LEADSCORER / APPOINTMENT REVIEW WORKSHEET
Blank template — complete against your agreed engagement criteria.
https://www.leadscorer.co/appointment-setting#appointment-review

Review owner: ____________________
Review date: ____________________
CRM appointment reference (not personal details): ____________________
Written qualification standard and version: ____________________
Were the criteria and review owner agreed before launch? Yes / No

For each check, record Confirmed / Not met / Not yet evidenced.
Include the evidence reference and date. Do not treat an unknown as confirmed.

1. COMPANY FIT
Agreed sector, market, size and account exclusions.
Status: ____________________
Evidence reference / date: ____________________

2. BUYER FIT
Role and connection to the buying decision. A senior title alone is not enough.
Status: ____________________
Evidence reference / date: ____________________

3. REASON TO TALK
Relevant problem or use case in the buyer's own words. Do not infer budget or urgency.
Status: ____________________
Evidence reference / date: ____________________

4. INFORMED INTENT
Buyer understands the purpose and has agreed to the conversation.
Status: ____________________
Evidence reference / date: ____________________

5. COMMERCIAL FIT
Engagement-specific commercial boundaries agreed before launch.
Status: ____________________
Evidence reference / date: ____________________

6. DUPLICATES AND EXCLUSIONS
Existing customers, open opportunities, suppressed contacts and other agreed exclusions.
Status: ____________________
Evidence reference / date: ____________________

ATTENDANCE
Not confirmed / Scheduled / Held / No-show / Rescheduled, not yet held
Evidence reference / date: ____________________

HUMAN REVIEW
Final decision and rationale: ____________________
Missing evidence and next action: ____________________
Follow-up owner / due date: ____________________

Keep booked, held, accepted and opportunity outcomes separate.
A held meeting does not resolve missing qualification evidence.
Keep prospect details in your approved CRM and use reference IDs here.
This worksheet is a review aid, not a contract, verification service, billing
decision, replacement guarantee or revenue forecast. Apply your agreed terms.