Fill this in based on what you already know about the lead. Every question maps to a real signal about where they stand in their decision. The output will classify their readiness and tell you the exact right next step. Every score band maps to a specific stage in the conversation flow: qualify stage first, then active searching path or research path, then clarity session close. Do not override the classification with emotion or pressure to move fast.
Where is the lead in their journey right now?
Ask: Are you still exploring options, or do you already have a clear direction?
Do they need to sell a current property first?
Ask: Do you own a property now, and does it need to be sold before you can buy?
Is their financial position clear?
Ask: Have you done a financial calculation yet? Do you know your budget, CPF, and cash position?
Are there other decision makers involved?
Ask: Is this a decision you make alone, or is your spouse or family part of this?
How many agents have they spoken to?
More agents usually means more serious. But it also means more confused. This tells you how much clarity work is needed.
Is their timeline clear?
Ask: When are you hoping to make a move? Is there a specific date or event driving this?
Have they mentioned specific properties or projects?
Specific mentions mean they are already doing research. This is a strong positive signal.
Are they asking specific or general questions?
General questions suggest early stage thinking. Specific questions about pricing, timing, or unit selection suggest they are getting serious.
Paste what the lead said to you
Copy their WhatsApp message or write a short summary of what they shared. This helps surface the real problem behind their words.
Conversation Flow Reference
Step 1
Qualify first. Actively searching — or research and planning?
If Searching
Surface 3 risks: pricing safety, value retention, exit difficulty.