Sales Qualification

Template

Identifying ideal long-term customers is easier said than done. Simplify the process with our sales qualification template.

Sales Qualification
Clock Icon
Wednesday, August 17, 11.00am - 11.30am
MinimizeClose
BoldItalicsUnderlineFormatBulletNumberedLinkEmojiMentionTagAttach

Background

Get a high-level overview of the lead to gauge how well they match your ideal customer profile. What do they do? What industry are they in? How big is their company?

Context

How did they find out about us? What compelled them to approach us? Are they a referral? Did they see an ad?

Define Success

What are the prospect's main objectives and ideal outcomes (both qualitative and quantitative)? How does our product help?

Pain Points

What are the prospect's main pain points right now? Why are they seeking a solution now? What prevented them before?

Competition

How are they dealing with these challenges? Do they currently use any competing products or vendors? What other solutions are they evaluating?

Why Our Solution?

What unique value does our solution provide for the prospect? What benefits or features are they most interested in?

Timeline

What is the timeline for implementation? When does the potential customer need a solution in place by?

Budget

What are they currently spending on this issue? Do they have a budget allocated for it? If not, when do they expect they will?

Causes for Concern

Has the potential customer raised any concerns about our offering? What obstacles could crop up and derail implementation? How can we address these?

Other Helpful Notes

Are there any other topics or discussion points you should note and share with colleagues?

Main Takeaways

Do you qualify this lead as an ideal long-term successful customer? Why or why not?

Take Action

What are the next steps? Share key information and actionable steps with your team.

Add to Agenda IconAsana logoSalesforce LogoJira logoFreshdesk LogoTrello LogoZendesk logoPlus Icon
Connect Apps...
Teammates Icon
All Teammates
Post to
Slack Icon
meetings
Save template
Team Icon
@design
Team Icon
@engineering
Team Icon
@marketing
User Icon
Aaron Matthew
User Icon
Bernadette Grant
User Icon
Edith Lewis

How to use this template

Sales qualification is the first step companies take toward a successful customer relationship. But filtering through numerous leads to determine if they have potential to become long-term customers can be exhausting and time-intensive. Our sales qualification template simplifies the process so you can efficiently make an effective judgment.

Each organization has its own unique approach to sales qualification. Whether you qualify during cold calls or sales appointments, this meeting note template is customizable so you can ask the right questions and capture the correct insights. Tailor it to suit your needs and ensure your leads fit all of the criteria needed for an ideal relationship.

But our outline doesn't only help you evaluate each lead better. It also allows you to establish unparalleled alignment with your team members further down your sales funnel. With centralization and sharing capabilities, this sales qualification template gives your team all the information they need to quickly pick up where you left off.

By illuminating a deeper understanding of each potential customer and sharing this data, you're setting your team members up for meaningful action. And highlighting the next steps needed has never been easier before this meeting note template. With a few simple clicks, you can turn any insight into an assignable action.

Use this sales qualification template to streamline the process of identifying and catalyzing long-term customer success.

Hugo is a common platform for your team to save and share meeting insights, in real time.
From your meeting notes, Hugo enables you to break down silos and bring everyone into the conversation - whether or not they were in the room during the meeting!
Connect your team in seconds
Hugo Event Page Screenshot