You’re just getting started!
Posted: Sat Apr 05, 2025 5:22 am
Completing the conversation and establishing that the account meets criteria.
Confirming client information and processing in CRM.
Understanding the client’s buying position.
Establishing a specific follow-up.
Confirming lead source accuracy.
At this stage, your opportunity is only 0% to 5% complete in the sales pipeline, as you haven’t qualified the prospect or begun the sales process yet.
However, it’s important to add the opportunity into the pipeline even at this early stage in order to track how many initial leads transfer into real, qualified leads and then lead to close.
In large part, adding leads this early is about women database data gathering for later.
Stage 2: Pre-Qualification
After initial contact is made, you are now establishing credibility and rapport with the opportunity during the pre-qualification stage.
As a seller, you are confirming the prospect’s desire for a solution and the time frame in which they’re working, as well as beginning to establish “why us,” as in why the prospect reached out to your company and what about your company stands out to them.
The final objective of this stage is identification of key individuals, including CXO, VPX, directors and officers.
Confirming client information and processing in CRM.
Understanding the client’s buying position.
Establishing a specific follow-up.
Confirming lead source accuracy.
At this stage, your opportunity is only 0% to 5% complete in the sales pipeline, as you haven’t qualified the prospect or begun the sales process yet.
However, it’s important to add the opportunity into the pipeline even at this early stage in order to track how many initial leads transfer into real, qualified leads and then lead to close.
In large part, adding leads this early is about women database data gathering for later.
Stage 2: Pre-Qualification
After initial contact is made, you are now establishing credibility and rapport with the opportunity during the pre-qualification stage.
As a seller, you are confirming the prospect’s desire for a solution and the time frame in which they’re working, as well as beginning to establish “why us,” as in why the prospect reached out to your company and what about your company stands out to them.
The final objective of this stage is identification of key individuals, including CXO, VPX, directors and officers.