5 Ways To Qualify Your Meetings Better
By Andy Preston | General Sales Tips
In this article, leading Sales Expert Andy Preston discusses 5 ideas that will help qualify your sales meetings with prospects better…..
Okay, so I’m a big fan of qualification. Qualification of the prospect. Qualification of the opportunity. Qualification of the individual. And most certainly, qualification of the meeting.
This is something that most salespeople miss (or are scared to do), that often comes back to haunt them later on in the sales process!
The task of qualification is made a little more difficult is someone else is making the calls for you, particularly if it’s not someone in your organisation, i.e. you’ve given the task to a telemarketing agency or similar. You now have two choices. You can either get the person making the initial call to do some qualification for you (if it’s an internal person) or make a call once the appointment has been booked to do some additional qualification yourself.
A good rule of thumb to use here is that the more time and energy you’re investing in an appointment (in terms of research, driving time, appointment time and paperwork), the harder you should qualify. Most salespeople should certainly thing twice about attending an appointment made for them “blind” – without much knowledge of the company, their potential needs or what they’re after.
If you haven’t made the appointment yourself, then it’s always a good idea to make a call to do some additional qualification. First of all, this will give you a good idea of the quality of the appointment, but it will also allow you to build up valuable rapport with the prospect and start to understand more about their potential needs – making the face-to-face meeting much easier.
Now I know some of you will be saying “But Andy, doesn’t that make it easier for them to cancel the meeting?” Yes, at some level it does. But let’s be realistic about it, an appointment that cancels when you ring them to do some additional qualification was very likely going to cancel anyway, or turn into a “no show” or an “I forgot you were coming”.
Also if it’s done in the right way, very few (if any) meetings cancel, and the ones that are attended are more serious!
So let’s take a look at the sort of things that we should consider qualifying or finding out before the meeting……
Qualification Question 1 – Is The Meeting With The Decision Maker/s?
I know this sounds obvious, but you’d be amazed how many appointments are booked with people who aren’t the decision maker for what you offer! There are many reasons for this, ranging from people being scared to ask the question, just assuming the person the person they’re talking to is the decision maker and even the old favourite “I need as many appointments as possible to hit my activity target, so any appointment will do!”
Qualification Question 2 – Is There A Budget For The Product Or Service I’m Offering?
Now I know this is not needed for most salespeople, but for some of my clients it’s essential! The larger the purchase and the longer the sales cycle would mean that there has to be some sort of budget set aside, or “financial sponsor” in place, otherwise the project has little chance of moving ahead.
Qualification Question 3 – What Are Their Expectations Of The Meeting?
Are they expecting you to come and do a presentation? Or come and look at their challenges and suggest potential solutions? Or are they interested in what you have to offer? Depending on what their expectations are, the meeting will need to be prepared for and conducted in a different way.
Qualification Question 4 – What Solutions Have They Already Looked At?
How have they tried to solve the problem already? Have they looked at any of your competitors? What are the other solutions they could do? (including doing nothing).
Qualification Question 5 – Have You Confirmed All The Appointment Details?
This is the last step and one of the most important! I’ve lost count of the amount of salespeople who’ve told me that they’ve arrived at the wrong premises, for an appointment with someone who works at another office! Make sure you confirm time, date, location, who will be attending, any equipment or facilities needed etc.
Obviously the suggestions on the list above are purely ideas of qualifying questions you could ask. Depending on your market, your role and your industry you will have various things that you may need to qualify before it’s worth going to an appointment – including distance, potential spend, potential of future business etc.
The exact questions asked are entirely up to you. Just make sure you ask them and start to qualify your appointments properly!
Follow the tips above and watch your sales soar! I look forward to hearing how you get on……..
This article is copyright Andy Preston 2004-2017. To copy or syndicate this or any part of this article contact Andy Preston for guidelines.






One simple reason why the buyer or decision maker often does better than the salesperson in a negotiation, is that they’re better prepared to negotiate than the salesperson is! Often a salesperson gets caught up in a negotiation when they aren’t ready for it – and this is a recipe for the salesperson losing the majority of the profit from a deal!
Any buyer or decision maker worth their salt will attempt to play ‘tricks’ during a negotiation. If you can spot these and deal with them, then you’re usually fine. However, most salespeople aren’t even aware what the other party is doing, think that their ‘tricks’ are real, and end up falling for them!
Another reason salespeople often come off worst in a negotiation is that they fail to find out enough about the other party before the negotiation starts! The buyer or decision maker might well have strong reasons for wanting the product or service the salesperson is offering, and strong reasons to purchase now!! But often the salesperson doesn’t find that out, and ends up ‘worse off’ in the negotiation.
This might sound simple, but you’d be astounded how many salespeople fail to do this properly! Most salespeople will get the majority of the specification down, but some have to call back a second time to get things they forgot, or that their colleagues tell them will be needed in order to produce an accurate quotation or proposal. Some salespeople have to call back a third time to get information they failed to get on the second time!
This is again something that most salespeople fail to do properly! Failure to establish the decision makers involved will mean that you could go all the way through the process, and then fall at the final hurdle as someone else comes in to influence the buying decision that you weren’t aware of!
That’s a bad question because the person you’re speaking to will know that you’ll gain an advantage by knowing that information, so will usually say that they ‘can’t tell you’ or ‘it’s confidential’. Therefore you need to ask the question differently 😉
The final (and most important part) of ANY sales situation, and even more vital at proposal stage! Now for those of you with a short sales cycle, you could also think of the word ‘closing’ here. For those of you on longer sales cycles, usually with higher-value items or projects at stake, think about gaining commitment to the next stage and to yourself and your company.
Another great idea from the marketing department. Sending an email newsletter or similar to keep people ‘informed’ of your products and services. The funny thing is, how many newsletters do you get that you don’t read, or you don’t read in full? I bet it’s quite a few. If you don’t know the sender well, you probably don’t read it at all. Sometimes even when you know the sender well you still don’t read it!















