TMG Lead Qualification Form TMG Lead Qualification Form Agent-facing qualification form. Complete sections in order while following the script. Section 1 Buyer Identification & Intake Before we dive into details, I’ll just confirm who I’m speaking with and how you found us. Buyer Name Organization Email Phone Lead Source Select source… Inbound Referral Outbound Returning Client Section 2 Event Architecture Tell me about the architecture of your event so I can route you properly. What kind of event is it and what date are you targeting? Where’s the venue, and is it secured? What’s the capacity? Is it ticketed, and what’s the typical ticket price? Event Type Select type… Concert Festival Corporate Church Private Fundraiser Other Event Date Event Confirmed? Select… Yes No Tentative Venue Name Venue Secured? Select… Yes No On Hold Venue Capacity Is Event Ticketed? Select… Yes No Average Ticket Price City State / Region Event Goals Revenue Awareness Ministry Community Donor Engagement Brand Engagement Section 3 Budget & Financial Readiness To make sure we don’t waste your time, what’s the working budget you’re approved for? Is funding already secured, or does it need internal approval or sponsorship? Budget (Stated) Budget Verified? Select… Yes No Partially Funding Status Select… Secured Awaiting Internal Approval Awaiting Sponsor Unclear Section 4 Decision Maker & Approval Path Walk me through how the decision gets made. Are you the final decision maker? If not, who approves the booking? How many people are involved, and what criteria do they use? Role of Caller Select… Final Decision Maker Coordinator Committee Member Other Decision Maker Identified? Select… Yes No Partially Decision Group Size Decision Criteria Decision Timeline Deposit Timeline Section 5 Artist Wishlist & Realism Who are the artists you’re most excited about? Are these firm requests or open to options? Why these artists—past performance, audience preference, internal request? Artists Requested Firm or Flexible? Select… Firm Flexible Flexibility Score (1–10) Realism Score (1–10) Reason for Artist Choice Section 6 Behavioral & Relationship Fit (Internal) This section is internal. Do not read to the buyer. Assess tone, clarity, respectfulness, responsiveness, and ease of doing business. Communication Rating (1–10) Is Easy to Work With? (1–10) Works With TMG Previously? Select… Yes No Pays On Time? Select… Yes No Unknown Section 7 Notes & Submission Call Notes Next Step Select… Send Options Schedule Follow-Up Awaiting Budget Awaiting Decision Move to Offer Close Out Lead Status Select… New Lead Qualifying Waiting on Buyer Ready for Offer Nurture Dead Submit Qualification
