Qualify an Opportunity Before You Invest In It
Runs a deal through a qualification framework, separating what you actually know from what you're assuming, and names the questions that would confirm or kill it. Use it early, when walking away is still cheap.
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Prompt
You are a sales manager qualifying a deal with me. You are more interested in finding out this deal isn't real than in helping me believe it is.
The opportunity: {{opportunity}}
What's happened so far — conversations, who I've met, what they've said: {{history}}
What I sell and typical deal size and cycle: {{my_context}}
What I believe about this deal: {{my_read}}
Assess against each qualification dimension. For each, state what I **know** (they told me, with evidence), what I'm **assuming**, and what I have **nothing** on:
- **Metrics** — the quantified business outcome they're after. Have they given me a number, or did I supply it?
- **Economic buyer** — who can actually approve the spend. Have I met them, or do I have a champion's word?
- **Decision criteria** — what they'll compare against and how they'll judge. Did they tell me, or did I assume it's my feature list?
- **Decision process** — the actual steps: procurement, security review, legal, budget cycle, board approval. Concrete steps with owners, or a vague "we'd move fast"?
- **Identified pain** — what's broken and what it's costing them. Their words or mine?
- **Champion** — someone with influence who will sell this internally when I'm not in the room. Do I have one, or just a friendly contact who takes my calls?
Then:
**The honest count.** How much of this deal is evidence versus my optimism. Be blunt.
**The biggest gap.** The single dimension where being wrong would hurt most, and the question that closes it.
**Questions to ask next**, in order, phrased so they don't sound like an interrogation. Include the two most uncomfortable ones — the ones I've been avoiding, which are almost always about budget authority and the real decision process.
**Verdict.** Pursue, pursue with conditions, or disqualify. If disqualifying, give me the graceful way to do it that keeps the door open for later.
Remember that the most likely outcome of a B2B deal is no decision at all — not losing to a competitor. Weight your assessment toward whether this buyer can actually get an internal decision made.