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Sales teams · 4 practical checks

4 checks from a qualified lead to a quote decision

Keep the reason for approaching a buyer, the conversation and the quote decision easy for the next person to find.

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  1. Record why this business is worth a conversation

    Choose one organisation with a real reason to act now. Save the source and the specific problem, then ask a colleague what would disqualify the prospect before drafting anything.

    VCMP Growth playbook

  2. Write down what the buyer actually agreed

    Use a fictional demo call and record the customer’s need, date and promised next action. Hand the record to a colleague and ask them to restate the agreement.

    StartSimple CRM playbook

  3. Make the outstanding decision easy to answer

    Send an agreed sample quote to a colleague acting as the buyer. Ask them to request one change and check which version they can accept once you have reviewed it.

    Revive by VCMP playbook

  4. Review what progressed instead of tallying only activity

    Look at the records that earned a useful reply, a call or a quote decision. Choose one point in the journey to improve and record how the next group will be evaluated.

    VCMP Growth playbook

Your next step

Bring a representative prospect and a sample handover between your team members.

Discuss a Growth demo
4 checks from a qualified lead to a quote decision