40 Questions to Create a Sense of Urgency
Selling at a trade show event can be difficult - so know the questions to ask and create a powerful exhibit to draw in the crowd and get their...
5 min read
Karin Roberts
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Not every lead is a good fit for a product or service -- no matter how strongly a salesperson believes they are (or wants them to be). Buyers don't buy just because they have a serious need, a looming deadline, or money to burn. They buy because of a combination of all of these factors, and more. During sales qualification, salespeople can't simply focus on establishing a fit on one of these criteria. They have to establish a fit on all the relevant factors.
While the specific sales questions a rep asks will depend on the product or service they sell, here are 18 solid conversation starters that can help you recognize who's a successful customer in the making, and who's barking up the wrong tree.
18 Sales Qualification QuestionsChange isn't easy, and businesses don't undertake system overhauls and new implementations just for the fun of it. If there's no real problem the prospect is trying to solve, there's no real reason for them to buy. Establish business pain (either from a known issue, or from a problem the prospect wasn't even aware of) before diving into other questions.
Prospects who have recently experienced a significant trigger event, such as a change in leadership, market shift, legal problem, or major company development, will have more incentive to address the issue now rather than later.
Do other priorities keep taking precedent? Is there a bend in the path to a solution? Learning what has historically blocked the way to fixing this problem can help the salesperson understand where it falls on the list of priorities, as well as alert them to potential pitfalls.
Alternatively, it could be that the prospect has attempted a solution before, but for whatever reason, that patch didn't stick. Digging into the past could reveal that what you thought was a perfect fit isn't actually so great -- or that your prospect needs what you sell ASAP.
If the answer is "well, not much," the prospect doesn't have a pressing need. At this point, the salesperson should either disqualify the lead, or explain to them the danger that lies ahead if the problem goes unresolved (only if they truly believe this).
Money isn't everything, but it certainly has bearing on whether or not a prospect is worth pursuing -- so make sure you qualify on budget sooner rather than later. The specific number doesn't matter as much as the fact that your offering's price and the prospect's ability to pay are within the same ballpark. For instance, if your product costs $1 million and the prospect can only afford $100, the sale isn't going to go through.
This question can uncover additional financial decision makers that need to be looped in sooner rather than later.
If the prospect already has a competitive solution in place, the salesperson can get a benchmark of how much they're used to spending. And with a firm number, the salesperson can then ask if the prospect would be comfortable going higher.
Here's how former HubSpot Sales VP Pete Caputa phrases this question in his sales qualification calls:
"We've established that your goal is X and that you're spending Y now to try and achieve X. But it's not working. In order to hire us, you will need to invest Z. Since Z is pretty similar to Y and you're more confident that our solution will get you to your goal, do you believe it makes sense to invest Z to hire us?"
Is the person you're talking to the decision maker? Or is the decision maker someone else? Make sure you understand the dynamics of the buying committee and who has authority over what. For example, while one stakeholder could be the "ultimate" signer, another might be the financial approver.
The best way to make sure you don't repeat history is to study it. Compare your buyer's expectations and perceptions of "good" and "bad" to your offering. If there's a significant mismatch, it's best to disqualify the prospect now before you spend any more time on the deal.
Too many potential potholes might not make the deal worth pursuing.
When is a prospect who has the requisite need, authority, and money to buy as well as the correct solution timeline not a good prospect? When they won't be able to execute the plan you've laid out. While some offerings require more elbow grease than others, every new product or service requires some effort on the prospect's part to get it up and running. And if the prospect is unwilling to put in the work, they're not going to get results. Find this out early so you're not dealing with an unhappy customer later.
In some cases, an additional vendor is brought in after a prospect has already decided on another in the name of due diligence or to put price pressure on the incumbent provider. Listen carefully to the prospect's answer to assess whether their engagement with you isn't totally authentic.
Whether a prospect becomes a happy customer or a detractor largely depends on their expectations. If their definition of success does not line up with what your offering can provide, it might be time to disqualify.
An internal champion can often be more effective at corralling the buying committee around a particular product or service than the salesperson herself. The more skin the prospect has in the game, the more likely they are to be a helpful advocate.
Peppering mini agreements or commitments throughout the buying process -- even in the qualification call -- can lay the groundwork for the ultimate agreement at the end.
If there's a firm date the problem absolutely needs to be fixed by, the salesperson can then work backward to determine a signing date.
This isn't so much a qualification question as a sales best practice. Every sales interaction should end with a next step tied to a date. If the buyer is truly committed to moving forward, they won't have any trouble agreeing to a second meeting or call. Interest: secured. Prospect: Qualified.
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