An ISA lead call scorecard, 100 points.
Points are illustrative. Fit them to your lead sources and the qualifying framework your ISAs train on.
| Criterion | Observable behavior | Points |
|---|---|---|
| Opening on the inquiry | Names the lead, the source, and the property or area they asked about | 10 |
| Motivation and timeline | Asks why the lead is moving and when | 20 |
| Agent and financing status | Confirms whether the lead is working with an agent and where financing stands | 15 |
| Objection handling | Uses the trained response when the lead says they are just looking | 15 |
| Appointment set | Proposes a specific day and time and confirms it | 20 |
| Next step and contact | Confirms the callback number and the follow up plan | 10 |
| CRM disposition | Logs a status that matches the conversation | 10 |
| Total | 100 |
Illustrative review flags
- A call continued after the lead asked for no further contact
- A call where the ISA never identifies themselves or the brokerage
- A qualifying question that touches familial status, disability, national origin, or another protected class
