Qualification rubric template (free CSV download)

A qualification rubric template that makes every yes defensible

Qualification rubric template is a free CSV template for sales teams qualifying leads the same way every time. Download it, keep it, adapt it - sample rows are filled in so the shape is obvious.

For sales teams qualifying leads the same way every time. Download the CSV, keep it, adapt it. Sample rows are filled in so the shape is obvious.

What is inside

Criterion	Pass signal	Fail signal	Weight
Sample: Budget	Named budget line or range	No budget this year	High
Sample: Authority	Economic buyer in the loop	Champion only	High
Sample: Timeline	Decision inside 90 days	No date	Medium

Sample rows shown. Replace them with your real work.

Limits

A rubric, not a verdict: pass/fail stays with your team.

The standing version

The Qualification Agent ($19 one-time) runs this as a workflow in your own Drive: it fills this structure from your real inputs, shows evidence per row, and stops at every human decision.

Questions people ask

Is this template really free?

Yes. One CSV download, no signup, no email required.

Can I edit the template?

Yes - it is a plain CSV. Open it in Google Sheets, Excel or Numbers and change anything.

Is there an agent that keeps this updated for me?

Yes - where a standing agent exists for this workflow it is linked on the page, $19 one-time.

Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.