---
title: "SaaS lead scoring and routing Template | RightMessage"
description: "Capture industry, timeline, and buying signals from new leads. Score them automatically and route high-value leads to demos, mid-tier to SDRs, and the rest to self-serve trials."
canonical: "https://rightmessage.com/templates/saas-new-lead-survey-and-qualification"
last-updated: 2025-05-27
---

# SaaS lead scoring and routing

Capture industry, timeline, and buying signals from new leads. Score them automatically and route high-value leads to demos, mid-tier to SDRs, and the rest to self-serve trials.

Score and route every inbound lead automatically

[Start with this template](https://app.rightmessage.com/register?nocc=true)[Browse all templates](https://rightmessage.com/templates)

Best for

SaaS sales teams who need to prioritize leads by quality

## Explore the flow.

Drag to pan, use the controls to zoom, or focus the canvas and navigate with the arrow keys.

Flows/**SaaS lead scoring and routing**

Drag to pan

## Questions in this template:

You can tweak any of these questions after installation.

1. 01

   ### When are you looking to start implementing a new solution?

   - Immediately
   - Near-term (1-3 months)
   - Medium-term (3-6 months)
   - Long-term (6+ months)
   - Just exploring for now

2. 02

   ### How did you discover \[COMPANY]?

   - Search Engine
   - Social Media
   - Referral/Word of Mouth
   - Industry Publication
   - INT_OTHER
   - Other

3. 03

   ### What industry best describes your business?

   - eCommerce
   - B2B Services
   - SaaS/Technology
   - Retail/Consumer
   - INT_OTHER
   - Other

4. 04

   ### Which best describes your role at your company?

   - Business Owner/CEO
   - Director/Manager
   - Individual Contributor
   - Consultant
   - INT_OTHER
   - Other

5. 05

   ### How would you rate your understanding of \[PROBLEM DOMAIN]?

   - Expert - I've been working in this area for years
   - Knowledgeable - I understand the key concepts
   - Learning - I'm still getting up to speed
   - Novice - This is new territory for me

6. 06

   ### What's your primary motivation in \[COMPANY]?

   - Experiencing active problems that need immediate solving
   - Planning ahead for anticipated future needs
   - Generally researching options with no immediate plans
   - INT_OTHER
   - Other

7. 07

   ### Thanks! How are you currently managing \[PROBLEM DOMAIN]?

   - Using spreadsheets/manual processes
   - Using multiple disconnected tools
   - Using a competitor's solution
   - INT_OTHER
   - Other

8. 08

   ### What's been your biggest challenge in \[SOMETHING RELATED TO THEIR PROBLEM DOMAIN]?

   - Lack of time and resources
   - Difficulty measuring ROI
   - Too many channels to manage
   - Limited technical expertise
   - INT_OTHER
   - Other

9. 09

   ### Are you already doing \[SOMETHING RELATED TO YOUR BUSINESS]?

   - Yes
   - No

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## Want to build this in your account?

Start with the mapped flow, then keep only the questions, logic, and next steps that fit your campaign.

[Start with this template](https://app.rightmessage.com/register?nocc=true)[Browse all templates](https://rightmessage.com/templates)