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salesperson using a checklist to disqualify bad fit prospects

“Purchaser beware.”

We’ve all heard that expression earlier than, and sadly, it’s as a result of buyer-seller relationships haven’t historically been nice. Outdated-school salespeople usually used aggressive and egocentric ways to win enterprise after which disappeared like Sasquatch within the Canadian mountains, so savvy patrons knew they needed to do due diligence to ensure they weren’t being scammed.

However within the fashionable gross sales panorama, increasingly more salespeople have began reforming their habits. “Vendor beware” is turning into the brand new norm.

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The Period of “Vendor Beware”

In fashionable gross sales, the impetus is on the salesperson and vendor to decide on, or qualify, the correct sort of consumer. Why? As a result of it’s the correct factor to do and within the twenty first century — you’re solely nearly as good as your public persona.

This units the muse for lengthy and wholesome relationships, ensures you’re constructing a high quality buyer ecosystem, and reduces churn. That’s why I’m not the largest fan of the one-call shut.

Each new buyer you convey on who isn’t the correct match presents a churn danger — and in the event that they don’t comply with by means of, take path in terms of implementation, or see worth from the product, their dangerous buyer expertise displays poorly on you and your organization.

Some legacy salespeople assume it is a wild perspective. They’re skilled to promote to anybody who needs to purchase and facilitate a fast shopping for course of — however as inbound salespeople, we all know who our merchandise are made for, and we should always solely be promoting to clients who’re going to leverage worth over time.

Salespeople who adhere to the inbound gross sales course of needs to be cautious to constantly assess their prospects at each stage of the method to allow them to present one of the best consequence for his or her prospect and their firm.

A few of the traits and behaviors that outline a good-fit purchaser are apparent, whereas others are a bit extra nuanced. Listed here are 21 indicators that it is best to disqualify a purchaser for being a poor match at every step of the inbound gross sales methodology — Determine, Join, Discover, and Advise.


On this stage, salespeople do analysis to start out the gross sales course of with prospects who seem to be good suits. Disqualifying on the Determine stage is essentially a perform of constructing certain you’re concentrating on the correct leads and is broad-based, so in most situations, you’re making an informed guess.

Indicators You Ought to Disqualify

  • Their firm’s dimension is far bigger or smaller than your typical buyer.
  • Their firm’s income is far greater or decrease than your typical buyer.
  • Their vertical market (i.e. business) doesn’t suit your goal market.
  • Their vertical market doesn’t function like your goal market.
  • The prospect will not be in your gross sales territory.
  • The prospect will not be in a time zone or nation that your nation can assist.


The Join stage is the primary time you’ll communicate with prospects. The purpose of this stage is to grasp in case your particular level of contact is the correct individual to talk to, if they’ve a perceived want, and if the necessity goes to be addressed (or if the corporate remains to be within the instructional part).

Indicators You Ought to Disqualify

  • The prospect is discourteous, impolite, and purposely makes interplay troublesome.
  • The prospect responds with feelings moderately than info (this generally is a adverse or optimistic response, however often signifies that the prospect doesn’t know sufficient about firm priorities to decide.)
  • The prospect is impulsive and goes from extraordinarily excited to apathetic and again once more.
  • The prospect doesn’t wish to reply any of your questions.
  • The prospect needs to run the gross sales course of themselves and gained’t compromise on something.


Through the Discover course of, a salesman’s purpose is to grasp the nuances of their purchaser’s targets, plans, and challenges. Begin on the lookout for alignment between your prospect’s targets and your capabilities. You also needs to proceed probing into whether or not your prospect is one of the best level of contact.

Indicators You Ought to Disqualify

  • The prospect makes dishonest or conflicting statements that don’t add up.
  • The prospect is unwilling to take path and appears aggressive — moderately than keen to work with you to type a plan.
  • The prospect doesn’t have the sources to efficiently implement your product (time, cash, or workers).
  • The prospect may be very disorganized and might’t spend time with you.
  • Your product is required however isn’t an organization precedence proper now.


Through the Advise stage, salespeople take all the knowledge they’ve gathered in the course of the gross sales course of and current a personalized plan tailor-made to the prospect’s particular wants and targets. Search for indicators that your prospect is or isn‘t able to approve the deal, and whether or not they’ll achieve success in the event that they do.

Indicators You Ought to Disqualify

  • The prospect suffers from “magic wand syndrome” and doesn’t understand that implementing your product will take work.
  • The prospect doesn’t comply with your path (e.g. you ask them to learn a selected piece of content material or do an train to show them one thing, they usually don’t do it).
  • The prospect cancels conferences with quick or no discover a number of occasions.
  • The prospect appears to be going by means of the motions and isn’t actually keen to comply with your lead.
  • It’s important to go over the identical materials greater than thrice earlier than your prospect “will get” it.

It takes an skilled salesperson to acknowledge when they need to disqualify a deal. Nearly all prospects will present a few of these indicators, so it’s as much as you to chalk it as much as a lack of knowledge or nervousness versus an precise poor match. The secret is to be 100% clear, have open conversations together with your prospects, and set expectations at each step of the method.

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