# Qualification to proposal card

- Source: https://simeoncreatives.com/resources/qualification-to-proposal-card
- Hub: Business Growth & Case Studies

Fields, fit/no-fit, discovery, proposal, and follow-up for a service studio. Print it next to the scorecard. Traffic is not this page.

One row per inbound. If it cannot fill these fields, it is not qualified. Do not send a proposal to learn the fields.
Review the no-fit pile monthly. If everything is a fit, your who-line is mush.

```mermaid
flowchart LR
    I["Inbound"] --> Q["Qualify"]
    Q -->|Fit| D["Discovery"]
    Q -->|No fit| X["Polite exit"]
    D --> P["Proposal"]
    P --> F["Follow-up"]
```
*Qualify before you write. No-fit is a success if it was honest.*

## Qualify (must fill before a call is “sales”)

- [ ] They match the who-line
- [ ] Named job (website, brand, automation, search). Not “maybe later.”
- [ ] Timing window they said out loud
- [ ] They can buy (budget band or “we have an owner”). No invented numbers.

## Discovery

- [ ] The constraint they named (message, site, demand, follow-up, capacity)
- [ ] What they use now
- [ ] What would make this a good 90 days
- [ ] What would make them regret hiring anyone

## Fit / no-fit

- [ ] Fit: we can name the job, the owner, and a first deliverable
- [ ] No-fit reason (written, sent politely, not ghosted)
- [ ] Maybe is a date, not a personality

## Proposal and follow-up

- [ ] Dated artifact they can accept (PDF or scoped email). Not a vibe.
- [ ] In / out / change-order rule on the artifact
- [ ] Follow-up dates on the card. Two touches, then a close-the-loop note.
- [ ] CRM fields: source, qualify date, fit, proposal date, next date, owner

## Related guides

- [From qualified conversation to proposal](https://simeoncreatives.com/blog/qualified-conversation-to-proposal)
- [Service business growth scorecard](https://simeoncreatives.com/blog/service-business-growth-scorecard)
- [Core metrics sheet](https://simeoncreatives.com/resources/core-metrics-sheet)