting and lead qualification: Finding, qualifying and booking the right buyers course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 45 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Defining the ideal customer and qualification criteria · 9 min

    Before you begin · Ines's full pipeline · Who is worth a call?

  • Lesson 2: Sources, social selling and outreach messages · 9 min

    Where leads come from · A good outreach message · Rank the messages

  • Lesson 3: Qualifying a lead: budget, authority, need and timing · 9 min

    Four questions · Score the lead · Check

  • Lesson 4: Grey areas: follow-up cadence and tracking · 9 min

    Scenario · Scenario · Scenario

  • Lesson 5: Respecting consent and data rules, and who to ask · 6 min

    Rules at overview level · Who to ask

  • Lesson 6: Final assessment · 3 min

    Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At onboarding for SDRs and business developers, at the start of a new campaign, and annually for the consent and data rules.

SDRs, business developers, branch and small-business sales staff (run by L&D with sales operations or marketing).

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Sales enablement contact
  • Compliance contact
  • Escalation route
  • Sales playbook link
  • Sales conduct policy link
  • Ideal customer profile link
  • Lead scoring guide link
  • Outreach consent process
  • LMS or record system
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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