Download the
Sales Qualification Matrix

The Sales Qualification Matrix is 
deceptively simple in appearance.

Within its simplicity, you can focus on evaluating each opportunity against 5 criteria. The key to successfully implementing the Sales Qualification Matrix is to have thoughtfully created the 5 criteria you will evaluate your opportunities against.  Typically these are the most important characteristics of your ideal client.  Comparing an opportunity against what is ideal for your business is often quite revealing. 

Another component of the Sales Qualification Matrix is the Action Box at the bottom.

It provides a good rule of thumb on how to proceed. However, there are always exceptions. Sometimes there is an opportunity that you must pursue for strategic reasons and yet when it’s evaluated on the Sales Qualification Matrix it might show a score in the "Caution" range.

The Sales Qualification Matrix is useful in this case because it makes you aware of the shortcomings of the opportunity. It also enables you to decide how much time and other resources to invest in it, especially when you are pursuing multiple opportunities at the same time.

I hope you find the Sales Qualification Matrix useful.

If you have any questions about it or would like to discuss how it can be used to your best advantage please let me know.  Contact me here.

I am happy to answer any questions you have.

My business intelligence company was faced with challenges in a number of sales related areas. When we brought Elizabeth on, we were expanding the size of the sales team and attempting to bring structure and consistency into the overall sales process.

She helped us develop a roadmap to get us there and then trained the team on how to follow it. Through a consultative and collaborative approach, she brought in best practices in lead qualification and helped us formalize our end-to-end sales process.Elizabeth was also a high impact presence in the marketing strategy for our flagship product.

Skilled, smart and creative, she was a difference maker for our team.”

Adam Nathan 
- Founder/CEO Brainbox Consulting