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21 Indicators Your Purchaser Is a Poor Match [Sales Process Checklist], In line with HubSpot’s Former Gross sales Director

Welcome to “The Pipeline” — a weekly column from HubSpot, that includes actionable recommendation and perception from actual gross sales leaders.

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 Outdated-school salespeople usually used aggressive and egocentric techniques to win enterprise after which disappeared like Sasquatch within the Canadian mountains, so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 trendy gross sales panorama, an increasing number of salespeople have began reforming their habits. “Vendor beware” is changing into the brand new norm.

Free Download: 101 Sales Qualification Questions [Access Now]

The Period of “Vendor Beware”

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

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

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

Some legacy salespeople suppose this can be a wild angle. 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 must always solely be promoting to prospects who’re going to leverage worth over time.

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

Among the traits and behaviors that outline a good-fit purchaser are apparent, whereas others are a bit extra nuanced. Listed below are 21 indicators that you must disqualify a purchaser for being a poor match at every step of the inbound gross sales methodology — Establish, Join, Discover, and Advise.


On this stage, salespeople do analysis to start out the gross sales course of with prospects who appear to be good suits. Disqualifying on the Establish stage is basically a operate of creating positive you’re focusing on the precise 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 way bigger or smaller than your typical buyer.
  • Their firm’s income is way 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 shouldn’t be in your gross sales territory.
  • The prospect shouldn’t 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 objective of this stage is to grasp in case your particular level of contact is the precise particular person 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 section).

Indicators You Ought to Disqualify

  • The prospect is discourteous, impolite, and purposely makes interplay troublesome.
  • The prospect responds with feelings reasonably than details (this generally is a destructive 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 need to reply any of your questions.
  • The prospect needs to run the gross sales course of themselves and received’t compromise on something.


Throughout the Discover course of, a salesman’s objective is to grasp the nuances of their purchaser’s objectives, plans, and challenges. Begin searching for alignment between your prospect’s objectives and your capabilities. You must also proceed probing into whether or not your prospect is the very 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 route and appears aggressive — reasonably than prepared to work with you to type a plan.
  • The prospect doesn’t have the assets to efficiently implement your product (time, cash, or employees).
  • The prospect could be very disorganized and might’t spend time with you.
  • Your product is required however isn’t an organization precedence proper now.


Throughout the Advise stage, salespeople take all the knowledge they’ve gathered through the gross sales course of and current a personalized plan tailor-made to the prospect’s particular wants and objectives. 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 observe your route (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 prepared to observe your lead.
  • It’s important to go over the identical materials greater than 3 times 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 know-how or nervousness versus an precise poor match. The bottom line 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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