Who they are
Qualify
C
✓
Already spending money on marketing
✓
I am talking to the decision-maker
✓
They have a real deadline or season pressure
✓
Invisible in AI / Google search for their category
What they need
What happens next
Also snap a photo of their card or booth banner right now — the company name here is what you'll match it to later.
0A — HOT
0B — WARM
0C — NURTURE
Download CSV opens in Excel or Google Sheets. If the download is blocked on your phone, use Copy CSV and paste it into a blank sheet.
Danger zone
Clearing removes every lead from this device permanently (already-synced leads stay in the database). Export first.